Thrive Wealth Management, LLC

Position in UNH — Unitedhealth Group Inc

CIK 1847610 AUDUBON, PA

Position in UNH

as of Jun 30, 2026 · filed Jul 7, 2026 Compact

Position Value

$679,970

+$235,662 QoQ

Shares Held

1,636

-0.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.33%

of 13F equity value

Holder Rank

#2,101

of 3,349 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Thrive Wealth Management, LLC holds $1,158,348 across 3 Healthcare Plans names. UNH ranks #1 (58.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc This page	1,636	$679,970
2	CVS	CVS HEALTH Corp	2,527	$261,418
3	CI	Cigna Group	787	$216,960

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$679,970	1,636	-0.4%	Shares	Sole	2026-07-07
2026-03-31	$444,308	1,642	-1.7%	Shares	Sole	2026-04-09
2025-12-31	$551,613	1,671	-8.7%	Shares	Sole	2026-01-12
2025-09-30	$632,244	1,831	-10.5%	Shares	Sole	2025-10-07
2025-06-30	$638,290	2,046	+19.0%	Shares	Sole	2025-07-09
2025-03-31	$900,326	1,719	-4.4%	Shares	Sole	2025-04-10
2024-12-31	$909,536	1,798	-6.5%	Shares	Sole	2025-01-16
2024-09-30	$1,124,924	1,924	+4.2%	Shares	Sole	2024-10-04
2024-06-30	$940,093	1,846	+3.6%	Shares	Sole	2024-07-12
2024-03-31	$881,060	1,781	+11.3%	Shares	Sole	2024-04-16
2023-12-31	$842,352	1,600	-1.2%	Shares	Sole	2024-01-10
2023-09-30	$816,787	1,620	-1.8%	Shares	Sole	2023-10-13
2023-06-30	$792,575	1,649	+9.6%	Shares	Sole	2023-07-12
2023-03-31	$711,247	1,505	-0.3%	Shares	Sole	2023-04-07
2022-12-31	$800,571	1,510	+25.9%	Shares	Sole	2023-01-25
2022-09-30	$605,542	1,199	+2.8%	Shares	Sole	2022-10-24
2022-06-30	$598,892	1,166	+8.6%	Shares	Sole	2022-07-11
2022-03-31	$547,707	1,074	+11.3%	Shares	Sole	2022-05-02
2021-12-31	$484,565	965	—	Shares	Sole	2022-02-14
No filing history on record for this holder in this stock.