SOA Wealth Advisors, LLC.

Position in UNH — Unitedhealth Group Inc

CIK 1849444 NEW YORK, NY

Position in UNH

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$335,413

+$160,071 QoQ

Shares Held

807

+24.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#2,614

of 3,349 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

SOA Wealth Advisors, LLC. holds $1,012,492 across 5 Healthcare Plans names. UNH ranks #2 (33.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CVS	CVS HEALTH Corp	5,213	$539,284
2	UNH	Unitedhealth Group Inc This page	807	$335,413
3	CI	Cigna Group	497	$137,012
4	HUM	Humana Inc	1	$397
5	ELV	Elevance Health, Inc.	1	$386

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$335,413	807	+24.5%	Shares	Sole	2026-07-21
2026-03-31	$175,342	648	-3.7%	Shares	Sole	2026-05-20
2025-12-31	$222,164	673	-2.7%	Shares	Sole	2026-01-20
2025-09-30	$238,947	692	-43.4%	Shares	Sole	2025-10-21
2025-06-30	$381,227	1,222	-2.9%	Shares	Sole	2025-07-18
2025-03-31	$658,877	1,258	-0.9%	Shares	Sole	2025-04-14
2024-12-31	$641,936	1,269	-0.5%	Shares	Sole	2025-02-06
2024-09-30	$745,467	1,275	+3.7%	Shares	Sole	2024-11-20
2024-06-30	$625,880	1,229	+40.0%	Shares	Sole	2024-07-17
2024-03-31	$434,346	878	+4.3%	Shares	Sole	2024-04-10
2023-12-31	$443,287	842	+0.2%	Shares	Sole	2024-02-13
2023-09-30	$423,519	840	+0.4%	Shares	Sole	2023-10-10
2023-06-30	$402,295	837	+0.8%	Shares	Sole	2023-07-07
2023-03-31	$392,249	830	+0.9%	Shares	Sole	2023-04-28
2022-12-31	$436,338	823	+1.6%	Shares	Sole	2023-01-10
2022-09-30	$409,082	810	-2.1%	Shares	Sole	2022-10-07
2022-06-30	$424,772	827	-0.4%	Shares	Sole	2022-07-13
2022-03-31	$423,275	830	-13.7%	Shares	Sole	2022-04-07
2021-12-31	$483,058	962	+0.2%	Shares	Sole	2022-01-13
2021-09-30	$375,110	960	+0.2%	Shares	Sole	2021-10-12
2021-06-30	$383,621	958	-5.3%	Shares	Sole	2021-07-14
2021-03-31	$376,534	1,012	-4.2%	Shares	Sole	2021-04-26
2020-12-31	$370,318	1,056	—	Shares	Sole	2021-03-10
No filing history on record for this holder in this stock.