Naviter Wealth, LLC

Position in UNH — Unitedhealth Group Inc

CIK 1855567 LITTLE ROCK, AR

Position in UNH

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

Position Value

$2,060,693

+$895,804 QoQ

Shares Held

4,958

+15.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.25%

of 13F equity value

Holder Rank

#1,389

of 3,349 holders

Holding Since

Jun 2022

17 quarters on record

Voting authority Sole 97% Shared 0% None 3%

Healthcare · as of Jun 30, 2026

Naviter Wealth, LLC holds $2,420,351 across 2 Healthcare Plans names. UNH ranks #1 (85.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	UNH	Unitedhealth Group Inc This page	4,958	$2,060,693
2	ELV	Elevance Health, Inc.	930	$359,658

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,060,693	4,958	+15.2%	Shares	Sole	2026-08-07
2026-03-31	$1,164,889	4,305	+5.9%	Shares	Sole	2026-04-10
2025-12-31	$1,341,567	4,064	-24.8%	Shares	Sole	2026-01-21
2025-09-30	$1,866,691	5,406	-34.1%	Shares	Sole	2025-11-06
2025-06-30	$2,560,025	8,206	-2.4%	Shares	Sole	2025-07-28
2025-03-31	$4,401,595	8,404	+4.1%	Shares	Sole	2025-04-25
2024-12-31	$4,083,807	8,073	+21.1%	Shares	Sole	2025-02-07
2024-09-30	$3,899,230	6,669	-9.5%	Shares	Sole	2024-10-16
2024-06-30	$3,753,755	7,371	+3.9%	Shares	Sole	2024-08-02
2024-03-31	$3,509,896	7,095	+15.8%	Shares	Sole	2024-04-18
2023-12-31	$3,225,681	6,127	+31.5%	Shares	Sole	2024-02-05
2023-09-30	$2,350,029	4,661	+3.4%	Shares	Sole	2023-11-14
2023-06-30	$2,166,725	4,508	+21.2%	Shares	Sole	2023-07-20
2023-03-31	$1,757,562	3,719	+21.2%	Shares	Sole	2023-04-12
2022-12-31	$1,627,122	3,069	+17.1%	Shares	Sole	2023-01-31
2022-09-30	$1,323,204	2,620	+5.6%	Shares	Sole	2022-10-27
2022-06-30	$1,273,802	2,480	—	Shares	Sole	2022-07-18
No filing history on record for this holder in this stock.