Spire Wealth Management

Position in UNH — Unitedhealth Group Inc

CIK 1858740 MCLEAN, VA

Position in UNH

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$7,460,141

+$2,649,322 QoQ

Shares Held

17,949

+1.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.49%

of 13F equity value

Holder Rank

#826

of 3,349 holders

Holding Since

Mar 2021

16 quarters on record

Healthcare · as of Jun 30, 2026

Spire Wealth Management holds $12,002,377 across 9 Healthcare Plans names. UNH ranks #1 (62.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc This page	17,949	$7,460,141
2	CVS	CVS HEALTH Corp	34,060	$3,523,506
3	CI	Cigna Group	2,917	$804,158
4	HUM	Humana Inc	242	$96,127
5	ELV	Elevance Health, Inc.	197	$76,185
6	CNC	Centene Corp	253	$16,240
7	MOH	Molina Healthcare, Inc.	49	$11,206
8	OSCR	Oscar Health, Inc.	389	$11,094

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,460,141	17,949	+1.0%	Shares	Sole	2026-07-15
2026-03-31	$4,810,819	17,779	-0.1%	Shares	Sole	2026-04-22
2025-12-31	$5,874,637	17,796	+2.3%	Shares	Sole	2026-01-14
2025-09-30	$6,008,564	17,401	+4.9%	Shares	Sole	2025-10-23
2025-06-30	$5,176,830	16,594	-46.8%	Shares	Sole	2025-08-04
2025-03-31	$16,348,332	31,214	-0.4%	Shares	Sole	2025-04-23
2024-12-31	$15,850,111	31,333	+130454.2%	Shares	Sole	2025-01-24
2024-06-30	$12,222	24	0.0%	Shares	Sole	2024-07-31
2024-03-31	$11,872	24	+9.1%	Shares	Sole	2024-04-24
2023-12-31	$11,582	22	+15.8%	Shares	Sole	2024-02-06
2023-09-30	$9,579	19	-100.0%	Shares	Sole	2023-11-08
2022-03-31	$28,805,655	56,485	-6.4%	Shares	Sole	2022-04-18
2021-12-31	$30,300,131	60,342	+14.7%	Shares	Sole	2022-01-14
2021-09-30	$20,559,175	52,616	+6.2%	Shares	Sole	2021-10-22
2021-06-30	$19,836,996	49,538	-6.5%	Shares	Sole	2021-07-26
2021-03-31	$19,715,617	52,989	—	Shares	Sole	2021-05-21
No filing history on record for this holder in this stock.