Lifeworks Advisors, LLC

Position in UNH — Unitedhealth Group Inc

CIK 1882132 GRAND RAPIDS, MI

Position in UNH

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$767,668

+$221,888 QoQ

Shares Held

1,847

-8.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#2,014

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

Lifeworks Advisors, LLC holds $1,999,385 across 3 Healthcare Plans names. UNH ranks #1 (38.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc This page	1,847	$767,668
2	ELV	Elevance Health, Inc.	1,978	$764,951
3	CVS	CVS HEALTH Corp	4,512	$466,766

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$767,668	1,847	-8.4%	Shares	Sole	2026-08-14
2026-03-31	$545,780	2,017	+16.9%	Shares	Sole	2026-05-04
2025-12-31	$569,769	1,726	+8.2%	Shares	Sole	2026-02-13
2025-09-30	$550,753	1,595	+3.4%	Shares	Sole	2025-11-12
2025-06-30	$481,369	1,543	+4.5%	Shares	Sole	2025-08-05
2025-03-31	$773,055	1,476	-0.6%	Shares	Sole	2025-05-06
2024-12-31	$751,202	1,485	+2.7%	Shares	Sole	2025-02-07
2024-09-30	$845,447	1,446	+21.4%	Shares	Sole	2024-11-06
2024-06-30	$606,528	1,191	+2.1%	Shares	Sole	2024-08-13
2024-03-31	$577,314	1,167	+8.2%	Shares	Sole	2024-05-10
2023-12-31	$568,061	1,079	+4.7%	Shares	Sole	2024-02-12
2023-09-30	$519,819	1,031	-2.9%	Shares	Sole	2023-11-01
2023-06-30	$510,439	1,062	-0.1%	Shares	Sole	2023-08-02
2023-03-31	$502,363	1,063	+9.5%	Shares	Sole	2023-05-15
2022-12-31	$514,804	971	-28.4%	Shares	Sole	2023-02-14
2022-09-30	$684,834	1,356	-13.7%	Shares	Sole	2022-11-14
2022-06-30	$807,426	1,572	+1.9%	Shares	Sole	2022-08-12
2022-03-31	$786,883	1,543	-19.5%	Shares	Sole	2022-05-16
2021-12-31	$962,602	1,917	—	Shares	Sole	2022-02-15
No filing history on record for this holder in this stock.