Position in UNH
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$466,767
-$104,983 QoQ
Shares Held
1,725
-0.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UNH Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Mar 31, 2026FRG Family Wealth Advisors LLC holds $1,315,742 across 2 Healthcare Plans names. UNH ranks #2 (35.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ELV |
Elevance Health, Inc.
|
2,900 | $848,975 | |
| 2 | UNH |
Unitedhealth Group Inc
This page
|
1,725 | $466,767 |
All Filings in UNH
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $466,767 | 1,725 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $571,750 | 1,732 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $598,059 | 1,732 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $540,332 | 1,732 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $935,941 | 1,787 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $903,971 | 1,787 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,044,823 | 1,787 | Shares | Sole | 2024-11-18 | |
| 2024-06-30 | $910,047 | 1,787 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $884,028 | 1,787 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $940,801 | 1,787 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $900,987 | 1,787 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $956,473 | 1,990 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $926,276 | 1,960 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $1,039,152 | 1,960 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $989,878 | 1,960 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $1,003,119 | 1,953 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $995,971 | 1,953 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $980,679 | 1,953 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $861,581 | 2,205 | Shares | Sole | 2022-03-02 | |
| 2021-06-30 | $882,970 | 2,205 | Shares | Sole | 2022-03-02 | |
| 2021-03-31 | $812,972 | 2,185 | Shares | Sole | 2022-03-02 | |
| 2020-12-31 | $766,235 | 2,185 | Shares | Sole | 2022-03-02 | |
| 2020-09-30 | $681,217 | 2,185 | Shares | Sole | 2022-03-02 | |
| 2020-06-30 | $644,465 | 2,185 | Shares | Sole | 2022-03-02 | |
| 2020-03-31 | $544,895 | 2,185 | Shares | Sole | 2022-03-02 | |
| No filing history on record for this holder in this stock. | ||||||