GUARDIAN WEALTH ADVISORS, LLC / NC

Position in UNH — Unitedhealth Group Inc

CIK 1901403 RALEIGH, NC

Position in UNH

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

Position Value

$1,873,244

+$712,413 QoQ

Shares Held

4,507

+5.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.25%

of 13F equity value

Holder Rank

#1,439

of 3,349 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 7% Shared 0% None 93%

Healthcare · as of Jun 30, 2026

GUARDIAN WEALTH ADVISORS, LLC / NC holds $2,457,633 across 3 Healthcare Plans names. UNH ranks #1 (76.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc This page	4,507	$1,873,244
2	CI	Cigna Group	1,104	$304,350
3	CVS	CVS HEALTH Corp	2,707	$280,039

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,873,244	4,507	+5.1%	Shares	Sole	2026-08-14
2026-03-31	$1,160,831	4,290	-6.3%	Shares	Sole	2026-05-15
2025-12-31	$1,510,913	4,577	-4.2%	Shares	Sole	2026-02-17
2025-09-30	$1,650,188	4,779	-10.6%	Shares	Sole	2025-11-14
2025-06-30	$1,668,103	5,347	-28.4%	Shares	Sole	2025-08-14
2025-03-31	$3,909,270	7,464	+2.6%	Shares	Sole	2025-05-15
2024-12-31	$3,680,131	7,275	+14.8%	Shares	Sole	2025-02-14
2024-09-30	$3,705,117	6,337	+1.6%	Shares	Sole	2024-11-14
2024-06-30	$3,175,236	6,235	+3.3%	Shares	Sole	2024-08-14
2024-03-31	$2,984,525	6,033	+1.8%	Shares	Sole	2024-05-15
2023-12-31	$3,118,808	5,924	-0.2%	Shares	Sole	2024-02-14
2023-09-30	$2,993,880	5,938	+4.0%	Shares	Sole	2023-11-14
2023-06-30	$2,744,935	5,711	+6.5%	Shares	Sole	2023-08-14
2023-03-31	$2,534,972	5,364	+3.2%	Shares	Sole	2023-05-15
2022-12-31	$2,756,936	5,200	-1.5%	Shares	Sole	2023-02-14
2022-09-30	$2,665,601	5,278	-0.2%	Shares	Sole	2022-11-14
2022-06-30	$2,716,075	5,288	+60.9%	Shares	Sole	2022-08-15
2022-03-31	$1,676,271	3,287	-14.8%	Shares	Sole	2022-05-16
2021-12-31	$1,938,260	3,860	—	Shares	Sole	2022-05-16
No filing history on record for this holder in this stock.