Position in UNH
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$754,368
-$62,543 QoQ
Shares Held
1,815
-39.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#2,026
of 3,349 holders
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in UNH Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026EARNED WEALTH ADVISORS, LLC holds $1,026,739 across 2 Healthcare Plans names. UNH ranks #1 (73.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
This page
|
1,815 | $754,368 | |
| 2 | CI |
Cigna Group
|
988 | $272,371 |
All Filings in UNH
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $754,368 | 1,815 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $816,911 | 3,019 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $1,304,924 | 3,953 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $489,635 | 1,418 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $343,790 | 1,102 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $586,076 | 1,119 | Shares | Sole | 2025-05-09 | |
| 2024-09-30 | $90,625 | 155 | Shares | Sole | 2024-11-01 | |
| No filing history on record for this holder in this stock. | ||||||