Beaird Harris Wealth Management, LLC

Position in UNH — Unitedhealth Group Inc

CIK 1908938 DALLAS, TX

Position in UNH

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$84,788

+$47,988 QoQ

Shares Held

204

+50.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#3,163

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

Beaird Harris Wealth Management, LLC holds $281,972 across 4 Healthcare Plans names. UNH ranks #2 (30.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CI	Cigna Group	558	$153,829
2	UNH	Unitedhealth Group Inc This page	204	$84,788
3	CVS	CVS HEALTH Corp	292	$30,207
4	ELV	Elevance Health, Inc.	34	$13,148

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$84,788	204	+50.0%	Shares	Sole	2026-07-08
2026-03-31	$36,800	136	-3.5%	Shares	Sole	2026-05-14
2025-12-31	$46,545	141	-16.6%	Shares	Sole	2026-02-23
2025-09-30	$58,355	169	-3.4%	Shares	Sole	2025-11-13
2025-06-30	$54,594	175	0.0%	Shares	Sole	2025-08-14
2025-03-31	$91,656	175	0.0%	Shares	Sole	2025-05-15
2024-12-31	$88,525	175	-39.0%	Shares	Sole	2025-02-10
2024-09-30	$167,803	287	+124.2%	Shares	Sole	2024-12-02
2024-06-30	$65,185	128	-3.0%	Shares	Sole	2024-08-15
2024-03-31	$65,300	132	-20.0%	Shares	Sole	2024-05-15
2023-12-31	$86,867	165	+65.0%	Shares	Sole	2024-02-27
2023-09-30	$50,419	100	0.0%	Shares	Sole	2023-11-15
2023-06-30	$48,064	100	0.0%	Shares	Sole	2023-07-26
2023-03-31	$47,259	100	-63.8%	Shares	Sole	2023-04-24
2022-12-31	$146,329	276	+176.0%	Shares	Sole	2023-02-14
2022-09-30	$50,504	100	0.0%	Shares	Sole	2022-11-02
2022-06-30	$51,363	100	-21.3%	Shares	Sole	2022-08-12
2022-03-31	$64,766	127	-15.3%	Shares	Sole	2022-05-27
2021-12-31	$75,321	150	—	Shares	Sole	2022-05-17
No filing history on record for this holder in this stock.