PRIMORIS WEALTH ADVISORS, LLC
Position in UNH — Unitedhealth Group Inc
CIK 1909619
North Palm Beach, FL
Position in UNH
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$297,175
New position
Shares Held
715
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#2,720
of 3,353 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026PRIMORIS WEALTH ADVISORS, LLC holds $625,895 across 2 Healthcare Plans names. UNH ranks #2 (47.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ELV |
Elevance Health, Inc.
|
850 | $328,720 | |
| 2 | UNH |
Unitedhealth Group Inc
This page
|
715 | $297,175 |
All Filings in UNH
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $297,175 | 715 | Shares | Sole | 2026-07-29 | |
| No filing history on record for this holder in this stock. | ||||||