Kellett Wealth Advisors, LLC

Position in UNH — Unitedhealth Group Inc

CIK 1910381 CINCINNATI, OH

Position in UNH

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$757,277

+$261,015 QoQ

Shares Held

1,822

-0.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.78%

of 13F equity value

Holder Rank

#2,021

of 3,349 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

Kellett Wealth Advisors, LLC holds $1,011,358 across 2 Healthcare Plans names. UNH ranks #1 (74.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	UNH	Unitedhealth Group Inc This page	1,822	$757,277
2	ELV	Elevance Health, Inc.	657	$254,081

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$757,277	1,822	-0.7%	Shares	Sole	2026-07-23
2026-03-31	$496,262	1,834	+5.0%	Shares	Sole	2026-05-04
2025-12-31	$576,372	1,746	+1.7%	Shares	Sole	2026-01-23
2025-09-30	$592,880	1,717	+0.8%	Shares	Sole	2025-10-21
2025-06-30	$531,596	1,704	+2.5%	Shares	Sole	2025-07-25
2025-03-31	$870,996	1,663	+0.8%	Shares	Sole	2025-04-23
2024-12-31	$834,669	1,650	-19.5%	Shares	Sole	2025-02-05
2024-09-30	$1,198,594	2,050	+10.2%	Shares	Sole	2024-10-21
2024-06-30	$947,223	1,860	0.0%	Shares	Sole	2024-08-12
2024-03-31	$920,142	1,860	0.0%	Shares	Sole	2024-04-26
2023-12-31	$979,234	1,860	+5.7%	Shares	Sole	2024-01-31
2023-09-30	$887,374	1,760	0.0%	Shares	Sole	2023-11-07
2023-06-30	$845,926	1,760	0.0%	Shares	Sole	2023-08-08
2023-03-31	$831,758	1,760	0.0%	Shares	Sole	2023-05-05
2022-12-31	$933,116	1,760	0.0%	Shares	Sole	2023-02-03
2022-09-30	$888,870	1,760	0.0%	Shares	Sole	2022-11-10
2022-06-30	$903,988	1,760	0.0%	Shares	Sole	2022-08-08
2022-03-31	$897,547	1,760	-10.7%	Shares	Sole	2022-04-25
2021-12-31	$989,215	1,970	—	Shares	Sole	2022-02-10
No filing history on record for this holder in this stock.