Acumen Wealth Advisors, LLC

Position in UNH — Unitedhealth Group Inc

CIK 1939202 CHATTANOOGA, TN

Position in UNH

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$366,585

-$2,678,904 QoQ

Shares Held

882

-92.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#2,550

of 3,349 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

Acumen Wealth Advisors, LLC holds $793,499 across 4 Healthcare Plans names. UNH ranks #1 (46.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc This page	882	$366,585
2	CI	Cigna Group	939	$258,863
3	ELV	Elevance Health, Inc.	372	$143,863
4	PGNY	Progyny, Inc.	839	$24,188

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$366,585	882	-92.2%	Shares	Sole	2026-08-03
2026-03-31	$3,045,489	11,255	-29.6%	Shares	Sole	2026-05-13
2025-12-31	$5,274,827	15,979	—	Shares	Sole	2026-02-13
No filing history on record for this holder in this stock.