Worth Financial Advisory Group, LLC
Position in UNH — Unitedhealth Group Inc
CIK 1964358
CHARLOTTE, NC
Position in UNH
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$279,303
-$87,445 QoQ
Shares Held
672
-7.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#2,767
of 3,349 holders
Holding Since
Dec 2022
10 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, 2026Worth Financial Advisory Group, LLC holds $886,554 across 2 Healthcare Plans names. UNH ranks #2 (31.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVS |
CVS HEALTH Corp
|
5,870 | $607,251 | |
| 2 | UNH |
Unitedhealth Group Inc
This page
|
672 | $279,303 |
All Filings in UNH
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $279,303 | 672 | Shares | Sole | 2026-07-31 | |
| 2024-12-31 | $366,748 | 725 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $425,647 | 728 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $374,815 | 736 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $662,898 | 1,340 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $701,784 | 1,333 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $648,892 | 1,287 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $515,246 | 1,072 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $476,370 | 1,008 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $385,440 | 727 | Shares | Sole | 2023-02-13 | |
| No filing history on record for this holder in this stock. | ||||||