Moran Wealth Management, LLC

Position in UNH — Unitedhealth Group Inc

CIK 1965334 Naples, FL

Position in UNH

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$601,000

+$315,529 QoQ

Shares Held

1,446

+37.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#2,188

of 3,349 holders

Holding Since

Dec 2022

12 quarters on record

Voting authority Sole 11% Shared 89% None 0%

Healthcare · as of Jun 30, 2026

Moran Wealth Management, LLC holds $31,225,589 across 5 Healthcare Plans names. UNH ranks #4 (1.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ELV	Elevance Health, Inc.	37,323	$14,433,923
2	CI	Cigna Group	48,012	$13,235,947
3	PGNY	Progyny, Inc.	91,600	$2,640,828
4	UNH	Unitedhealth Group Inc This page	1,446	$601,000
5	OSCR	Oscar Health, Inc.	11,006	$313,891

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$601,000	1,446	+37.1%	Shares	Sole	2026-08-05
2026-03-31	$285,471	1,055	-4.3%	Shares	Sole	2026-04-27
2025-12-31	$363,780	1,102	-96.1%	Shares	Sole	2026-01-26
2024-12-31	$14,279,921	28,229	-1.7%	Shares	Sole	2025-02-07
2024-09-30	$16,790,255	28,717	-1.6%	Shares	Sole	2024-11-08
2024-06-30	$14,855,623	29,171	+0.4%	Shares	Sole	2024-08-13
2024-03-31	$14,380,434	29,069	+8.7%	Shares	Sole	2024-05-15
2023-12-31	$14,073,069	26,731	-3.5%	Shares	Sole	2024-02-08
2023-09-30	$13,969,592	27,707	-44.0%	Shares	Sole	2023-11-13
2023-06-30	$23,785,912	49,488	-4.2%	Shares	Sole	2023-08-10
2023-03-31	$24,403,129	51,637	+5.5%	Shares	Sole	2023-05-10
2022-12-31	$25,951,250	48,948	—	Shares	Sole	2023-02-13
No filing history on record for this holder in this stock.