Gateway Wealth Partners, LLC

Position in UNH — Unitedhealth Group Inc

CIK 1966037 APPLETON, WI

Position in UNH

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$2,008,324

-$50,595 QoQ

Shares Held

4,832

-36.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.36%

of 13F equity value

Holder Rank

#1,402

of 3,349 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Gateway Wealth Partners, LLC holds $4,956,895 across 4 Healthcare Plans names. UNH ranks #1 (40.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc This page	4,832	$2,008,324
2	CVS	CVS HEALTH Corp	13,729	$1,420,265
3	ELV	Elevance Health, Inc.	2,966	$1,147,041
4	CI	Cigna Group	1,383	$381,265

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,008,324	4,832	-36.5%	Shares	Sole	2026-08-04
2026-03-31	$2,058,919	7,609	+241.8%	Shares	Sole	2026-05-15
2025-12-31	$734,824	2,226	-14.5%	Shares	Sole	2026-02-11
2025-09-30	$898,815	2,603	+27.5%	Shares	Sole	2025-11-06
2025-06-30	$637,042	2,042	+63.0%	Shares	Sole	2025-08-13
2025-03-31	$656,258	1,253	+8.2%	Shares	Sole	2025-05-01
2024-12-31	$585,785	1,158	+1.0%	Shares	Sole	2025-01-23
2024-09-30	$670,043	1,146	-5.4%	Shares	Sole	2024-10-25
2024-06-30	$616,713	1,211	+34.9%	Shares	Sole	2024-08-16
2024-03-31	$444,240	898	+18.9%	Shares	Sole	2024-05-15
2023-12-31	$397,484	755	-11.8%	Shares	Sole	2024-02-13
2023-09-30	$431,586	856	+13.2%	Shares	Sole	2023-11-14
2023-06-30	$363,363	756	-96.8%	Shares	Sole	2023-08-14
2023-03-31	$11,014,655	23,307	-1.6%	Shares	Sole	2023-05-10
2022-12-31	$12,554,132	23,679	—	Shares	Sole	2023-02-16
No filing history on record for this holder in this stock.