North Ridge Wealth Advisors, Inc.
Position in UNH — Unitedhealth Group Inc
CIK 1974277
BEAVERTON, OR
Position in UNH
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$412,108
-$90,649 QoQ
Shares Held
1,523
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.76%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2023
13 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 Mar 31, 2026North Ridge Wealth Advisors, Inc. holds $436,095 across 2 Healthcare Plans names. UNH ranks #1 (94.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
This page
|
1,523 | $412,108 | |
| 2 | CVS |
CVS HEALTH Corp
|
334 | $23,987 |
All Filings in UNH
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $412,108 | 1,523 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $502,757 | 1,523 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $525,891 | 1,523 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $475,130 | 1,523 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $986,221 | 1,883 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $1,008,684 | 1,994 | Shares | Sole | 2025-05-09 | |
| 2024-09-30 | $1,195,085 | 2,044 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $1,040,927 | 2,044 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $1,073,004 | 2,169 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $1,197,192 | 2,274 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $1,174,762 | 2,330 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $1,119,891 | 2,330 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $1,101,134 | 2,330 | Shares | Sole | 2023-04-28 | |
| No filing history on record for this holder in this stock. | ||||||