ELEVATION WEALTH PARTNERS, LLC

Position in UNH — Unitedhealth Group Inc

CIK 1976256 WALNUT CREEK, CA

Position in UNH

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$152,951

+$86,657 QoQ

Shares Held

368

+50.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.17%

of 13F equity value

Holder Rank

#3,086

of 3,349 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

ELEVATION WEALTH PARTNERS, LLC holds $431,996 across 7 Healthcare Plans names. UNH ranks #1 (35.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc This page	368	$152,951
2	CI	Cigna Group	365	$100,623
3	CNC	Centene Corp	658	$42,237
4	ELV	Elevance Health, Inc.	105	$40,606
5	CVS	CVS HEALTH Corp	356	$36,828
6	MOH	Molina Healthcare, Inc.	144	$32,932
7	HUM	Humana Inc	65	$25,819

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$152,951	368	+50.2%	Shares	Sole	2026-07-08
2026-03-31	$66,294	245	+18.9%	Shares	Sole	2026-04-14
2025-12-31	$68,002	206	-15.2%	Shares	Sole	2026-01-09
2025-09-30	$83,907	243	+28.6%	Shares	Sole	2025-10-14
2025-06-30	$58,962	189	0.0%	Shares	Sole	2025-07-08
2025-03-31	$98,988	189	-81.2%	Shares	Sole	2025-04-09
2024-12-31	$507,377	1,003	+0.4%	Shares	Sole	2025-01-29
2024-09-30	$584,095	999	-6.1%	Shares	Sole	2024-10-04
2024-06-30	$541,852	1,064	-4.1%	Shares	Sole	2024-07-09
2024-03-31	$549,117	1,110	-27.9%	Shares	Sole	2024-04-19
2023-12-31	$810,237	1,539	+810.7%	Shares	Sole	2024-01-17
2023-09-30	$85,208	169	0.0%	Shares	Sole	2023-10-10
2023-06-30	$81,228	169	+275.6%	Shares	Sole	2023-07-06
2023-03-31	$21,266	45	—	Shares	Sole	2023-05-04
No filing history on record for this holder in this stock.