KINGSWOOD WEALTH ADVISORS, LLC

Position in UNH — Unitedhealth Group Inc

CIK 1987855 SAN DIEGO, CA

Position in UNH

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$3,858,293

+$1,478,725 QoQ

Shares Held

9,283

+5.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.30%

of 13F equity value

Holder Rank

#1,088

of 3,353 holders

Holding Since

Jun 2023

13 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

KINGSWOOD WEALTH ADVISORS, LLC holds $13,333,049 across 6 Healthcare Plans names. UNH ranks #1 (28.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc This page	9,283	$3,858,293
2	HUM	Humana Inc	6,380	$2,534,263
3	ELV	Elevance Health, Inc.	6,550	$2,533,081
4	CVS	CVS HEALTH Corp	14,847	$1,535,922
5	OSCR	Oscar Health, Inc.	53,783	$1,533,891
6	CI	Cigna Group	4,852	$1,337,599

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,858,293	9,283	+5.6%	Shares	Sole	2026-07-27
2026-03-31	$2,379,568	8,794	-13.1%	Shares	Sole	2026-04-28
2025-12-31	$3,339,062	10,115	+14.1%	Shares	Sole	2026-01-28
2025-09-30	$3,060,048	8,862	+28.0%	Shares	Sole	2025-10-23
2025-06-30	$2,159,144	6,921	-15.1%	Shares	Sole	2025-07-23
2025-03-31	$4,268,562	8,150	-19.6%	Shares	Sole	2025-07-25
2024-12-31	$5,125,373	10,132	-49.0%	Shares	Sole	2025-01-22
2024-09-30	$11,618,760	19,872	+31.6%	Shares	Sole	2024-10-21
2024-06-30	$7,690,844	15,102	+4.5%	Shares	Sole	2024-07-09
2024-03-31	$7,151,383	14,456	-8.1%	Shares	Sole	2024-04-15
2023-12-31	$8,281,373	15,730	+853.3%	Shares	Sole	2024-01-16
2023-09-30	$831,913	1,650	-64.7%	Shares	Sole	2023-10-24
2023-06-30	$2,245,069	4,671	—	Shares	Sole	2023-08-09
No filing history on record for this holder in this stock.