Valued Wealth Advisors LLC

Position in UNH — Unitedhealth Group Inc

CIK 2007175 HOLLADAY, UT

Position in UNH

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$68,578

+$25,555 QoQ

Shares Held

165

+3.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.41%

of 13F equity value

Holder Rank

#3,171

of 3,340 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Valued Wealth Advisors LLC holds $93,596 across 7 Healthcare Plans names. UNH ranks #1 (73.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc This page	165	$68,578
2	CNC	Centene Corp	126	$8,087
3	OSCR	Oscar Health, Inc.	252	$7,187
4	ELV	Elevance Health, Inc.	14	$5,414
5	CI	Cigna Group	12	$3,308
6	HUM	Humana Inc	2	$794
7	MOH	Molina Healthcare, Inc.	1	$228

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$68,578	165	+3.8%	Shares	Sole	2026-07-21
2026-03-31	$43,023	159	-0.6%	Shares	Sole	2026-04-30
2025-12-31	$52,817	160	+0.6%	Shares	Sole	2026-01-30
2025-09-30	$54,902	159	-1.2%	Shares	Sole	2025-10-29
2025-06-30	$50,227	161	-4.2%	Shares	Sole	2025-08-06
2025-03-31	$87,990	168	-10.6%	Shares	Sole	2025-05-01
2024-12-31	$95,101	188	-8.7%	Shares	Sole	2025-01-22
2024-09-30	$120,444	206	+16.4%	Shares	Sole	2024-10-28
2024-06-30	$90,139	177	+1.7%	Shares	Sole	2024-07-17
2024-03-31	$86,077	174	+0.6%	Shares	Sole	2024-04-30
2023-12-31	$91,079	173	—	Shares	Sole	2024-01-08
No filing history on record for this holder in this stock.