UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC
Position in UNH — Unitedhealth Group Inc
CIK 2011649
PITTSBURGH, PA
Position in UNH
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$576,063
+$201,026 QoQ
Shares Held
1,386
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.58%
of 13F equity value
Holder Rank
#2,213
of 3,349 holders
Holding Since
Dec 2023
11 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 Jun 30, 2026UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC holds $829,722 across 2 Healthcare Plans names. UNH ranks #1 (69.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
This page
|
1,386 | $576,063 | |
| 2 | CVS |
CVS HEALTH Corp
|
2,452 | $253,659 |
All Filings in UNH
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $576,063 | 1,386 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $375,037 | 1,386 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $457,532 | 1,386 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,007,585 | 2,918 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $687,581 | 2,204 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,266,427 | 2,418 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,114,915 | 2,204 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,406,740 | 2,406 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,139,214 | 2,237 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,104,170 | 2,232 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,175,081 | 2,232 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||