TRAPHAGEN INVESTMENT ADVISORS LLC

Position in UNH — Unitedhealth Group Inc

CIK 2023380 ORADELL, NJ

Position in UNH

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$200,749

-$142,235 QoQ

Shares Held

483

-53.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#3,052

of 3,349 holders

Holding Since

Dec 2021

18 quarters on record

Healthcare · as of Jun 30, 2026

TRAPHAGEN INVESTMENT ADVISORS LLC holds $501,167 across 2 Healthcare Plans names. UNH ranks #2 (40.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	CVS	CVS HEALTH Corp	2,904	$300,418
2	UNH	Unitedhealth Group Inc This page	483	$200,749

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$200,749	483	-53.5%	Shares	Sole	2026-07-16
2025-12-31	$342,984	1,039	-11.6%	Shares	Sole	2026-01-27
2025-09-30	$405,727	1,175	-16.4%	Shares	Sole	2025-10-07
2025-06-30	$438,629	1,406	+20.4%	Shares	Sole	2025-07-23
2025-03-31	$611,740	1,168	-0.3%	Shares	Sole	2025-04-17
2024-12-31	$592,867	1,172	+16.6%	Shares	Sole	2025-01-17
2024-09-30	$587,603	1,005	+0.7%	Shares	Sole	2024-10-21
2024-06-30	$508,241	998	-0.7%	Shares	Sole	2024-07-23
2024-03-31	$497,173	1,005	-4.3%	Shares	Sole	2024-05-15
2023-12-31	$552,793	1,050	+22.5%	Shares	Sole	2024-06-17
2023-09-30	$432,090	857	-2.4%	Shares	Sole	2024-06-17
2023-06-30	$422,001	878	+1.3%	Shares	Sole	2024-06-17
2023-03-31	$409,735	867	+10.6%	Shares	Sole	2024-06-17
2022-12-31	$415,661	784	+3.2%	Shares	Sole	2024-06-17
2022-09-30	$383,830	760	-3.4%	Shares	Sole	2024-06-17
2022-06-30	$404,226	787	+9.2%	Shares	Sole	2024-06-17
2022-03-31	$367,688	721	+8.9%	Shares	Sole	2024-06-17
2021-12-31	$332,416	662	—	Shares	Sole	2024-06-17
No filing history on record for this holder in this stock.