DIVERSIFY WEALTH MANAGEMENT, LLC

Position in UNH — Unitedhealth Group Inc

CIK 2030780 SANDY, UT

Position in UNH

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

Position Value

$13,880,379

+$6,115,529 QoQ

Shares Held

33,396

+16.4% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.42%

of 13F equity value

Holder Rank

#628

of 3,349 holders

Holding Since

Jun 2024

9 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

DIVERSIFY WEALTH MANAGEMENT, LLC holds $21,293,063 across 6 Healthcare Plans names. UNH ranks #1 (65.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc This page	33,396	$13,880,379
2	CVS	CVS HEALTH Corp	33,706	$3,486,885
3	CI	Cigna Group	5,230	$1,441,806
4	ELV	Elevance Health, Inc.	2,198	$850,032
5	CNC	Centene Corp	12,896	$827,794
6	MOH	Molina Healthcare, Inc.	3,525	$806,167

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$13,880,379	33,396	+16.4%	Shares	Sole	2026-07-30
2026-03-31	$7,764,850	28,696	+132.6%	Shares	Sole	2026-05-01
2025-12-31	$4,072,236	12,336	-1.0%	Shares	Sole	2026-02-03
2025-09-30	$4,301,056	12,456	+7.6%	Shares	Sole	2025-11-12
2025-06-30	$3,610,116	11,572	+22.1%	Shares	Sole	2025-08-14
2025-03-31	$4,965,673	9,481	-22.1%	Shares	Sole	2025-05-01
2024-12-31	$6,154,292	12,166	+16.0%	Shares	Sole	2025-01-16
2024-09-30	$6,132,123	10,488	-21.7%	Shares	Sole	2024-10-25
2024-06-30	$6,817,972	13,388	—	Shares	Sole	2024-08-08
No filing history on record for this holder in this stock.