Position in UNH
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$574,400
+$210,728 QoQ
Shares Held
1,382
+2.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.53%
of 13F equity value
Holder Rank
#2,216
of 3,349 holders
Holding Since
Dec 2024
7 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, 2026AGH Wealth Advisors, LLC holds $931,405 across 2 Healthcare Plans names. UNH ranks #1 (61.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
This page
|
1,382 | $574,400 | |
| 2 | CVS |
CVS HEALTH Corp
|
3,451 | $357,005 |
All Filings in UNH
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $574,400 | 1,382 | Shares | Other | 2026-07-22 | |
| 2026-03-31 | $363,672 | 1,344 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $395,140 | 1,197 | Shares | Other | 2026-02-04 | |
| 2025-09-30 | $551,444 | 1,597 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $518,181 | 1,661 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $1,144,393 | 2,185 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $1,100,751 | 2,176 | Shares | Other | 2025-04-04 | |
| No filing history on record for this holder in this stock. | ||||||