Provenance Wealth Advisors, LLC
Position in UNH — Unitedhealth Group Inc
CIK 2081584
FORT LAUDERDALE, FL
Position in UNH
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$94,348
+$45,913 QoQ
Shares Held
227
+26.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#3,152
of 3,349 holders
Holding Since
Sep 2023
12 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, 2026Provenance Wealth Advisors, LLC holds $641,977 across 5 Healthcare Plans names. UNH ranks #3 (14.7% of the industry book) .
All Filings in UNH
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $94,348 | 227 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $48,435 | 179 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $79,886 | 242 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $83,562 | 242 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $21,525 | 69 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $451,996 | 863 | Shares | Sole | 2025-08-15 | |
| 2024-12-31 | $1,330,917 | 2,631 | Shares | Sole | 2025-08-15 | |
| 2024-09-30 | $322,158 | 551 | Shares | Sole | 2025-08-15 | |
| 2024-06-30 | $287,222 | 564 | Shares | Sole | 2025-08-15 | |
| 2024-03-31 | $295,335 | 597 | Shares | Sole | 2025-08-15 | |
| 2023-12-31 | $322,199 | 612 | Shares | Sole | 2025-08-15 | |
| 2023-09-30 | $252,095 | 500 | Shares | Sole | 2025-08-15 | |
| No filing history on record for this holder in this stock. | ||||||