LAUREL OAK WEALTH MANAGEMENT, LLC

Position in UNH — Unitedhealth Group Inc

CIK 2111403 MARLTON, NJ

Position in UNH

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$613,469

+$235,996 QoQ

Shares Held

1,476

+5.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.20%

of 13F equity value

Holder Rank

#2,177

of 3,349 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

LAUREL OAK WEALTH MANAGEMENT, LLC holds $1,109,740 across 3 Healthcare Plans names. UNH ranks #1 (55.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc This page	1,476	$613,469
2	ELV	Elevance Health, Inc.	645	$249,440
3	CVS	CVS HEALTH Corp	2,386	$246,831

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$613,469	1,476	+5.8%	Shares	Sole	2026-07-21
2026-03-31	$377,473	1,395	-5.2%	Shares	Sole	2026-04-21
2025-12-31	$485,921	1,472	—	Shares	Sole	2026-02-12
No filing history on record for this holder in this stock.