Oakmont Advisory Group, LLC

Position in UNH — Unitedhealth Group Inc

CIK 2115370 ALBUQUERQUE, NM

Position in UNH

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$19,950

New position

Shares Held

48

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#3,273

of 3,349 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

Oakmont Advisory Group, LLC holds $43,027 across 4 Healthcare Plans names. UNH ranks #1 (46.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc This page	48	$19,950
2	CI	Cigna Group	72	$19,848
3	CVS	CVS HEALTH Corp	20	$2,069
4	ELV	Elevance Health, Inc.	3	$1,160

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$19,950	48	—	Shares	Sole	2026-08-03
No filing history on record for this holder in this stock.