Medallion Wealth Advisors, LLC

Position in UNH — Unitedhealth Group Inc

CIK 2131139 FARMINGTON, CT

Position in UNH

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$781,384

+$83,541 QoQ

Shares Held

1,880

-27.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.65%

of 13F equity value

Holder Rank

#2,005

of 3,349 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Medallion Wealth Advisors, LLC holds $1,395,131 across 6 Healthcare Plans names. UNH ranks #1 (56.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc This page	1,880	$781,384
2	ELV	Elevance Health, Inc.	666	$257,562
3	CVS	CVS HEALTH Corp	2,424	$250,762
4	CNC	Centene Corp	1,204	$77,284
5	OSCR	Oscar Health, Inc.	600	$17,112
6	CI	Cigna Group	40	$11,027

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$781,384	1,880	-27.1%	Shares	Sole	2026-08-14
2026-03-31	$697,843	2,579	+10.3%	Shares	Sole	2026-04-24
2025-12-31	$771,790	2,338	+3.0%	Shares	Sole	2026-04-24
2025-09-30	$784,168	2,271	+0.4%	Shares	Sole	2026-04-24
2025-06-30	$705,979	2,263	+8.5%	Shares	Sole	2026-04-24
2025-03-31	$1,092,012	2,085	+31.1%	Shares	Sole	2026-04-24
2024-12-31	$804,311	1,590	—	Shares	Sole	2026-04-24
No filing history on record for this holder in this stock.