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MN Wealth Advisors, LLC

SEC CIK
0001992972
Latest filing
Jul 23, 2026

UNH holding history

UnitedHealth Group Inc in every 13F filed by MN Wealth Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

UNH overviewAll 13F holders of UNHFull Q2 2026 holdings

Shares (Q2 2026)
544
Value
$226.3K
% of portfolio
0.1%
Quarters held
9
Since Q4 2023
Holdings of UNH by MN Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026544$226.3K0.1%−617−53.1%ReducedHolders
Q1 20261,161$314.3K0.2%−4−0.3%ReducedHolders
Q4 20251,165$384.7K0.2%+70+6.4%AddedHolders
Q3 20251,095$378.3K0.2%+166+17.9%AddedHolders
Q2 2025929$289.9K0.2%+929NewHolders
Q4 20240$00.0%−460−100.0%Sold outHolders
Q3 2024460$269.1K0.2%−84−15.4%ReducedHolders
Q2 2024544$277.3K0.2%+21+4.0%AddedHolders
Q1 2024523$259.0K0.2%−63−10.8%ReducedHolders
Q4 2023586$308.8K0.2%–No prior filingHolders