ALBION FINANCIAL GROUP /UT

Position in UNH — Unitedhealth Group Inc

CIK 1054677 SALT LAKE CITY, UT

Position in UNH

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$34,497

+$26,921 QoQ

Shares Held

+196.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#3,233

of 3,349 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

ALBION FINANCIAL GROUP /UT holds $63,807 across 4 Healthcare Plans names. UNH ranks #1 (54.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc This page	83	$34,497
2	ELV	Elevance Health, Inc.	52	$20,109
3	CI	Cigna Group	27	$7,443
4	CVS	CVS HEALTH Corp	17	$1,758

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$34,497	83	+196.4%	Shares	Sole	2026-07-22
2026-03-31	$7,576	28	-62.7%	Shares	Sole	2026-04-27
2025-12-31	$24,758	75	-77.0%	Shares	Sole	2026-01-21
2025-09-30	$112,567	326	-37.2%	Shares	Sole	2025-10-20
2025-06-30	$161,912	519	-98.5%	Shares	Sole	2025-07-17
2025-03-31	$18,097,133	34,553	-0.8%	Shares	Sole	2025-04-25
2024-12-31	$17,620,621	34,833	-3.3%	Shares	Sole	2025-01-17
2024-09-30	$21,052,572	36,007	+2.0%	Shares	Sole	2024-10-09
2024-06-30	$17,981,970	35,310	-1.1%	Shares	Sole	2024-07-10
2024-03-31	$17,654,853	35,688	-2.3%	Shares	Sole	2024-04-19
2023-12-31	$19,227,737	36,522	+0.1%	Shares	Sole	2024-01-26
2023-09-30	$18,388,313	36,471	-1.3%	Shares	Sole	2023-11-01
2023-06-30	$17,768,780	36,969	-1.8%	Shares	Sole	2023-07-25
2023-03-31	$17,785,924	37,635	-2.6%	Shares	Sole	2023-04-18
2022-12-31	$20,488,806	38,645	+0.3%	Shares	Sole	2023-02-03
2022-09-30	$19,464,746	38,541	-0.4%	Shares	Sole	2022-10-27
2022-06-30	$19,884,158	38,713	+4.1%	Shares	Sole	2022-07-29
2022-03-31	$18,968,334	37,195	+2.0%	Shares	Sole	2022-05-09
2021-12-31	$18,316,058	36,476	+0.0%	Shares	Sole	2022-02-15
2021-09-30	$14,250,287	36,470	+0.3%	Shares	Sole	2021-10-19
2021-06-30	$14,555,193	36,348	+2.6%	Shares	Sole	2021-08-12
2020-12-31	$12,429,151	35,443	+7.3%	Shares	Sole	2021-02-19
2020-09-30	$10,301,816	33,043	+2.8%	Shares	Sole	2020-11-13
2020-06-30	$9,478,808	32,137	+6.2%	Shares	Sole	2020-08-17
2020-03-31	$7,548,233	30,268	—	Shares	Sole	2020-05-08
No filing history on record for this holder in this stock.