SILVER OAK SECURITIES, INCORPORATED

Broker-Dealer

Position in UNH — Unitedhealth Group Inc

CIK 1080576 JACKSON, TN

Position in UNH

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$597,675

+$88,966 QoQ

Shares Held

1,438

-23.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#2,190

of 3,349 holders

Holding Since

Mar 2022

18 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

SILVER OAK SECURITIES, INCORPORATED holds $1,790,111 across 4 Healthcare Plans names. UNH ranks #2 (33.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ELV	Elevance Health, Inc.	1,596	$617,221
2	UNH	Unitedhealth Group Inc This page	1,438	$597,675
3	CVS	CVS HEALTH Corp	3,867	$400,041
4	HUM	Humana Inc	441	$175,174

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$597,675	1,438	-23.5%	Shares	Sole	2026-08-07
2026-03-31	$508,709	1,880	-31.4%	Shares	Sole	2026-04-20
2025-12-31	$904,501	2,740	+11.9%	Shares	Sole	2026-01-15
2025-09-30	$845,294	2,448	+42.4%	Shares	Sole	2025-10-21
2025-06-30	$536,276	1,719	-38.8%	Shares	Sole	2025-07-11
2025-03-31	$1,470,690	2,808	-2.4%	Shares	Sole	2025-04-29
2024-12-31	$1,455,865	2,878	+24.0%	Shares	Sole	2025-01-27
2024-09-30	$1,357,042	2,321	+24.0%	Shares	Sole	2024-10-23
2024-06-30	$953,334	1,872	+6.4%	Shares	Sole	2024-07-12
2024-03-31	$870,672	1,760	-24.7%	Shares	Sole	2024-05-10
2023-12-31	$1,229,833	2,336	+114.3%	Shares	Sole	2024-02-05
2023-09-30	$549,567	1,090	-57.6%	Shares	Sole	2023-11-20
2023-06-30	$1,236,206	2,572	+37.4%	Shares	Sole	2023-08-02
2023-03-31	$884,688	1,872	-20.8%	Shares	Sole	2023-05-05
2022-12-31	$1,253,875	2,365	+117.0%	Shares	Sole	2023-02-02
2022-09-30	$550,493	1,090	-41.6%	Shares	Sole	2023-10-23
2022-06-30	$957,919	1,865	+14.8%	Shares	Sole	2022-08-15
2022-03-31	$828,701	1,625	—	Shares	Sole	2022-05-10
No filing history on record for this holder in this stock.