NATIONS FINANCIAL GROUP INC, /IA/ /ADV

Position in UNH — Unitedhealth Group Inc

CIK 1109767 CEDAR RAPIDS, IA

Position in UNH

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$1,123,447

+$355,784 QoQ

Shares Held

2,703

-4.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#1,733

of 3,349 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

NATIONS FINANCIAL GROUP INC, /IA/ /ADV holds $2,949,439 across 4 Healthcare Plans names. UNH ranks #1 (38.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc This page	2,703	$1,123,447
2	CVS	CVS HEALTH Corp	9,253	$957,222
3	CI	Cigna Group	2,137	$589,128
4	HUM	Humana Inc	704	$279,642

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,123,447	2,703	-4.7%	Shares	Sole	2026-07-23
2026-03-31	$767,663	2,837	+10.7%	Shares	Sole	2026-04-15
2025-12-31	$846,071	2,563	+25.2%	Shares	Sole	2026-01-26
2025-09-30	$706,829	2,047	-3.0%	Shares	Sole	2025-10-28
2025-06-30	$658,568	2,111	-75.7%	Shares	Sole	2025-08-11
2025-03-31	$4,558,720	8,704	-28.9%	Shares	Sole	2025-05-13
2024-12-31	$6,190,208	12,237	-1.6%	Shares	Sole	2025-01-30
2024-09-30	$7,274,003	12,441	+9.2%	Shares	Sole	2024-11-04
2024-06-30	$5,800,471	11,390	+0.4%	Shares	Sole	2024-07-29
2024-03-31	$5,612,371	11,345	-0.5%	Shares	Sole	2024-04-23
2023-12-31	$6,003,337	11,403	+5.1%	Shares	Sole	2024-02-09
2023-09-30	$5,471,974	10,853	+12.8%	Shares	Sole	2023-11-14
2023-06-30	$4,624,718	9,622	+1.0%	Shares	Sole	2023-08-14
2023-03-31	$4,500,947	9,524	-15.7%	Shares	Sole	2023-05-15
2022-12-31	$5,992,624	11,303	+193.1%	Shares	Sole	2023-02-07
2022-09-30	$1,947,939	3,857	+3.1%	Shares	Sole	2022-11-14
2022-06-30	$1,920,976	3,740	-2.0%	Shares	Sole	2022-08-15
2022-03-31	$1,946,555	3,817	+6.0%	Shares	Sole	2022-05-13
2021-12-31	$1,807,704	3,600	+9.8%	Shares	Sole	2022-02-10
2021-09-30	$1,281,236	3,279	-11.8%	Shares	Sole	2021-11-12
2021-06-30	$1,488,035	3,716	+3.7%	Shares	Sole	2021-08-16
2021-03-31	$1,332,754	3,582	-7.3%	Shares	Sole	2021-05-14
2020-12-31	$1,355,728	3,866	+0.2%	Shares	Sole	2021-02-16
2020-09-30	$1,202,496	3,857	+8.8%	Shares	Sole	2020-11-12
2020-06-30	$1,045,597	3,545	-0.5%	Shares	Sole	2020-08-13
2020-03-31	$888,540	3,563	—	Shares	Sole	2020-05-08
No filing history on record for this holder in this stock.