FOSTER & MOTLEY INC

Position in UNH — Unitedhealth Group Inc

CIK 1163902 CINCINNATI, OH

Position in UNH

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

Position Value

$1,208,236

+$398,090 QoQ

Shares Held

2,907

-2.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#1,683

of 3,340 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

FOSTER & MOTLEY INC holds $4,050,910 across 3 Healthcare Plans names. UNH ranks #2 (29.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CVS	CVS HEALTH Corp	17,720	$1,833,134
2	UNH	Unitedhealth Group Inc This page	2,907	$1,208,236
3	CI	Cigna Group	3,662	$1,009,540

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,208,236	2,907	-2.9%	Shares	Sole	2026-08-07
2026-03-31	$810,146	2,994	-20.5%	Shares	Sole	2026-04-21
2025-12-31	$1,243,194	3,766	-11.5%	Shares	Sole	2026-01-15
2025-09-30	$1,469,251	4,255	-12.7%	Shares	Sole	2025-10-23
2025-06-30	$1,520,541	4,874	-7.9%	Shares	Sole	2025-07-29
2025-03-31	$2,770,637	5,290	-11.6%	Shares	Sole	2025-05-08
2024-12-31	$3,026,054	5,982	-1.8%	Shares	Sole	2025-01-23
2024-09-30	$3,560,116	6,089	-4.5%	Shares	Sole	2024-10-30
2024-06-30	$3,247,551	6,377	+0.4%	Shares	Sole	2024-08-02
2024-03-31	$3,142,829	6,353	-2.5%	Shares	Sole	2024-04-18
2023-12-31	$3,429,425	6,514	-7.9%	Shares	Sole	2024-02-01
2023-09-30	$3,564,623	7,070	-5.5%	Shares	Sole	2023-10-24
2023-06-30	$3,594,706	7,479	+1.7%	Shares	Sole	2023-08-08
2023-03-31	$3,476,372	7,356	-1.7%	Shares	Sole	2023-05-09
2022-12-31	$3,967,867	7,484	+0.6%	Shares	Sole	2023-02-09
2022-09-30	$3,755,982	7,437	-3.7%	Shares	Sole	2022-11-04
2022-06-30	$3,965,737	7,721	-5.2%	Shares	Sole	2022-08-09
2022-03-31	$4,155,235	8,148	-0.7%	Shares	Sole	2022-04-28
2021-12-31	$4,119,556	8,204	-0.8%	Shares	Sole	2022-01-25
2021-09-30	$3,232,201	8,272	-1.3%	Shares	Sole	2021-10-29
2021-06-30	$3,357,288	8,384	-2.1%	Shares	Sole	2021-07-20
2021-03-31	$3,187,151	8,566	-3.7%	Shares	Sole	2021-04-26
2020-12-31	$3,120,350	8,898	-5.0%	Shares	Sole	2021-02-01
2020-09-30	$2,919,414	9,364	-3.7%	Shares	Sole	2020-10-19
2020-06-30	$2,867,208	9,721	-10.1%	Shares	Sole	2020-07-20
2020-03-31	$2,695,299	10,808	—	Shares	Sole	2020-04-21
No filing history on record for this holder in this stock.