FOUNDERS FINANCIAL SECURITIES LLC
Broker-DealerPosition in UNH — Unitedhealth Group Inc
CIK 1342396
TOWSON, MD
Position in UNH
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$795,931
-$349,205 QoQ
Shares Held
1,915
-54.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#1,983
of 3,349 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 18%
None 82%
Common Shares in UNH Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026FOUNDERS FINANCIAL SECURITIES LLC holds $3,897,465 across 2 Healthcare Plans names. UNH ranks #2 (20.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVS |
CVS HEALTH Corp
|
29,981 | $3,101,534 | |
| 2 | UNH |
Unitedhealth Group Inc
This page
|
1,915 | $795,931 |
All Filings in UNH
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $795,931 | 1,915 | Shares | Defined | 2026-07-31 | |
| 2026-03-31 | $1,145,136 | 4,232 | Shares | Defined | 2026-04-17 | |
| 2025-12-31 | $1,467,669 | 4,446 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,574,568 | 4,560 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $2,532,884 | 8,119 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $3,865,798 | 7,381 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $3,525,338 | 6,969 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $4,068,788 | 6,959 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $3,721,672 | 7,308 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $3,423,818 | 6,921 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $4,179,645 | 7,939 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $3,268,663 | 6,483 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $2,921,810 | 6,079 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $2,871,456 | 6,076 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $2,939,317 | 5,544 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $2,697,418 | 5,341 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $2,815,206 | 5,481 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $2,804,325 | 5,499 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $2,661,342 | 5,300 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $2,059,981 | 5,272 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $2,014,213 | 5,030 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $1,868,907 | 5,023 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $1,477,765 | 4,214 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $1,161,655 | 3,726 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $1,098,983 | 3,726 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $700,009 | 2,807 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||