Valmark Advisers, Inc.

Position in UNH — Unitedhealth Group Inc

CIK 1380443 AKRON, OH

Position in UNH

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$2,250,220

+$698,928 QoQ

Shares Held

5,414

-5.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#1,345

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

Valmark Advisers, Inc. holds $3,295,977 across 4 Healthcare Plans names. UNH ranks #1 (68.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc This page	5,414	$2,250,220
2	ELV	Elevance Health, Inc.	1,254	$484,959
3	OSCR	Oscar Health, Inc.	12,358	$352,450
4	CVS	CVS HEALTH Corp	2,014	$208,348

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,250,220	5,414	-5.6%	Shares	Sole	2026-08-06
2026-03-31	$1,551,292	5,733	-1.5%	Shares	Sole	2026-05-01
2025-12-31	$1,920,579	5,818	+11.6%	Shares	Sole	2026-01-26
2025-09-30	$1,800,394	5,214	-23.5%	Shares	Sole	2025-10-24
2025-06-30	$2,126,387	6,816	-5.9%	Shares	Sole	2025-07-23
2025-03-31	$3,794,568	7,245	-2.5%	Shares	Sole	2025-04-23
2024-12-31	$3,758,539	7,430	+7.1%	Shares	Sole	2025-01-30
2024-09-30	$4,057,094	6,939	-0.4%	Shares	Sole	2024-10-25
2024-06-30	$3,549,542	6,970	+3.8%	Shares	Sole	2024-08-01
2024-03-31	$3,323,394	6,718	+8.7%	Shares	Sole	2024-05-06
2023-12-31	$3,252,531	6,178	+5.6%	Shares	Sole	2024-02-02
2023-09-30	$2,950,519	5,852	-0.8%	Shares	Sole	2023-11-08
2023-06-30	$2,835,776	5,900	-0.2%	Shares	Sole	2023-08-03
2023-03-31	$2,794,897	5,914	+6.8%	Shares	Sole	2023-05-02
2022-12-31	$2,937,197	5,540	+1.1%	Shares	Sole	2023-02-07
2022-09-30	$2,766,609	5,478	+19.7%	Shares	Sole	2022-11-03
2022-06-30	$2,351,398	4,578	-0.6%	Shares	Sole	2022-08-01
2022-03-31	$2,347,901	4,604	+6.2%	Shares	Sole	2022-05-10
2021-12-31	$2,176,776	4,335	+1.5%	Shares	Sole	2022-02-02
2021-09-30	$1,668,459	4,270	+5.3%	Shares	Sole	2021-11-09
2021-06-30	$1,623,784	4,055	+3.4%	Shares	Sole	2021-08-06
2021-03-31	$1,459,630	3,923	-1.4%	Shares	Sole	2021-05-04
2020-12-31	$1,394,654	3,977	+173.3%	Shares	Sole	2021-02-03
2020-09-30	$453,625	1,455	+9.2%	Shares	Sole	2020-11-09
2020-06-30	$393,168	1,333	-19.8%	Shares	Sole	2020-07-31
2020-03-31	$414,469	1,662	—	Shares	Sole	2020-05-01
No filing history on record for this holder in this stock.