Plante Moran Financial Advisors, LLC
Position in UNH — Unitedhealth Group Inc
CIK 1424717
SOUTHFIELD, MI
Position in UNH
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$258,937
+$54,371 QoQ
Shares Held
623
-17.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#2,830
of 3,349 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in UNH Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Plante Moran Financial Advisors, LLC holds $389,307 across 9 Healthcare Plans names. UNH ranks #1 (66.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
This page
|
623 | $258,937 | |
| 2 | CVS |
CVS HEALTH Corp
|
642 | $66,414 | |
| 3 | CI |
Cigna Group
|
138 | $38,043 | |
| 4 | ELV |
Elevance Health, Inc.
|
55 | $21,270 | |
| 5 | MOH |
Molina Healthcare, Inc.
|
12 | $2,744 | |
| 6 | ALHC |
Alignment Healthcare, Inc.
|
33 | $785 | |
| 7 | PGNY |
Progyny, Inc.
|
16 | $461 | |
| 8 | HUM |
Humana Inc
|
1 | $397 |
All Filings in UNH
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $258,937 | 623 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $204,566 | 756 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $278,612 | 844 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $384,664 | 1,114 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $402,753 | 1,291 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $677,208 | 1,293 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $1,077,481 | 2,130 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $1,390,953 | 2,379 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $1,244,122 | 2,443 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,186,785 | 2,399 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $1,299,327 | 2,468 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $1,249,887 | 2,479 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $1,193,909 | 2,484 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $1,033,554 | 2,187 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $1,190,784 | 2,246 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $1,159,066 | 2,295 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $1,217,816 | 2,371 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $1,188,740 | 2,331 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $1,385,906 | 2,760 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $981,538 | 2,512 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $1,016,717 | 2,539 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $900,409 | 2,420 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $837,423 | 2,388 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $564,927 | 1,812 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $506,134 | 1,716 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $408,484 | 1,638 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||