Sigma Planning Corp

Position in UNH — Unitedhealth Group Inc

CIK 1449126 ANN ARBOR, MI

Position in UNH

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

Position Value

$5,288,060

+$1,359,635 QoQ

Shares Held

12,723

-12.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.27%

of 13F equity value

Holder Rank

#950

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

Sigma Planning Corp holds $7,966,078 across 4 Healthcare Plans names. UNH ranks #1 (66.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc This page	12,723	$5,288,060
2	CVS	CVS HEALTH Corp	15,568	$1,610,509
3	ELV	Elevance Health, Inc.	2,225	$860,474
4	CI	Cigna Group	751	$207,035

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,288,060	12,723	-12.4%	Shares	Sole	2026-08-07
2026-03-31	$3,928,425	14,518	-3.9%	Shares	Sole	2026-05-04
2025-12-31	$4,988,292	15,111	-7.8%	Shares	Sole	2026-01-30
2025-09-30	$5,662,229	16,398	+4.9%	Shares	Sole	2025-11-10
2025-06-30	$4,876,403	15,631	+3.9%	Shares	Sole	2025-08-05
2025-03-31	$7,881,390	15,048	+3.1%	Shares	Sole	2025-05-02
2024-12-31	$7,381,003	14,591	-3.2%	Shares	Sole	2025-02-03
2024-09-30	$8,812,296	15,072	+1.0%	Shares	Sole	2024-11-04
2024-06-30	$7,602,233	14,928	-5.9%	Shares	Sole	2024-08-06
2024-03-31	$7,847,426	15,863	+129.0%	Shares	Sole	2024-05-02
2023-12-31	$3,647,384	6,928	-53.7%	Shares	Sole	2024-02-01
2023-09-30	$7,547,220	14,969	-7.5%	Shares	Sole	2023-11-06
2023-06-30	$7,774,352	16,175	-16.9%	Shares	Sole	2023-08-02
2023-03-31	$9,200,854	19,469	-30.6%	Shares	Sole	2023-05-08
2022-12-31	$14,874,730	28,056	-7.1%	Shares	Sole	2023-01-24
2022-09-30	$15,244,127	30,184	+29.5%	Shares	Sole	2022-11-10
2022-06-30	$11,970,147	23,305	-8.9%	Shares	Sole	2022-08-11
2022-03-31	$13,042,482	25,575	-4.7%	Shares	Sole	2022-04-20
2021-12-31	$13,469,403	26,824	+4.0%	Shares	Sole	2022-02-02
2021-09-30	$10,082,654	25,804	+12.9%	Shares	Sole	2021-10-28
2021-06-30	$9,148,852	22,847	+2.9%	Shares	Sole	2021-08-13
2021-03-31	$8,264,418	22,212	+4.1%	Shares	Sole	2021-05-06
2020-12-31	$7,480,705	21,332	+11.6%	Shares	Sole	2021-02-09
2020-09-30	$5,961,354	19,121	-0.1%	Shares	Sole	2020-11-03
2020-06-30	$5,647,112	19,146	+1.9%	Shares	Sole	2020-07-31
2020-03-31	$4,687,595	18,797	—	Shares	Sole	2020-05-01
No filing history on record for this holder in this stock.