Transamerica Financial Advisors, LLC
Position in UNH — Unitedhealth Group Inc
CIK 1502149
CEDAR RAPIDS, IA
Position in UNH
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$2,717,804
+$995,770 QoQ
Shares Held
6,539
+2.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.45%
of 13F equity value
Holder Rank
#1,253
of 3,349 holders
Holding Since
Mar 2020
20 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, 2026Transamerica Financial Advisors, LLC holds $4,605,555 across 10 Healthcare Plans names. UNH ranks #1 (59.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
This page
|
6,539 | $2,717,804 | |
| 2 | CI |
Cigna Group
|
3,652 | $1,006,783 | |
| 3 | CVS |
CVS HEALTH Corp
|
3,755 | $388,454 | |
| 4 | HUM |
Humana Inc
|
503 | $199,801 | |
| 5 | ALHC |
Alignment Healthcare, Inc.
|
6,249 | $148,788 | |
| 6 | ELV |
Elevance Health, Inc.
|
243 | $93,975 | |
| 7 | CNC |
Centene Corp
|
656 | $42,108 | |
| 8 | MOH |
Molina Healthcare, Inc.
|
33 | $7,547 |
All Filings in UNH
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,717,804 | 6,539 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $1,722,034 | 6,364 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,376,888 | 4,171 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,186,450 | 3,436 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,104,061 | 3,539 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,435,075 | 2,740 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,418,937 | 2,805 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $1,765,733 | 3,020 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $4,398,987 | 8,638 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $4,273,218 | 8,638 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $422,755 | 803 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $196,634 | 390 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $148,037 | 308 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $145,557 | 308 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $163,295 | 308 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $161,612 | 320 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $158,198 | 308 | Shares | Sole | 2022-08-15 | |
| 2020-09-30 | $935 | 3 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $371,342 | 1,259 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $249 | 1 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||