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SFMG, LLC

Position in UNH — Unitedhealth Group Inc

CIK 1512026 PLANO, TX

Position in UNH

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$917,295
+$311,715 QoQ
Shares Held
2,207
-1.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,888
of 3,353 holders
Holding Since
Sep 2020
24 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, 2026

SFMG, LLC holds $2,216,282 across 3 Healthcare Plans names. UNH ranks #2 (41.4% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 UNH
Unitedhealth Group Inc
This page
2,207 $917,295

All Filings in UNH

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24 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $917,295 2,207
2026-03-31 $605,580 2,238
2025-12-31 $699,172 2,118
2025-09-30 $736,179 2,132
2025-06-30 $540,020 1,731
2025-03-31 $859,473 1,641
2024-12-31 $946,464 1,871
2024-09-30 $898,653 1,537
2024-06-30 $754,214 1,481
2024-03-31 $777,173 1,571
2023-12-31 $770,752 1,464
2023-09-30 $707,378 1,403
2023-06-30 $677,221 1,409
2023-03-31 $746,219 1,579
2022-12-31 $832,912 1,571
2022-09-30 $808,569 1,601
2022-06-30 $753,495 1,467
2022-03-31 $498,240 977
2021-12-31 $752,707 1,499
2021-09-30 $577,513 1,478
2021-06-30 $554,609 1,385
2021-03-31 $497,829 1,338
2020-12-31 $463,949 1,323
2020-09-30 $210,756 676