First Business Financial Services, Inc.
Position in UNH — Unitedhealth Group Inc
CIK 1521951
MADISON, WI
Position in UNH
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$320,450
+$117,508 QoQ
Shares Held
771
+2.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#2,653
of 3,349 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UNH Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026First Business Financial Services, Inc. holds $559,626 across 2 Healthcare Plans names. UNH ranks #1 (57.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
This page
|
771 | $320,450 | |
| 2 | CVS |
CVS HEALTH Corp
|
2,312 | $239,176 |
All Filings in UNH
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $320,450 | 771 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $202,942 | 750 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $290,166 | 879 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $339,775 | 984 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $579,640 | 1,858 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $2,472,623 | 4,721 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $2,244,500 | 4,437 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $2,555,051 | 4,370 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $2,160,790 | 4,243 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $2,060,920 | 4,166 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $2,189,062 | 4,158 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,056,086 | 4,078 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,893,240 | 3,939 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $1,857,751 | 3,931 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $2,041,193 | 3,850 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $1,945,919 | 3,853 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $2,082,769 | 4,055 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $2,157,683 | 4,231 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $2,003,036 | 3,989 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $1,529,747 | 3,915 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $1,492,039 | 3,726 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $1,260,201 | 3,387 | Shares | Sole | 2021-04-20 | |
| 2020-12-31 | $1,099,381 | 3,135 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $1,482,154 | 4,754 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $1,408,976 | 4,777 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $1,204,754 | 4,831 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||