JNBA Financial Advisors

Position in UNH — Unitedhealth Group Inc

CIK 1569118 BLOOMINGTON, MN

Position in UNH

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$1,872,413

+$673,970 QoQ

Shares Held

4,505

+1.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.91%

of 13F equity value

Holder Rank

#1,440

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

JNBA Financial Advisors holds $2,598,439 across 5 Healthcare Plans names. UNH ranks #1 (72.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc This page	4,505	$1,872,413
2	CVS	CVS HEALTH Corp	3,998	$413,593
3	CI	Cigna Group	1,083	$298,561
4	CNC	Centene Corp	186	$11,939
5	ELV	Elevance Health, Inc.	5	$1,933

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,872,413	4,505	+1.7%	Shares	Sole	2026-07-23
2026-03-31	$1,198,443	4,429	-3.8%	Shares	Sole	2026-04-23
2025-12-31	$1,519,496	4,603	0.0%	Shares	Sole	2026-01-26
2025-09-30	$1,589,415	4,603	+1.7%	Shares	Sole	2025-10-28
2025-06-30	$1,411,664	4,525	-2.0%	Shares	Sole	2025-07-24
2025-03-31	$2,419,201	4,619	-0.3%	Shares	Sole	2025-04-25
2024-12-31	$2,343,143	4,632	-1.2%	Shares	Sole	2025-01-30
2024-09-30	$2,739,810	4,686	+0.4%	Shares	Sole	2024-10-31
2024-06-30	$2,376,207	4,666	0.0%	Shares	Sole	2024-07-22
2024-03-31	$2,308,270	4,666	-5.4%	Shares	Sole	2024-04-26
2023-12-31	$2,596,023	4,931	-2.8%	Shares	Sole	2024-02-08
2023-09-30	$2,557,251	5,072	-0.1%	Shares	Sole	2023-11-02
2023-06-30	$2,440,689	5,078	+2.3%	Shares	Sole	2023-08-03
2023-03-31	$2,345,464	4,963	-0.3%	Shares	Sole	2023-05-02
2022-12-31	$2,640,296	4,980	-2.3%	Shares	Sole	2023-02-07
2022-09-30	$2,575,198	5,099	-2.0%	Shares	Sole	2022-11-07
2022-06-30	$2,672,416	5,203	+7.0%	Shares	Sole	2022-07-22
2022-03-31	$2,478,964	4,861	-4.2%	Shares	Sole	2022-04-29
2021-12-31	$2,548,862	5,076	-0.8%	Shares	Sole	2022-02-03
2021-09-30	$2,000,198	5,119	+5.8%	Shares	Sole	2021-11-10
2021-06-30	$1,936,928	4,837	+0.1%	Shares	Sole	2021-08-04
2021-03-31	$1,797,842	4,832	+10.5%	Shares	Sole	2021-05-03
2020-12-31	$1,533,523	4,373	-3.2%	Shares	Sole	2021-01-25
2020-09-30	$1,408,888	4,519	+0.1%	Shares	Sole	2020-11-05
2020-06-30	$1,331,109	4,513	-0.2%	Shares	Sole	2020-07-24
2020-03-31	$1,127,945	4,523	—	Shares	Sole	2020-05-01
No filing history on record for this holder in this stock.