BEACON FINANCIAL GROUP

Position in UNH — Unitedhealth Group Inc

CIK 1591379 DALLAS, TX

Position in UNH

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$1,098,925

+$420,556 QoQ

Shares Held

2,644

+5.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.30%

of 13F equity value

Holder Rank

#1,758

of 3,349 holders

Holding Since

Mar 2020

26 quarters on record

Healthcare · as of Jun 30, 2026

BEACON FINANCIAL GROUP holds $2,095,668 across 3 Healthcare Plans names. UNH ranks #1 (52.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc This page	2,644	$1,098,925
2	CVS	CVS HEALTH Corp	5,262	$544,353
3	CI	Cigna Group	1,641	$452,390

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,098,925	2,644	+5.5%	Shares	Sole	2026-07-16
2026-03-31	$678,369	2,507	-2.3%	Shares	Sole	2026-04-30
2025-12-31	$847,392	2,567	-1.8%	Shares	Sole	2026-04-01
2025-09-30	$902,268	2,613	-1.2%	Shares	Sole	2025-10-08
2025-06-30	$825,472	2,646	+2.1%	Shares	Sole	2025-07-09
2025-03-31	$1,357,036	2,591	-9.3%	Shares	Sole	2025-04-10
2024-12-31	$1,444,736	2,856	-5.2%	Shares	Sole	2025-01-29
2024-09-30	$1,762,225	3,014	+2.8%	Shares	Sole	2024-11-12
2024-06-30	$1,493,659	2,933	-0.4%	Shares	Sole	2024-08-06
2024-03-31	$1,457,386	2,946	-4.3%	Shares	Sole	2024-05-07
2023-12-31	$1,620,474	3,078	+15.1%	Shares	Sole	2024-02-23
2023-09-30	$1,348,204	2,674	-1.8%	Shares	Sole	2023-10-16
2023-06-30	$1,308,782	2,723	-7.1%	Shares	Sole	2023-07-20
2023-03-31	$1,385,161	2,931	-19.5%	Shares	Sole	2023-04-14
2022-12-31	$1,929,325	3,639	-6.0%	Shares	Sole	2023-01-19
2022-09-30	$1,954,504	3,870	+0.7%	Shares	Sole	2022-10-13
2022-06-30	$1,974,393	3,844	-0.4%	Shares	Sole	2022-07-19
2022-03-31	$1,968,994	3,861	+0.9%	Shares	Sole	2022-04-08
2021-12-31	$1,921,689	3,827	-17.5%	Shares	Sole	2022-01-07
2021-09-30	$1,813,424	4,641	+2.6%	Shares	Sole	2021-10-13
2021-06-30	$1,811,991	4,525	-1.5%	Shares	Sole	2021-07-26
2021-03-31	$1,709,661	4,595	0.0%	Shares	Sole	2021-08-16
2020-12-31	$1,611,374	4,595	-1.4%	Shares	Sole	2021-01-15
2020-09-30	$1,453,471	4,662	0.0%	Shares	Sole	2020-10-13
2020-06-30	$1,375,056	4,662	+43.2%	Shares	Sole	2020-08-05
2020-03-31	$811,731	3,255	—	Shares	Sole	2020-06-29
No filing history on record for this holder in this stock.