Formidable Asset Management, LLC
Position in UNH — Unitedhealth Group Inc
CIK 1592613
CINCINNATI, OH
Position in UNH
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$1,265,593
+$187,292 QoQ
Shares Held
3,045
-23.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#1,663
of 3,349 holders
Holding Since
Jun 2020
25 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, 2026Formidable Asset Management, LLC holds $2,300,403 across 2 Healthcare Plans names. UNH ranks #1 (55.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
This page
|
3,045 | $1,265,593 | |
| 2 | CVS |
CVS HEALTH Corp
|
10,003 | $1,034,810 |
All Filings in UNH
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,265,593 | 3,045 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $1,078,301 | 3,985 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $1,397,025 | 4,232 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $2,060,405 | 5,967 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $1,608,829 | 5,157 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $2,711,453 | 5,177 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $2,594,555 | 5,129 | Shares | Sole | 2025-02-19 | |
| 2024-09-30 | $3,108,743 | 5,317 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $2,759,170 | 5,418 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $2,553,146 | 5,161 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $724,422 | 1,376 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $693,765 | 1,376 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $694,524 | 1,445 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $682,892 | 1,445 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $713,092 | 1,345 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $689,884 | 1,366 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $691,345 | 1,346 | Shares | Sole | 2022-08-18 | |
| 2022-03-31 | $681,319 | 1,336 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $680,901 | 1,356 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $530,234 | 1,357 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $764,038 | 1,908 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $533,920 | 1,435 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $474,820 | 1,354 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $422,136 | 1,354 | Shares | Sole | 2020-12-14 | |
| 2020-06-30 | $403,786 | 1,369 | Shares | Sole | 2020-08-13 | |
| No filing history on record for this holder in this stock. | ||||||