E&G Advisors, LP

Position in UNH — Unitedhealth Group Inc

CIK 1598550 HOUSTON, TX

Position in UNH

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

Position Value

$1,222,783

+$415,884 QoQ

Shares Held

2,942

-1.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.50%

of 13F equity value

Holder Rank

#1,686

of 3,353 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

E&G Advisors, LP holds $2,090,258 across 3 Healthcare Plans names. UNH ranks #1 (58.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc This page	2,942	$1,222,783
2	CI	Cigna Group	2,164	$596,571
3	HUM	Humana Inc	682	$270,904

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,222,783	2,942	-1.3%	Shares	Sole	2026-07-23
2026-03-31	$806,899	2,982	+0.3%	Shares	Sole	2026-04-21
2025-12-31	$981,417	2,973	-0.3%	Shares	Sole	2026-01-23
2025-09-30	$1,030,029	2,983	+1.7%	Shares	Sole	2025-10-21
2025-06-30	$915,008	2,933	+0.2%	Shares	Sole	2025-07-14
2025-03-31	$1,533,540	2,928	-1.2%	Shares	Sole	2025-04-23
2024-12-31	$1,498,863	2,963	+1.0%	Shares	Sole	2025-01-24
2024-09-30	$1,714,866	2,933	0.0%	Shares	Sole	2024-10-18
2024-06-30	$1,493,659	2,933	0.0%	Shares	Sole	2024-07-18
2024-03-31	$1,450,955	2,933	+2.8%	Shares	Sole	2024-04-19
2023-12-31	$1,501,492	2,852	+0.1%	Shares	Sole	2024-01-25
2023-09-30	$1,436,941	2,850	-1.0%	Shares	Sole	2023-10-25
2023-06-30	$1,384,243	2,880	0.0%	Shares	Sole	2023-07-21
2023-03-31	$1,361,059	2,880	-51.0%	Shares	Sole	2023-07-20
2022-12-31	$3,114,277	5,874	+2.2%	Shares	Sole	2023-01-13
2022-09-30	$2,903,474	5,749	0.0%	Shares	Sole	2022-10-11
2022-06-30	$2,952,858	5,749	+2.7%	Shares	Sole	2022-07-06
2022-03-31	$2,855,322	5,599	0.0%	Shares	Sole	2022-04-12
2021-12-31	$2,811,481	5,599	0.0%	Shares	Sole	2022-01-13
2021-09-30	$2,187,753	5,599	—	Shares	Sole	2021-10-20
2021-06-30	$0	0	-100.0%	Shares	Sole	2021-07-12
2021-03-31	$2,062,756	5,544	+2.2%	Shares	Sole	2021-04-12
2020-12-31	$1,901,737	5,423	-1.1%	Shares	Sole	2021-01-26
2020-09-30	$1,709,434	5,483	+0.1%	Shares	Sole	2020-10-13
2020-06-30	$1,614,851	5,475	0.0%	Shares	Sole	2020-07-07
2020-03-31	$1,365,355	5,475	—	Shares	Sole	2020-04-08
No filing history on record for this holder in this stock.