Brookstone Capital Management

Position in UNH — Unitedhealth Group Inc

CIK 1599584 WHEATON, IL

Position in UNH

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$7,611,016

+$3,042,646 QoQ

Shares Held

18,312

+8.5% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.21%

of 13F equity value

Holder Rank

#821

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

Brookstone Capital Management holds $12,577,128 across 4 Healthcare Plans names. UNH ranks #1 (60.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc This page	18,312	$7,611,016
2	CVS	CVS HEALTH Corp	29,402	$3,041,636
3	ELV	Elevance Health, Inc.	3,840	$1,485,043
4	CI	Cigna Group	1,594	$439,433

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,611,016	18,312	+8.5%	Shares	Sole	2026-07-15
2026-03-31	$4,568,370	16,883	-3.4%	Shares	Sole	2026-04-16
2025-12-31	$5,771,973	17,485	-1.3%	Shares	Sole	2026-01-15
2025-09-30	$6,116,989	17,715	+2.7%	Shares	Sole	2025-10-15
2025-06-30	$5,381,794	17,251	+29.8%	Shares	Sole	2025-07-30
2025-03-31	$6,961,161	13,291	-49.7%	Shares	Sole	2025-04-29
2024-12-31	$13,376,961	26,444	+8.9%	Shares	Sole	2025-01-13
2024-09-30	$14,201,292	24,289	+6.7%	Shares	Sole	2024-10-08
2024-06-30	$11,590,757	22,760	-15.0%	Shares	Sole	2024-07-18
2024-03-31	$13,238,666	26,761	+19.3%	Shares	Sole	2024-04-15
2023-12-31	$11,811,354	22,435	+1.0%	Shares	Sole	2024-01-11
2023-09-30	$11,198,059	22,210	+37.6%	Shares	Sole	2023-10-20
2023-06-30	$7,757,529	16,140	+4.2%	Shares	Sole	2023-07-11
2023-03-31	$7,318,528	15,486	+14.3%	Shares	Sole	2023-04-19
2022-12-31	$7,184,469	13,551	+2.9%	Shares	Sole	2023-01-09
2022-09-30	$6,652,891	13,173	+14.4%	Shares	Sole	2022-10-14
2022-06-30	$5,915,990	11,518	-19.5%	Shares	Sole	2022-07-11
2022-03-31	$7,298,180	14,311	-8.3%	Shares	Sole	2022-04-12
2021-12-31	$7,835,392	15,604	+17.7%	Shares	Sole	2022-01-11
2021-09-30	$5,180,430	13,258	+0.9%	Shares	Sole	2021-11-03
2021-06-30	$5,262,582	13,142	+56.7%	Shares	Sole	2021-07-14
2021-03-31	$3,120,179	8,386	+9.3%	Shares	Sole	2021-04-16
2020-12-31	$2,690,767	7,673	+6.6%	Shares	Sole	2021-01-13
2020-09-30	$2,244,744	7,200	+13.5%	Shares	Sole	2020-10-13
2020-06-30	$1,870,277	6,341	+23.2%	Shares	Sole	2020-07-21
2020-03-31	$1,284,057	5,149	—	Shares	Sole	2020-04-14
No filing history on record for this holder in this stock.