Abacus Planning Group, Inc.

Position in UNH — Unitedhealth Group Inc

CIK 1602730 COLUMBIA, SC

Position in UNH

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$808,815

+$275,483 QoQ

Shares Held

1,946

-1.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.33%

of 13F equity value

Holder Rank

#1,966

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

Abacus Planning Group, Inc. holds $2,258,057 across 4 Healthcare Plans names. UNH ranks #1 (35.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc This page	1,946	$808,815
2	CVS	CVS HEALTH Corp	5,013	$518,594
3	CI	Cigna Group	1,771	$488,229
4	ELV	Elevance Health, Inc.	1,144	$442,419

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$808,815	1,946	-1.3%	Shares	Sole	2026-07-20
2026-03-31	$533,332	1,971	-10.4%	Shares	Sole	2026-04-08
2025-12-31	$725,911	2,199	+11.0%	Shares	Sole	2026-01-16
2025-09-30	$684,039	1,981	+7.1%	Shares	Sole	2025-10-22
2025-06-30	$577,144	1,850	-20.7%	Shares	Sole	2025-07-21
2025-03-31	$1,221,908	2,333	-4.7%	Shares	Sole	2025-04-14
2024-12-31	$1,238,851	2,449	-3.4%	Shares	Sole	2025-02-03
2024-09-30	$1,482,163	2,535	+24.4%	Shares	Sole	2024-10-02
2024-06-30	$1,037,871	2,038	+14.6%	Shares	Sole	2024-07-31
2024-03-31	$879,576	1,778	-11.1%	Shares	Sole	2024-04-12
2023-12-31	$1,052,413	1,999	+1.5%	Shares	Sole	2024-01-19
2023-09-30	$993,254	1,970	+2.4%	Shares	Sole	2023-10-11
2023-06-30	$924,270	1,923	+0.3%	Shares	Sole	2023-07-07
2023-03-31	$905,955	1,917	+3.1%	Shares	Sole	2023-04-18
2022-12-31	$986,134	1,860	-1.7%	Shares	Sole	2023-01-19
2022-09-30	$955,535	1,892	+1.0%	Shares	Sole	2022-10-19
2022-06-30	$962,542	1,874	0.0%	Shares	Sole	2022-07-18
2022-03-31	$955,683	1,874	0.0%	Shares	Sole	2022-04-13
2021-12-31	$941,010	1,874	+25.8%	Shares	Sole	2022-01-18
2021-09-30	$582,202	1,490	+3.5%	Shares	Sole	2021-10-19
2021-06-30	$576,233	1,439	-27.0%	Shares	Sole	2021-07-20
2021-03-31	$733,349	1,971	+2.1%	Shares	Sole	2021-04-27
2020-12-31	$677,163	1,931	0.0%	Shares	Sole	2021-02-01
2020-09-30	$602,027	1,931	0.0%	Shares	Sole	2020-11-03
2020-06-30	$569,548	1,931	-0.1%	Shares	Sole	2020-08-11
2020-03-31	$482,051	1,933	—	Shares	Sole	2020-04-30
No filing history on record for this holder in this stock.