MARK SHEPTOFF FINANCIAL PLANNING, LLC

Position in UNH — Unitedhealth Group Inc

CIK 1607355 GLASTONBURY, CT

Position in UNH

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$1,358,278

+$482,108 QoQ

Shares Held

3,268

+0.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.81%

of 13F equity value

Holder Rank

#1,625

of 3,349 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

MARK SHEPTOFF FINANCIAL PLANNING, LLC holds $1,604,500 across 4 Healthcare Plans names. UNH ranks #1 (84.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc This page	3,268	$1,358,278
2	CVS	CVS HEALTH Corp	2,283	$236,176
3	ELV	Elevance Health, Inc.	16	$6,187
4	CI	Cigna Group	14	$3,859

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,358,278	3,268	+0.9%	Shares	Sole	2026-08-13
2026-03-31	$876,170	3,238	-65.0%	Shares	Sole	2026-05-11
2025-12-31	$3,053,187	9,249	-17.2%	Shares	Sole	2026-02-12
2025-09-30	$3,855,619	11,166	+14.0%	Shares	Sole	2025-11-13
2025-06-30	$3,056,370	9,797	-59.4%	Shares	Sole	2025-08-06
2025-03-31	$12,644,896	24,143	-6.9%	Shares	Sole	2025-05-13
2024-12-31	$13,120,996	25,938	-7.1%	Shares	Sole	2025-02-12
2024-09-30	$16,323,096	27,918	-2.3%	Shares	Sole	2024-11-14
2024-06-30	$14,556,178	28,583	-2.8%	Shares	Sole	2024-08-12
2024-03-31	$14,547,642	29,407	-0.9%	Shares	Sole	2024-05-10
2023-12-31	$15,624,576	29,678	-1.7%	Shares	Sole	2024-02-09
2023-09-30	$15,214,437	30,176	-1.5%	Shares	Sole	2023-11-13
2023-06-30	$14,722,483	30,631	-0.6%	Shares	Sole	2023-08-10
2023-03-31	$14,566,641	30,823	-0.8%	Shares	Sole	2023-05-11
2022-12-31	$16,477,994	31,080	-0.0%	Shares	Sole	2023-02-14
2022-09-30	$15,698,663	31,084	+0.2%	Shares	Sole	2022-11-09
2022-06-30	$15,938,452	31,031	-0.9%	Shares	Sole	2022-08-11
2022-03-31	$15,964,100	31,304	-2.5%	Shares	Sole	2022-05-12
2021-12-31	$16,119,196	32,101	+0.0%	Shares	Sole	2022-02-11
2021-09-30	$12,541,191	32,096	-2.2%	Shares	Sole	2021-11-10
2021-06-30	$13,141,639	32,818	-1.7%	Shares	Sole	2021-08-12
2021-03-31	$12,417,836	33,375	+0.0%	Shares	Sole	2021-05-11
2020-12-31	$11,702,892	33,372	-3.3%	Shares	Sole	2021-02-11
2020-09-30	$10,764,794	34,528	-0.8%	Shares	Sole	2020-11-12
2020-06-30	$10,262,785	34,795	-3.0%	Shares	Sole	2020-08-10
2020-03-31	$8,942,268	35,858	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.