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Fragasso Financial Advisors Inc

Position in UNH — Unitedhealth Group Inc

CIK 1613331 SEWICKLEY, PA

Position in UNH

as of Jun 30, 2026 · filed Jul 9, 2026
Position Value
$3,114,731
+$1,122,648 QoQ
Shares Held
7,494
+1.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.73%
of 13F equity value
Holder Rank
#1,193
of 3,340 holders
Holding Since
Mar 2020
26 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, 2026

Fragasso Financial Advisors Inc holds $4,334,350 across 4 Healthcare Plans names. UNH ranks #1 (71.9% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 UNH
Unitedhealth Group Inc
This page
7,494 $3,114,731

All Filings in UNH

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26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $3,114,731 7,494
2026-03-31 $1,992,083 7,362
2025-12-31 $2,501,243 7,577
2025-09-30 $2,813,504 8,148
2025-06-30 $2,584,671 8,285
2025-03-31 $4,677,611 8,931
2024-12-31 $7,395,167 14,619
2024-09-30 $9,376,513 16,037
2024-06-30 $8,362,558 16,421
2024-03-31 $7,885,023 15,939
2023-12-31 $8,421,414 15,996
2023-09-30 $8,790,552 17,435
2023-06-30 $8,345,832 17,364
2023-03-31 $8,979,210 19,000
2022-12-31 $9,910,124 18,692
2022-09-30 $9,212,434 18,241
2022-06-30 $9,573,549 18,639
2022-03-31 $9,231,986 18,103
2021-12-31 $9,040,528 18,004
2021-09-30 $6,707,833 17,167
2021-06-30 $6,257,275 15,626
2021-03-31 $5,246,187 14,100
2020-12-31 $4,686,487 13,364
2020-09-30 $4,084,810 13,102
2020-06-30 $3,785,683 12,835
2020-03-31 $3,198,797 12,827