HighPoint Advisor Group LLC

Position in UNH — Unitedhealth Group Inc

CIK 1616034 DOWNERS GROVE, IL

Position in UNH

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$4,800,526

+$399,921 QoQ

Shares Held

11,550

-29.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.44%

of 13F equity value

Holder Rank

#996

of 3,349 holders

Holding Since

Mar 2020

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

HighPoint Advisor Group LLC holds $5,446,592 across 3 Healthcare Plans names. UNH ranks #1 (88.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc This page	11,550	$4,800,526
2	CVS	CVS HEALTH Corp	3,191	$330,108
3	ELV	Elevance Health, Inc.	817	$315,958

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,800,526	11,550	-29.0%	Shares	Sole	2026-08-05
2026-03-31	$4,400,605	16,263	+3.0%	Shares	Sole	2026-05-14
2025-12-31	$5,214,417	15,796	-50.0%	Shares	Sole	2026-05-14
2025-09-30	$10,899,739	31,566	+39.7%	Shares	Sole	2025-11-05
2025-06-30	$7,048,026	22,592	-11.4%	Shares	Sole	2025-08-07
2025-03-31	$13,349,340	25,488	-1.6%	Shares	Sole	2025-05-05
2024-12-31	$13,109,361	25,915	-17.7%	Shares	Sole	2025-02-12
2024-09-30	$18,406,895	31,482	-0.6%	Shares	Sole	2024-11-04
2024-06-30	$18,245	31,657	+51.8%	Shares	Sole	2024-08-08
2024-03-31	$10,313,505	20,848	-2.5%	Shares	Sole	2024-05-14
2023-12-31	$11,253,296	21,375	+35.2%	Shares	Sole	2024-03-26
2022-06-30	$8,122,544	15,814	+1.8%	Shares	Sole	2022-08-15
2021-09-30	$6,072,099	15,540	+1.4%	Shares	Sole	2021-11-15
2021-06-30	$6,133,939	15,318	+22.4%	Shares	Sole	2021-07-29
2021-03-31	$4,657,944	12,519	-3.8%	Shares	Sole	2021-04-12
2020-12-31	$4,564,450	13,016	+58.6%	Shares	Sole	2021-02-10
2020-09-30	$2,559,008	8,208	+6.5%	Shares	Sole	2020-11-06
2020-06-30	$2,272,589	7,705	+3.0%	Shares	Sole	2020-08-13
2020-03-31	$1,865,113	7,479	—	Shares	Sole	2020-05-01
No filing history on record for this holder in this stock.