Merit Financial Group, LLC

Position in UNH — Unitedhealth Group Inc

CIK 1621225 ALPHARETTA, GA

Position in UNH

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

Position Value

$13,113,535

+$6,142,058 QoQ

Shares Held

31,551

+22.5% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.24%

of 13F equity value

Holder Rank

#651

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

Merit Financial Group, LLC holds $40,594,171 across 8 Healthcare Plans names. UNH ranks #1 (32.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc This page	31,551	$13,113,535
2	CNC	Centene Corp	131,756	$8,457,414
3	CVS	CVS HEALTH Corp	64,529	$6,675,521
4	MOH	Molina Healthcare, Inc.	17,245	$3,943,927
5	CI	Cigna Group	12,075	$3,328,829
6	ELV	Elevance Health, Inc.	8,206	$3,173,502
7	HUM	Humana Inc	3,825	$1,519,362
8	PGNY	Progyny, Inc.	13,253	$382,081

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$13,113,535	31,551	+22.5%	Shares	Other	2026-07-20
2026-03-31	$6,971,477	25,764	-22.4%	Shares	Other	2026-04-15
2025-12-31	$10,961,959	33,207	+29.1%	Shares	Other	2026-01-26
2025-09-30	$8,882,494	25,724	-0.8%	Shares	Other	2025-11-07
2025-06-30	$8,087,822	25,925	+26.0%	Shares	Sole	2025-07-22
2025-03-31	$10,775,108	20,573	+39.1%	Shares	Sole	2025-04-09
2024-12-31	$7,481,163	14,789	+72.2%	Shares	Sole	2025-01-15
2024-09-30	$5,020,647	8,587	-30.8%	Shares	Sole	2024-10-17
2024-06-30	$6,320,935	12,412	+5.1%	Shares	Sole	2024-08-13
2024-03-31	$5,839,933	11,805	+30.0%	Shares	Sole	2024-05-06
2023-12-31	$4,779,294	9,078	-12.0%	Shares	Sole	2024-02-06
2023-09-30	$5,202,232	10,318	+25.0%	Shares	Sole	2023-11-07
2023-06-30	$3,966,721	8,253	+25.3%	Shares	Sole	2023-08-01
2023-03-31	$3,113,895	6,589	-4.5%	Shares	Sole	2023-04-24
2022-12-31	$3,659,302	6,902	+24.9%	Shares	Sole	2023-01-13
2022-09-30	$2,790,346	5,525	-28.4%	Shares	Sole	2022-10-31
2022-06-30	$3,964,196	7,718	+351.9%	Shares	Sole	2022-08-08
2022-03-31	$871,028	1,708	+33.4%	Shares	Sole	2022-05-13
2021-12-31	$642,739	1,280	-8.5%	Shares	Sole	2022-02-14
2021-09-30	$546,645	1,399	+10.2%	Shares	Sole	2021-10-27
2021-06-30	$508,158	1,269	-3.3%	Shares	Sole	2021-08-16
2021-03-31	$488,155	1,312	-8.1%	Shares	Sole	2021-05-18
2020-12-31	$500,420	1,427	+22.0%	Shares	Sole	2021-02-12
2020-09-30	$364,770	1,170	+14.7%	Shares	Sole	2020-11-10
2020-06-30	$300,849	1,020	-2.9%	Shares	Sole	2020-08-13
2020-03-31	$261,849	1,050	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.