FINANCIAL CONSULATE, INC

Position in UNH — Unitedhealth Group Inc

CIK 1624510 HUNT VALLEY, MD

Position in UNH

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$471,740

+$175,715 QoQ

Shares Held

1,135

+3.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.36%

of 13F equity value

Holder Rank

#2,352

of 3,349 holders

Holding Since

Mar 2020

17 quarters on record

Voting authority Sole 96% Shared 0% None 4%

Healthcare · as of Jun 30, 2026

FINANCIAL CONSULATE, INC holds $693,213 across 7 Healthcare Plans names. UNH ranks #1 (68.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc This page	1,135	$471,740
2	CI	Cigna Group	275	$75,812
3	ELV	Elevance Health, Inc.	174	$67,291
4	CVS	CVS HEALTH Corp	626	$64,759
5	CNC	Centene Corp	189	$12,131
6	HUM	Humana Inc	2	$794
7	MOH	Molina Healthcare, Inc.	3	$686

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$471,740	1,135	+3.7%	Shares	Sole	2026-07-23
2026-03-31	$296,025	1,094	+1.8%	Shares	Sole	2026-04-21
2025-12-31	$354,868	1,075	-1.9%	Shares	Sole	2026-01-22
2025-09-30	$378,448	1,096	+0.9%	Shares	Sole	2025-10-21
2023-03-31	$513,232	1,086	-2.5%	Shares	Other	2023-04-17
2022-12-31	$590,620	1,114	0.0%	Shares	Other	2023-01-11
2022-09-30	$562,614	1,114	0.0%	Shares	Other	2022-10-20
2022-06-30	$572,183	1,114	+2.3%	Shares	Other	2022-07-19
2022-03-31	$555,357	1,089	+4.8%	Shares	Other	2022-04-28
2021-12-31	$521,723	1,039	-0.2%	Shares	Sole	2022-02-07
2021-09-30	$406,760	1,041	0.0%	Shares	Other	2021-10-19
2021-06-30	$416,858	1,041	+3.1%	Shares	Other	2021-07-22
2021-03-31	$375,790	1,010	0.0%	Shares	Other	2021-04-19
2020-12-31	$354,186	1,010	-17.3%	Shares	Other	2021-01-29
2020-09-30	$380,982	1,222	+0.2%	Shares	Other	2020-10-20
2020-06-30	$359,839	1,220	0.0%	Shares	Other	2020-07-22
2020-03-31	$304,243	1,220	—	Shares	Other	2020-04-29
No filing history on record for this holder in this stock.