Position in UNH
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$2,238,998
+$685,541 QoQ
Shares Held
5,387
-6.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#1,349
of 3,349 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in UNH Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026RFG Advisory, LLC holds $5,734,191 across 6 Healthcare Plans names. UNH ranks #1 (39.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
This page
|
5,387 | $2,238,998 | |
| 2 | CI |
Cigna Group
|
4,145 | $1,142,693 | |
| 3 | CVS |
CVS HEALTH Corp
|
9,525 | $985,361 | |
| 4 | ELV |
Elevance Health, Inc.
|
2,046 | $791,249 | |
| 5 | CNC |
Centene Corp
|
7,339 | $471,090 | |
| 6 | CLOV |
Clover Health Investments, Corp. /De
|
20,000 | $104,800 |
All Filings in UNH
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,238,998 | 5,387 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $1,553,457 | 5,741 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $2,046,351 | 6,199 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $2,283,468 | 6,613 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $8,908,615 | 28,556 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $2,756,496 | 5,263 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $2,344,661 | 4,635 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $2,622,289 | 4,485 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $2,489,262 | 4,888 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $2,302,828 | 4,655 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $3,446,799 | 6,547 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $3,289,335 | 6,524 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $2,469,528 | 5,138 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $2,439,982 | 5,163 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $2,860,321 | 5,395 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $3,663,560 | 7,254 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $3,609,791 | 7,028 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $2,117,905 | 4,153 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $2,388,177 | 4,756 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $1,975,972 | 5,057 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $2,078,684 | 5,191 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $2,099,591 | 5,643 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $1,946,274 | 5,550 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $1,883,090 | 6,040 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $1,687,998 | 5,723 | Shares | Sole | 2020-08-03 | |
| 2020-03-31 | $1,372,587 | 5,504 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||