Sowell Financial Services LLC

Position in UNH — Unitedhealth Group Inc

CIK 1633697 NORTH LITTLE ROCK, AR

Position in UNH

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

Position Value

$2,445,151

+$784,541 QoQ

Shares Held

5,883

-4.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

#1,299

of 3,349 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

Sowell Financial Services LLC holds $9,963,873 across 6 Healthcare Plans names. UNH ranks #2 (24.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CVS	CVS HEALTH Corp	35,982	$3,722,337
2	UNH	Unitedhealth Group Inc This page	5,883	$2,445,151
3	CI	Cigna Group	7,470	$2,059,329
4	ELV	Elevance Health, Inc.	2,643	$1,022,127
5	HUM	Humana Inc	939	$372,989
6	CNC	Centene Corp	5,327	$341,940

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,445,151	5,883	-4.1%	Shares	Sole	2026-07-20
2026-03-31	$1,660,610	6,137	-51.1%	Shares	Sole	2026-04-20
2025-12-31	$4,142,880	12,550	+5.3%	Shares	Sole	2026-01-21
2025-09-30	$4,114,249	11,915	+104.8%	Shares	Sole	2025-10-17
2025-06-30	$1,815,353	5,819	-49.3%	Shares	Sole	2025-07-14
2025-03-31	$6,012,650	11,480	+4.1%	Shares	Sole	2025-04-17
2024-12-31	$5,581,153	11,033	+0.0%	Shares	Sole	2025-02-07
2024-09-30	$6,447,851	11,028	-3.6%	Shares	Sole	2024-10-04
2024-06-30	$5,823,388	11,435	-11.6%	Shares	Sole	2024-08-13
2024-03-31	$6,398,449	12,934	-3.7%	Shares	Sole	2024-05-03
2023-12-31	$7,069,965	13,429	+9.2%	Shares	Sole	2024-01-24
2023-09-30	$6,203,049	12,303	-17.5%	Shares	Sole	2023-11-08
2023-06-30	$7,167,784	14,913	+70.0%	Shares	Sole	2023-08-14
2023-03-31	$4,145,559	8,772	-33.3%	Shares	Sole	2023-05-12
2022-12-31	$6,968,685	13,144	-5.2%	Shares	Sole	2023-02-09
2022-09-30	$7,001,874	13,864	-13.8%	Shares	Sole	2022-11-15
2022-06-30	$8,259,684	16,081	+14.6%	Shares	Sole	2022-08-15
2021-12-31	$7,046,530	14,033	+7.3%	Shares	Sole	2022-02-09
2021-09-30	$5,108,144	13,073	+2.5%	Shares	Sole	2021-11-04
2021-06-30	$5,106,811	12,753	-18.2%	Shares	Sole	2021-08-05
2021-03-31	$5,801,687	15,593	-0.9%	Shares	Sole	2021-05-07
2020-12-31	$5,516,897	15,732	+8.9%	Shares	Sole	2021-01-13
2020-09-30	$4,505,076	14,450	+0.6%	Shares	Sole	2020-11-12
2020-06-30	$4,235,187	14,359	-30.5%	Shares	Sole	2020-08-13
2020-03-31	$5,150,943	20,655	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.