IFP Advisors, Inc

Position in UNH — Unitedhealth Group Inc

CIK 1641866 TAMPA, FL

Position in UNH

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

Position Value

$16,306,411

+$4,185,332 QoQ

Shares Held

39,233

-12.4% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.68%

of 13F equity value

Holder Rank

#591

of 3,353 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

IFP Advisors, Inc holds $22,478,166 across 10 Healthcare Plans names. UNH ranks #1 (72.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc This page	39,233	$16,306,411
2	CI	Cigna Group	13,132	$3,620,229
3	CVS	CVS HEALTH Corp	9,638	$997,051
4	MOH	Molina Healthcare, Inc.	2,924	$668,718
5	CNC	Centene Corp	6,263	$402,021
6	ELV	Elevance Health, Inc.	792	$306,290
7	OSCR	Oscar Health, Inc.	2,139	$61,004
8	HUM	Humana Inc	148	$58,788

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$16,306,411	39,233	-12.4%	Shares	Sole	2026-07-20
2026-03-31	$12,121,079	44,795	+76.0%	Shares	Sole	2026-04-13
2025-12-31	$8,401,959	25,452	+96.5%	Shares	Sole	2026-02-06
2025-09-30	$4,473,361	12,955	-37.4%	Shares	Sole	2026-02-06
2025-06-30	$6,452,475	20,683	+20.7%	Shares	Sole	2025-07-24
2025-03-31	$8,976,027	17,138	+5.6%	Shares	Sole	2025-05-05
2024-12-31	$8,208,590	16,227	+2.6%	Shares	Sole	2025-02-04
2024-09-30	$9,246,129	15,814	+19.1%	Shares	Sole	2025-02-04
2024-06-30	$6,761,954	13,278	+3.5%	Shares	Sole	2024-07-30
2024-03-31	$6,344,032	12,824	+7.3%	Shares	Sole	2024-07-30
2023-12-31	$6,291,842	11,951	-24.6%	Shares	Sole	2024-01-09
2023-09-30	$7,987,377	15,842	+4.5%	Shares	Sole	2023-10-12
2023-06-30	$7,289,386	15,166	+12.5%	Shares	Sole	2023-08-04
2023-03-31	$6,373,348	13,486	-32.9%	Shares	Sole	2023-04-18
2022-12-31	$3,505	20,111	+1.1%	Shares	Sole	2023-02-07
2022-09-30	$10,050,296	19,900	+9.1%	Shares	Sole	2022-11-08
2022-06-30	$9,371,179	18,245	+34.4%	Shares	Sole	2022-09-06
2022-03-31	$6,921,822	13,573	+0.5%	Shares	Sole	2022-08-08
2021-12-31	$6,782,907	13,508	+18.1%	Shares	Sole	2022-01-12
2021-09-30	$4,468,893	11,437	-2.8%	Shares	Sole	2021-10-06
2021-06-30	$4,712,377	11,768	+3.1%	Shares	Sole	2021-07-13
2021-03-31	$4,246,062	11,412	+4.5%	Shares	Sole	2021-04-30
2020-12-31	$3,831,179	10,925	+0.6%	Shares	Sole	2021-01-25
2020-09-30	$3,385,822	10,860	+4.4%	Shares	Sole	2020-10-29
2020-06-30	$3,068,954	10,405	-31.6%	Shares	Sole	2020-08-05
2020-03-31	$3,791,822	15,205	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.