Fiduciary Group, LLC

Position in UNH — Unitedhealth Group Inc

CIK 1645890 SAVANNAH, GA

Position in UNH

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$572,738

+$202,842 QoQ

Shares Held

1,378

+0.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#2,220

of 3,349 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

Fiduciary Group, LLC holds $1,653,265 across 3 Healthcare Plans names. UNH ranks #2 (34.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CI	Cigna Group	2,811	$774,936
2	UNH	Unitedhealth Group Inc This page	1,378	$572,738
3	CVS	CVS HEALTH Corp	2,954	$305,591

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$572,738	1,378	+0.8%	Shares	Sole	2026-08-10
2026-03-31	$369,896	1,367	-9.7%	Shares	Sole	2026-05-11
2025-12-31	$499,786	1,514	-56.2%	Shares	Sole	2026-02-12
2025-09-30	$1,194,738	3,460	-4.3%	Shares	Sole	2025-11-12
2025-06-30	$1,127,459	3,614	+0.3%	Shares	Sole	2025-08-13
2025-03-31	$1,887,071	3,603	-0.9%	Shares	Sole	2025-04-28
2024-12-31	$1,839,812	3,637	-1.7%	Shares	Sole	2025-02-11
2024-09-30	$2,163,900	3,701	+0.2%	Shares	Sole	2024-11-13
2024-06-30	$1,881,715	3,695	+0.5%	Shares	Sole	2024-08-08
2024-03-31	$1,819,011	3,677	+0.1%	Shares	Sole	2024-05-13
2023-12-31	$1,934,250	3,674	+5.4%	Shares	Sole	2024-02-05
2023-09-30	$1,757,606	3,486	0.0%	Shares	Sole	2023-11-13
2023-06-30	$1,675,511	3,486	-4.9%	Shares	Sole	2023-07-27
2023-03-31	$1,732,042	3,665	+2.0%	Shares	Sole	2023-05-15
2022-12-31	$1,905,466	3,594	-0.1%	Shares	Sole	2023-02-07
2022-09-30	$1,816,123	3,596	-1.7%	Shares	Sole	2022-11-14
2022-06-30	$1,878,344	3,657	+7.3%	Shares	Sole	2022-08-12
2022-03-31	$1,737,977	3,408	+0.6%	Shares	Sole	2022-05-13
2021-12-31	$1,700,246	3,386	-0.3%	Shares	Sole	2022-02-14
2021-09-30	$1,326,953	3,396	0.0%	Shares	Sole	2021-10-27
2021-06-30	$1,359,894	3,396	+0.4%	Shares	Sole	2021-08-05
2021-03-31	$1,259,084	3,384	+0.1%	Shares	Sole	2021-05-03
2020-12-31	$1,184,947	3,379	-0.1%	Shares	Sole	2021-02-12
2020-09-30	$1,055,029	3,384	0.0%	Shares	Sole	2020-11-12
2020-06-30	$998,110	3,384	-1.0%	Shares	Sole	2020-08-14
2020-03-31	$852,630	3,419	—	Shares	Sole	2020-05-11
No filing history on record for this holder in this stock.