Moisand Fitzgerald Tamayo, LLC

Position in UNH — Unitedhealth Group Inc

CIK 1649107 ORLANDO, FL

Position in UNH

as of Jun 30, 2026 · filed Jul 13, 2026 Compact

Position Value

$137,573

+$48,008 QoQ

Shares Held

331

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.31%

of 13F equity value

Holder Rank

#3,101

of 3,349 holders

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

Moisand Fitzgerald Tamayo, LLC holds $174,992 across 3 Healthcare Plans names. UNH ranks #1 (78.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc This page	331	$137,573
2	ELV	Elevance Health, Inc.	49	$18,949
3	CI	Cigna Group	67	$18,470

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$137,573	331	0.0%	Shares	Sole	2026-07-13
2026-03-31	$89,565	331	0.0%	Shares	Sole	2026-04-14
2025-12-31	$109,266	331	+46.5%	Shares	Sole	2026-01-14
2025-09-30	$78,037	226	+0.9%	Shares	Sole	2025-10-23
2025-06-30	$69,881	224	0.0%	Shares	Sole	2025-07-16
2025-03-31	$117,320	224	0.0%	Shares	Sole	2025-04-22
2024-12-31	$113,312	224	0.0%	Shares	Sole	2025-02-04
2024-09-30	$130,968	224	-11.5%	Shares	Sole	2024-10-09
2024-06-30	$128,842	253	+12.9%	Shares	Sole	2024-07-31
2024-03-31	$110,812	224	-1.8%	Shares	Sole	2024-04-16
2023-12-31	$120,035	228	0.0%	Shares	Sole	2024-01-18
2023-09-30	$114,955	228	+1.8%	Shares	Sole	2023-10-20
2023-06-30	$107,663	224	-31.7%	Shares	Sole	2023-07-12
2023-03-31	$155,009	328	+46.4%	Shares	Sole	2023-05-05
2022-12-31	$118,760	224	+85.1%	Shares	Sole	2023-01-23
2022-09-30	$61,109	121	+1628.6%	Shares	Sole	2022-10-26
2022-06-30	$3,595	7	-46.2%	Shares	Sole	2022-08-01
2022-03-31	$6,629	13	-48.0%	Shares	Sole	2022-04-29
2021-06-30	$10,011	25	+400.0%	Shares	Sole	2021-08-03
2021-03-31	$1,860	5	0.0%	Shares	Sole	2021-05-03
2020-12-31	$1,753	5	0.0%	Shares	Sole	2021-02-02
2020-09-30	$1,558	5	-50.0%	Shares	Sole	2020-11-02
2020-06-30	$2,949	10	-71.4%	Shares	Sole	2020-08-07
2020-03-31	$8,728	35	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.