Proficio Capital Partners LLC

Position in UNH — Unitedhealth Group Inc

CIK 1654175 NEWTON, MA

Position in UNH

as of Jun 30, 2026 · filed Aug 17, 2026 Compact

Position Value

$1,973,411

+$987,586 QoQ

Shares Held

4,748

+50.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

#1,408

of 3,349 holders

Holding Since

Mar 2020

23 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

Proficio Capital Partners LLC holds $6,033,956 across 6 Healthcare Plans names. UNH ranks #1 (32.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc This page	4,748	$1,973,411
2	CNC	Centene Corp	21,560	$1,383,936
3	CVS	CVS HEALTH Corp	10,072	$1,041,948
4	CI	Cigna Group	2,294	$632,409
5	ELV	Elevance Health, Inc.	1,400	$541,422
6	MOH	Molina Healthcare, Inc.	2,015	$460,830

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,973,411	4,748	+50.3%	Shares	Sole	2026-08-17
2025-06-30	$985,825	3,160	-12.6%	Shares	Sole	2025-08-07
2025-03-31	$1,893,356	3,615	-3.2%	Shares	Sole	2025-05-06
2024-12-31	$1,888,881	3,734	+52.1%	Shares	Sole	2025-02-06
2024-09-30	$1,435,389	2,455	-25.8%	Shares	Sole	2024-11-01
2024-06-30	$1,685,650	3,310	-8.0%	Shares	Sole	2024-07-25
2024-03-31	$1,779,435	3,597	+2.1%	Shares	Sole	2024-05-02
2023-12-31	$1,854,753	3,523	+2.4%	Shares	Sole	2024-02-13
2023-09-30	$1,734,917	3,441	-1.0%	Shares	Sole	2023-10-18
2023-06-30	$1,670,704	3,476	+9.6%	Shares	Sole	2023-08-14
2023-03-31	$1,499,055	3,172	-3.8%	Shares	Sole	2023-04-21
2022-12-31	$1,748,003	3,297	+1.6%	Shares	Sole	2023-01-30
2022-09-30	$1,638,854	3,245	+0.5%	Shares	Sole	2022-10-11
2022-06-30	$1,659,024	3,230	+9.9%	Shares	Sole	2022-08-15
2022-03-31	$1,499,311	2,940	-8.3%	Shares	Sole	2022-05-13
2021-12-31	$1,609,860	3,206	-8.7%	Shares	Sole	2022-02-11
2021-09-30	$1,371,888	3,511	-3.0%	Shares	Sole	2021-11-15
2021-06-30	$1,448,791	3,618	-0.1%	Shares	Sole	2021-08-16
2021-03-31	$1,347,265	3,621	+23.8%	Shares	Sole	2021-05-14
2020-12-31	$1,026,089	2,926	-5.7%	Shares	Sole	2021-02-11
2020-09-30	$967,422	3,103	+6.7%	Shares	Sole	2020-11-02
2020-06-30	$858,009	2,909	+16.6%	Shares	Sole	2020-08-14
2020-03-31	$621,953	2,494	—	Shares	Sole	2020-05-06
No filing history on record for this holder in this stock.