First Affirmative Financial Network

Position in UNH — Unitedhealth Group Inc

CIK 1656282 COLORADO SPRINGS, CO

Position in UNH

as of Mar 31, 2026 · filed May 11, 2026 Compact

Position Value

$376,931

-$113,049 QoQ

Shares Held

1,393

-1.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.20%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2021

18 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Mar 31, 2026

First Affirmative Financial Network holds $697,831 across 2 Healthcare Plans names. UNH ranks #1 (54.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	UNH	Unitedhealth Group Inc This page	1,393	$376,931
2	CI	Cigna Group	1,203	$320,900

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$376,931	1,393	-1.8%	Shares	Sole	2026-05-11
2025-09-30	$489,980	1,419	-2.7%	Shares	Sole	2025-11-20
2025-06-30	$455,164	1,459	-1.7%	Shares	Sole	2025-11-20
2025-03-31	$777,245	1,484	-7.4%	Shares	Sole	2025-04-11
2024-12-31	$810,893	1,603	-2.3%	Shares	Sole	2025-01-23
2024-09-30	$959,459	1,641	+2.3%	Shares	Sole	2024-10-10
2024-06-30	$816,853	1,604	-6.2%	Shares	Sole	2024-07-10
2024-03-31	$845,937	1,710	+3.9%	Shares	Sole	2024-04-11
2023-12-31	$866,569	1,646	+16.2%	Shares	Sole	2024-01-08
2023-09-30	$714,437	1,417	-0.7%	Shares	Sole	2023-10-16
2023-06-30	$685,873	1,427	-2.7%	Shares	Sole	2023-07-10
2023-03-31	$692,816	1,466	-1.2%	Shares	Sole	2023-04-11
2022-12-31	$786,787	1,484	-13.0%	Shares	Sole	2023-01-23
2022-09-30	$861,598	1,706	-14.4%	Shares	Sole	2022-10-20
2022-06-30	$1,024,178	1,994	-8.2%	Shares	Sole	2022-07-13
2022-03-31	$1,107,654	2,172	+12.5%	Shares	Sole	2022-04-12
2021-12-31	$969,632	1,931	+6.7%	Shares	Sole	2022-02-15
2021-09-30	$707,239	1,810	—	Shares	Sole	2021-10-26
No filing history on record for this holder in this stock.