HORIZON FINANCIAL SERVICES, LLC

Position in UNH — Unitedhealth Group Inc

CIK 1674020 WINSTON SALEM, NC

Position in UNH

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

Position Value

$538,240

+$329,074 QoQ

Shares Held

1,295

+67.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

2.11%

of 13F equity value

Holder Rank

#2,262

of 3,349 holders

Holding Since

Sep 2020

22 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

HORIZON FINANCIAL SERVICES, LLC holds $581,259 across 5 Healthcare Plans names. UNH ranks #1 (92.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc This page	1,295	$538,240
2	CVS	CVS HEALTH Corp	248	$25,655
3	HUM	Humana Inc	31	$12,313
4	ELV	Elevance Health, Inc.	9	$3,480
5	ALHC	Alignment Healthcare, Inc.	66	$1,571

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$538,240	1,295	+67.5%	Shares	Sole	2026-07-20
2026-03-31	$209,166	773	+33.5%	Shares	Sole	2026-04-15
2025-12-31	$191,133	579	0.0%	Shares	Sole	2026-01-12
2025-09-30	$199,928	579	+12.6%	Shares	Sole	2025-11-12
2025-06-30	$160,352	514	+0.8%	Shares	Sole	2025-08-12
2025-03-31	$267,112	510	+0.2%	Shares	Sole	2025-05-07
2024-12-31	$257,482	509	0.0%	Shares	Sole	2025-02-12
2024-09-30	$297,602	509	-39.5%	Shares	Sole	2024-11-13
2024-06-30	$428,796	842	0.0%	Shares	Sole	2024-08-15
2024-03-31	$416,537	842	-2.5%	Shares	Sole	2024-04-26
2023-12-31	$454,870	864	+0.1%	Shares	Sole	2024-02-15
2023-09-30	$435,115	863	0.0%	Shares	Sole	2023-10-26
2023-06-30	$414,792	863	+54.4%	Shares	Sole	2023-07-20
2023-03-31	$264,177	559	+0.2%	Shares	Sole	2023-04-20
2022-12-31	$295,840	558	0.0%	Shares	Sole	2023-01-18
2022-09-30	$281,812	558	-15.3%	Shares	Sole	2022-10-21
2022-06-30	$338,482	659	+13.6%	Shares	Sole	2022-07-22
2021-09-30	$226,629	580	+1060.0%	Shares	Sole	2021-10-22
2021-06-30	$20,022	50	-91.4%	Shares	Sole	2021-07-22
2021-03-31	$215,800	580	0.0%	Shares	Sole	2021-04-21
2020-12-31	$203,394	580	0.0%	Shares	Sole	2021-01-19
2020-09-30	$180,826	580	—	Shares	Sole	2020-11-13
No filing history on record for this holder in this stock.