PERSONAL CFO SOLUTIONS, LLC

Position in UNH — Unitedhealth Group Inc

CIK 1677501 CHESTER, NJ

Position in UNH

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$2,470,089

+$960,197 QoQ

Shares Held

5,943

+6.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.41%

of 13F equity value

Holder Rank

#1,293

of 3,349 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 16% Shared 0% None 84%

Healthcare · as of Jun 30, 2026

PERSONAL CFO SOLUTIONS, LLC holds $6,234,801 across 7 Healthcare Plans names. UNH ranks #1 (39.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc This page	5,943	$2,470,089
2	CVS	CVS HEALTH Corp	10,757	$1,112,811
3	CNC	Centene Corp	15,182	$974,532
4	CI	Cigna Group	3,038	$837,515
5	ALHC	Alignment Healthcare, Inc.	16,195	$385,602
6	HUM	Humana Inc	612	$243,098
7	ELV	Elevance Health, Inc.	546	$211,154

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,470,089	5,943	+6.5%	Shares	Sole	2026-08-07
2026-03-31	$1,509,892	5,580	+20.0%	Shares	Sole	2026-04-30
2025-12-31	$1,534,681	4,649	-13.9%	Shares	Defined	2026-01-22
2025-09-30	$1,864,274	5,399	+30.8%	Shares	Defined	2025-11-10
2025-06-30	$1,288,124	4,129	-5.8%	Shares	Defined	2025-08-12
2025-03-31	$2,295,596	4,383	+5.4%	Shares	Defined	2025-04-30
2024-12-31	$2,103,871	4,159	-12.1%	Shares	Defined	2025-02-07
2024-09-30	$2,767,290	4,733	+0.5%	Shares	Defined	2024-11-14
2024-06-30	$2,399,123	4,711	+0.1%	Shares	Defined	2024-08-09
2024-03-31	$2,329,047	4,708	+6.7%	Shares	Defined	2024-05-13
2023-12-31	$2,323,838	4,414	-0.6%	Shares	Defined	2024-02-13
2023-09-30	$2,238,099	4,439	+1.7%	Shares	Defined	2023-11-13
2023-06-30	$2,098,474	4,366	+0.7%	Shares	Defined	2023-08-10
2023-03-31	$2,049,150	4,336	-1.0%	Shares	Defined	2023-05-09
2022-12-31	$2,321,658	4,379	-1.8%	Shares	Defined	2023-02-14
2022-09-30	$2,251,468	4,458	-4.2%	Shares	Defined	2022-11-01
2022-06-30	$2,390,947	4,655	-0.5%	Shares	Defined	2022-08-05
2022-03-31	$2,386,659	4,680	+2.4%	Shares	Defined	2022-05-02
2021-12-31	$2,295,281	4,571	-4.0%	Shares	Defined	2022-02-11
2021-09-30	$1,860,313	4,761	-0.5%	Shares	Defined	2021-11-18
2021-06-30	$1,915,304	4,783	-3.0%	Shares	Defined	2021-07-22
2021-03-31	$1,834,677	4,931	+3.7%	Shares	Defined	2021-04-21
2020-12-31	$1,667,483	4,755	+8.3%	Shares	Defined	2021-02-09
2020-09-30	$1,000	4,391	+155.1%	Shares	Defined	2020-11-02
2020-06-30	$507,608	1,721	+29.9%	Shares	Defined	2020-08-03
2020-03-31	$330,428	1,325	—	Shares	Defined	2020-04-30
No filing history on record for this holder in this stock.