Phoenix Financial Ltd.

Position in UNH — Unitedhealth Group Inc

CIK 1679543 Givatayim, L3

Position in UNH

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$26,263,658

+$13,489,646 QoQ

Shares Held

63,190

+33.9% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

0.28%

of 13F equity value

Holder Rank

#492

of 3,349 holders

Holding Since

Jun 2020

20 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

Phoenix Financial Ltd. holds $26,263,658 across 1 Healthcare Plans name. UNH ranks #1 (100.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	UNH	Unitedhealth Group Inc This page	63,190	$26,263,658

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$26,263,658	63,190	+33.9%	Shares	Sole	2026-08-11
2026-03-31	$12,774,012	47,208	+0.5%	Shares	Sole	2026-05-11
2025-12-31	$15,501,635	46,959	+11.8%	Shares	Sole	2026-02-05
2025-09-30	$14,497,764	41,986	+111.5%	Shares	Sole	2025-11-13
2025-06-30	$6,192,292	19,849	-29.9%	Shares	Sole	2025-07-30
2025-03-31	$14,828,409	28,312	-33.8%	Shares	Sole	2025-05-07
2024-12-31	$21,622,479	42,744	+2.5%	Shares	Sole	2025-02-13
2024-09-30	$24,380,570	41,699	-3.0%	Shares	Sole	2024-11-05
2024-06-30	$21,889,012	42,982	+34.1%	Shares	Sole	2024-08-12
2024-03-31	$15,857,607	32,055	+53.3%	Shares	Sole	2024-05-15
2023-12-31	$11,011,119	20,915	-4.8%	Shares	Sole	2024-02-14
2023-09-30	$11,074,533	21,965	+17.8%	Shares	Sole	2023-12-04
2023-06-30	$8,960,570	18,643	+45.2%	Shares	Sole	2023-08-07
2023-03-31	$6,069,000	12,842	+104.2%	Shares	Sole	2023-05-11
2022-12-31	$3,334,301	6,289	+10.6%	Shares	Sole	2023-02-13
2022-09-30	$2,870,646	5,684	-8.4%	Shares	Sole	2022-11-10
2022-06-30	$3,188,101	6,207	-19.9%	Shares	Sole	2022-08-15
2022-03-31	$3,952,266	7,750	+906.5%	Shares	Sole	2022-05-10
2021-12-31	$386,647	770	-38.9%	Shares	Defined	2022-02-07
2020-06-30	$371,931	1,261	—	Shares	Defined	2020-08-10
No filing history on record for this holder in this stock.