Position in UNH
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$1,681,223
+$96,648 QoQ
Shares Held
4,045
-30.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#1,501
of 3,349 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in UNH Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026PFG Advisors holds $1,984,471 across 2 Healthcare Plans names. UNH ranks #1 (84.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
This page
|
4,045 | $1,681,223 | |
| 2 | CI |
Cigna Group
|
1,100 | $303,248 |
All Filings in UNH
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,681,223 | 4,045 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $1,584,575 | 5,856 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $2,164,201 | 6,556 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $4,805,194 | 13,916 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $4,234,680 | 13,574 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $5,929,897 | 11,322 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $4,778,353 | 9,446 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $5,797,102 | 9,915 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $5,321,257 | 10,449 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $5,039,014 | 10,186 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $5,216,791 | 9,909 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $4,673,841 | 9,270 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $5,916,678 | 12,310 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $5,262,762 | 11,136 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $5,342,093 | 10,076 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $4,099,409 | 8,117 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $3,882,529 | 7,559 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $3,741,649 | 7,337 | Shares | Sole | 2022-04-19 | |
| 2021-12-31 | $3,050,500 | 6,075 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $2,583,963 | 6,613 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $2,688,954 | 6,715 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $2,519,285 | 6,771 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $1,751,997 | 4,996 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $1,686,675 | 5,410 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $1,606,887 | 5,448 | Shares | Sole | 2020-07-16 | |
| 2020-03-31 | $1,357,375 | 5,443 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||