Patriot Financial Group Insurance Agency, LLC

Insurance

Position in UNH — Unitedhealth Group Inc

CIK 1694883 Westborough, MA

Back to UNH Full portfolio

Position in UNH

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$1,065,675

-$373,322 QoQ

Shares Held

2,564

-51.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.23%

of 13F equity value

Holder Rank

#1,780

of 3,349 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Common Shares in UNH Over Time

Shares Held

Position Value (USD)

Derivatives in UNH

reported options exposure · as of Dec 31, 2025

CallValue

$231,077

CallShares

700

PutValue

PutShares

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Healthcare Plans

Healthcare · as of Jun 30, 2026

Patriot Financial Group Insurance Agency, LLC holds $4,600,032 across 4 Healthcare Plans names. UNH ranks #3 (23.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CI	Cigna Group	5,668	$1,562,554
2	CVS	CVS HEALTH Corp	14,881	$1,539,439
3	UNH	Unitedhealth Group Inc This page	2,564	$1,065,675
4	ELV	Elevance Health, Inc.	1,118	$432,364

All Filings in UNH

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27 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,065,675	2,564	-51.8%	Shares	Sole	2026-07-16
2026-03-31	$1,438,997	5,318	+59.1%	Shares	Sole	2026-04-22
2025-12-31	$1,103,557	3,343	-9.4%	Shares	Sole	2026-01-26
2025-12-31	$231,077	700	—	Call	Sole	2026-01-26
2025-09-30	$1,274,502	3,691	-30.5%	Shares	Sole	2025-10-08
2025-06-30	$1,657,184	5,312	+42.5%	Shares	Sole	2025-07-21
2025-03-31	$1,953,063	3,729	+6.0%	Shares	Sole	2025-04-14
2024-12-31	$1,779,615	3,518	+3.0%	Shares	Sole	2025-01-22
2024-09-30	$1,997,266	3,416	-2.3%	Shares	Sole	2024-10-24
2024-06-30	$1,780,882	3,497	+7.9%	Shares	Sole	2024-07-26
2024-03-31	$1,603,322	3,241	+48.9%	Shares	Sole	2024-04-30
2023-12-31	$1,145,598	2,176	-0.9%	Shares	Sole	2024-01-19
2023-09-30	$1,107,201	2,196	-0.2%	Shares	Sole	2023-10-19
2023-06-30	$1,057,888	2,201	+6.3%	Shares	Sole	2023-07-17
2023-03-31	$978,733	2,071	+11.6%	Shares	Sole	2023-04-20
2022-12-31	$983,483	1,855	-7.9%	Shares	Sole	2023-01-17
2022-09-30	$1,017,150	2,014	-1.6%	Shares	Sole	2022-11-01
2022-06-30	$1,051,400	2,047	-3.7%	Shares	Sole	2022-07-29
2022-03-31	$1,083,686	2,125	+2.9%	Shares	Sole	2022-05-11
2021-12-31	$1,036,919	2,065	-17.9%	Shares	Sole	2022-01-10
2021-09-30	$982,711	2,515	+11.9%	Shares	Sole	2021-11-24
2021-06-30	$899,788	2,247	+8.1%	Shares	Sole	2021-07-30
2021-03-31	$773,161	2,078	+18.0%	Shares	Sole	2021-04-29
2020-12-31	$617,547	1,761	+53.5%	Shares	Sole	2021-01-15
2020-09-30	$357,600	1,147	+8.4%	Shares	Sole	2020-10-21
2020-06-30	$312,057	1,058	+14.9%	Shares	Sole	2020-07-10
2020-03-31	$229,678	921	—	Shares	Sole	2020-04-15
No filing history on record for this holder in this stock.