Financial Advisors Network, Inc.

Position in UNH — Unitedhealth Group Inc

CIK 1697856 TUSTIN, CA

Position in UNH

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$1,711,979

+$597,960 QoQ

Shares Held

4,119

+0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.47%

of 13F equity value

Holder Rank

#1,489

of 3,349 holders

Holding Since

Mar 2020

21 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Financial Advisors Network, Inc. holds $2,296,954 across 3 Healthcare Plans names. UNH ranks #1 (74.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc This page	4,119	$1,711,979
2	CVS	CVS HEALTH Corp	3,707	$383,489
3	ELV	Elevance Health, Inc.	521	$201,486

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,711,979	4,119	+0.0%	Shares	Sole	2026-08-14
2026-03-31	$1,114,019	4,117	+5.8%	Shares	Sole	2026-05-15
2025-12-31	$1,284,458	3,891	+1.5%	Shares	Sole	2026-05-15
2025-09-30	$1,323,534	3,833	+11.6%	Shares	Sole	2025-11-14
2025-06-30	$1,071,304	3,434	-0.8%	Shares	Sole	2025-08-14
2025-03-31	$1,813,222	3,462	+0.3%	Shares	Sole	2025-05-13
2024-12-31	$1,745,722	3,451	+28.9%	Shares	Sole	2025-02-14
2023-12-31	$1,409,886	2,678	+3.6%	Shares	Sole	2024-02-09
2023-09-30	$1,303,331	2,585	+2.3%	Shares	Sole	2023-11-15
2022-12-31	$1,340,295	2,528	0.0%	Shares	Sole	2023-02-02
2022-09-30	$1,276,741	2,528	+12.4%	Shares	Sole	2022-11-14
2022-06-30	$1,155,667	2,250	0.0%	Shares	Sole	2022-08-04
2022-03-31	$1,147,432	2,250	+1.2%	Shares	Sole	2022-05-13
2021-12-31	$1,116,759	2,224	0.0%	Shares	Sole	2022-02-11
2021-09-30	$869,005	2,224	0.0%	Shares	Sole	2021-12-27
2021-06-30	$890,578	2,224	0.0%	Shares	Sole	2021-08-13
2021-03-31	$827,483	2,224	0.0%	Shares	Sole	2021-05-14
2020-12-31	$779,912	2,224	0.0%	Shares	Sole	2021-02-11
2020-09-30	$693,376	2,224	-12.8%	Shares	Sole	2020-11-13
2020-06-30	$752,122	2,550	0.0%	Shares	Sole	2020-08-11
2020-03-31	$635,919	2,550	—	Shares	Sole	2020-05-11
No filing history on record for this holder in this stock.