Donoghue Forlines LLC

Position in UNH — Unitedhealth Group Inc

CIK 1702435 Boston, MA

Position in UNH

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

Position Value

$5,721,978

+$4,142,545 QoQ

Shares Held

13,767

+135.9% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

1.94%

of 13F equity value

Holder Rank

#924

of 3,349 holders

Holding Since

Mar 2021

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

Donoghue Forlines LLC holds $16,682,249 across 5 Healthcare Plans names. UNH ranks #1 (34.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc This page	13,767	$5,721,978
2	HUM	Humana Inc	8,275	$3,286,995
3	CNC	Centene Corp	46,163	$2,963,202
4	ELV	Elevance Health, Inc.	7,456	$2,883,458
5	CVS	CVS HEALTH Corp	17,657	$1,826,616

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,721,978	13,767	+135.9%	Shares	Sole	2026-08-07
2026-03-31	$1,579,433	5,837	+356.4%	Shares	Sole	2026-05-13
2024-03-31	$632,721	1,279	+16.9%	Shares	Sole	2024-05-07
2023-12-31	$575,958	1,094	-30.4%	Shares	Sole	2024-02-07
2023-09-30	$792,082	1,571	+99.4%	Shares	Sole	2023-11-06
2023-06-30	$378,744	788	-40.3%	Shares	Sole	2023-08-07
2022-09-30	$666,147	1,319	-7.2%	Shares	Sole	2022-11-07
2022-06-30	$730,381	1,422	-11.5%	Shares	Sole	2022-08-08
2022-03-31	$819,521	1,607	-40.4%	Shares	Sole	2022-05-16
2021-09-30	$1,053,825	2,697	-5.7%	Shares	Sole	2021-11-15
2021-06-30	$1,145,258	2,860	-17.7%	Shares	Sole	2021-08-16
2021-03-31	$1,292,571	3,474	—	Shares	Sole	2021-05-14
No filing history on record for this holder in this stock.