Johnson Financial Group, LLC

Position in UNH — Unitedhealth Group Inc

CIK 1706327 Denver, CO

Position in UNH

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$949,714

+$714,301 QoQ

Shares Held

2,285

+162.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.18%

of 13F equity value

Holder Rank

#1,856

of 3,349 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

Johnson Financial Group, LLC holds $1,635,045 across 3 Healthcare Plans names. UNH ranks #1 (58.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc This page	2,285	$949,714
2	CVS	CVS HEALTH Corp	3,507	$362,799
3	ELV	Elevance Health, Inc.	834	$322,532

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$949,714	2,285	+162.6%	Shares	Sole	2026-08-06
2026-03-31	$235,413	870	—	Shares	Sole	2026-05-14
No filing history on record for this holder in this stock.