Pinnacle Wealth Planning Services, Inc.
Position in UNH — Unitedhealth Group Inc
CIK 1726752
MANSFIELD, OH
Position in UNH
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,838,331
+$687,512 QoQ
Shares Held
4,423
+4.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#1,451
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, 2026Pinnacle Wealth Planning Services, Inc. holds $3,243,497 across 10 Healthcare Plans names. UNH ranks #1 (56.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
This page
|
4,423 | $1,838,331 | |
| 2 | CI |
Cigna Group
|
1,307 | $360,313 | |
| 3 | ELV |
Elevance Health, Inc.
|
807 | $312,091 | |
| 4 | MOH |
Molina Healthcare, Inc.
|
1,181 | $270,094 | |
| 5 | CVS |
CVS HEALTH Corp
|
2,316 | $239,590 | |
| 6 | ALHC |
Alignment Healthcare, Inc.
|
4,314 | $102,716 | |
| 7 | HUM |
Humana Inc
|
124 | $49,255 | |
| 8 | PGNY |
Progyny, Inc.
|
1,191 | $34,336 |
All Filings in UNH
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,838,331 | 4,423 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,150,819 | 4,253 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,375,898 | 4,168 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,574,222 | 4,559 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,421,647 | 4,557 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $2,264,695 | 4,324 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,091,731 | 4,135 | Shares | Sole | 2025-02-27 | |
| 2024-09-30 | $3,547,253 | 6,067 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $3,092,226 | 6,072 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $2,972,652 | 6,009 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $3,166,190 | 6,014 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $3,052,870 | 6,055 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $2,901,623 | 6,037 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $2,878,072 | 6,090 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $3,228,265 | 6,089 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $3,139,328 | 6,216 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $3,228,164 | 6,285 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $3,036,361 | 5,954 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $2,457,974 | 4,895 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $1,799,748 | 4,606 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $1,834,015 | 4,580 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $1,733,474 | 4,659 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $1,388,341 | 3,959 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,215,902 | 3,900 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $1,156,498 | 3,921 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 | $996,771 | 3,997 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||