IFG Advisory, LLC

Position in UNH — Unitedhealth Group Inc

CIK 1728319 ATLANTA, GA

Position in UNH

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

Position Value

$1,431,845

+$197,564 QoQ

Shares Held

3,445

-7.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#1,598

of 3,349 holders

Holding Since

Mar 2020

23 quarters on record

Voting authority Sole 7% Shared 0% None 93%

Healthcare · as of Jun 30, 2026

IFG Advisory, LLC holds $8,609,200 across 6 Healthcare Plans names. UNH ranks #3 (16.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CI	Cigna Group	12,081	$3,330,490
2	CVS	CVS HEALTH Corp	28,890	$2,988,670
3	UNH	Unitedhealth Group Inc This page	3,445	$1,431,845
4	HUM	Humana Inc	1,487	$590,666
5	ELV	Elevance Health, Inc.	395	$152,758
6	CNC	Centene Corp	1,788	$114,771

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,431,845	3,445	-7.9%	Shares	Sole	2026-08-14
2025-12-31	$1,234,281	3,739	-2.7%	Shares	Sole	2026-02-10
2025-09-30	$1,326,642	3,842	-29.5%	Shares	Sole	2025-11-12
2025-06-30	$1,698,988	5,446	+27.1%	Shares	Sole	2025-08-04
2025-03-31	$2,244,792	4,286	+1.5%	Shares	Sole	2025-05-08
2024-12-31	$2,136,246	4,223	+0.7%	Shares	Sole	2025-02-14
2024-09-30	$2,450,978	4,192	-1.9%	Shares	Sole	2024-10-30
2024-06-30	$2,175,558	4,272	-1.7%	Shares	Sole	2024-07-30
2023-12-31	$2,287,512	4,345	+3.6%	Shares	Sole	2024-01-17
2023-09-30	$2,113,564	4,192	+10.4%	Shares	Sole	2023-11-13
2023-03-31	$1,794,896	3,798	-4.9%	Shares	Sole	2023-04-26
2022-12-31	$2,118,069	3,995	-11.5%	Shares	Sole	2023-01-31
2022-09-30	$2,278,740	4,512	+64.9%	Shares	Sole	2022-10-28
2022-06-30	$1,405,291	2,736	-7.0%	Shares	Sole	2022-08-04
2022-03-31	$1,499,821	2,941	-25.8%	Shares	Sole	2022-05-04
2021-12-31	$1,989,478	3,962	+2.5%	Shares	Sole	2022-02-14
2021-09-30	$1,509,819	3,864	+5.6%	Shares	Sole	2021-10-12
2021-06-30	$1,465,610	3,660	+13.8%	Shares	Sole	2021-07-21
2021-03-31	$1,196,949	3,217	+17.7%	Shares	Sole	2021-04-19
2020-12-31	$958,759	2,734	+3.7%	Shares	Sole	2021-02-08
2020-09-30	$821,825	2,636	+9.5%	Shares	Sole	2020-11-02
2020-06-30	$709,944	2,407	-7.5%	Shares	Sole	2020-08-10
2020-03-31	$649,136	2,603	—	Shares	Sole	2020-05-11
No filing history on record for this holder in this stock.