Bedel Financial Consulting, Inc.

Position in UNH — Unitedhealth Group Inc

CIK 1730511 INDIANAPOLIS, IN

Position in UNH

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$413,967

+$134,989 QoQ

Shares Held

996

-3.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#2,453

of 3,349 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Bedel Financial Consulting, Inc. holds $1,649,146 across 3 Healthcare Plans names. UNH ranks #2 (25.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ELV	Elevance Health, Inc.	2,603	$1,006,658
2	UNH	Unitedhealth Group Inc This page	996	$413,967
3	CVS	CVS HEALTH Corp	2,209	$228,521

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$413,967	996	-3.4%	Shares	Sole	2026-07-29
2026-03-31	$278,978	1,031	-6.2%	Shares	Sole	2026-05-04
2025-12-31	$362,790	1,099	-3.5%	Shares	Sole	2026-01-28
2025-09-30	$393,296	1,139	+6.2%	Shares	Sole	2025-11-07
2025-06-30	$334,431	1,072	-36.6%	Shares	Sole	2025-08-12
2025-03-31	$885,661	1,691	+58.8%	Shares	Sole	2025-05-07
2024-12-31	$538,740	1,065	0.0%	Shares	Sole	2025-02-06
2024-09-30	$622,684	1,065	-3.9%	Shares	Sole	2024-11-12
2024-06-30	$564,260	1,108	+9.1%	Shares	Sole	2024-08-05
2024-03-31	$502,615	1,016	0.0%	Shares	Sole	2024-05-07
2023-12-31	$534,893	1,016	+1.6%	Shares	Sole	2024-02-13
2023-09-30	$504,190	1,000	0.0%	Shares	Sole	2024-02-08
2023-06-30	$480,640	1,000	+1.7%	Shares	Sole	2023-08-10
2023-03-31	$464,555	983	-0.3%	Shares	Sole	2023-05-02
2022-12-31	$522,757	986	-1.8%	Shares	Sole	2023-02-07
2022-09-30	$507,060	1,004	-7.4%	Shares	Sole	2022-11-08
2022-06-30	$556,774	1,084	+8.3%	Shares	Sole	2022-08-04
2022-03-31	$510,479	1,001	-2.5%	Shares	Sole	2022-04-19
2021-12-31	$515,697	1,027	+2.6%	Shares	Other	2022-01-11
2021-09-30	$391,130	1,001	+1.7%	Shares	Sole	2021-10-12
2021-06-30	$394,032	984	+9.8%	Shares	Sole	2021-08-03
2021-03-31	$333,374	896	+1.4%	Shares	Sole	2021-04-26
2020-12-31	$310,001	884	0.0%	Shares	Sole	2021-02-02
2020-09-30	$275,604	884	+0.8%	Shares	Sole	2020-10-20
2020-06-30	$258,671	877	0.0%	Shares	Sole	2020-07-14
2020-03-31	$218,706	877	—	Shares	Sole	2020-05-06
No filing history on record for this holder in this stock.