CX Institutional

Position in UNH — Unitedhealth Group Inc

CIK 1737089 AUBURN, IN

Position in UNH

as of Jun 30, 2026 · filed Jul 2, 2026 Compact

Position Value

$12,356,264

+$4,456,660 QoQ

Shares Held

29,729

+1.8% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.76%

of 13F equity value

Holder Rank

#673

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

CX Institutional holds $35,501,480 across 7 Healthcare Plans names. UNH ranks #1 (34.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc This page	29,729	$12,356,264
2	CVS	CVS HEALTH Corp	100,656	$10,412,863
3	CI	Cigna Group	33,831	$9,326,530
4	ELV	Elevance Health, Inc.	6,029	$2,331,595
5	CNC	Centene Corp	8,999	$577,645
6	HUM	Humana Inc	869	$345,184
7	MOH	Molina Healthcare, Inc.	662	$151,399

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$12,356,264	29,729	+1.8%	Shares	Sole	2026-07-02
2026-03-31	$7,899,604	29,194	+346.1%	Shares	Sole	2026-04-06
2025-12-31	$2,160,569	6,545	-9.2%	Shares	Sole	2026-02-02
2025-09-30	$2,489,267	7,209	-64.7%	Shares	Sole	2025-10-23
2025-06-30	$6,365,747	20,405	+23.2%	Shares	Sole	2025-07-16
2025-03-31	$8,675,918	16,565	+52.6%	Shares	Sole	2025-04-15
2024-12-31	$5,490,098	10,853	+1.0%	Shares	Sole	2025-01-21
2024-09-30	$6,285,310	10,750	-49.9%	Shares	Sole	2024-10-11
2024-06-30	$10,919,043	21,441	+2.8%	Shares	Sole	2024-07-11
2024-03-31	$10,313,505	20,848	+8.1%	Shares	Sole	2024-04-15
2023-12-31	$10,152,447	19,284	-2.1%	Shares	Sole	2024-01-12
2023-09-30	$9,935,568	19,706	-12.6%	Shares	Sole	2023-10-18
2023-06-30	$10,838,432	22,550	+7.1%	Shares	Sole	2023-07-26
2023-03-31	$9,954,635	21,064	+81.6%	Shares	Sole	2023-05-04
2022-12-31	$6,148,497	11,597	+9.2%	Shares	Sole	2023-02-03
2022-09-30	$5,365,039	10,623	+64.4%	Shares	Sole	2022-11-04
2022-06-30	$3,319,590	6,463	+6.7%	Shares	Sole	2022-08-02
2022-03-31	$3,089,908	6,059	-51.4%	Shares	Sole	2022-05-09
2021-12-31	$6,254,153	12,455	+9.3%	Shares	Sole	2022-01-18
2021-09-30	$4,453,654	11,398	-0.8%	Shares	Sole	2021-11-10
2021-06-30	$4,599,053	11,485	-32.0%	Shares	Sole	2021-08-04
2021-03-31	$6,282,029	16,884	-28.0%	Shares	Sole	2021-04-15
2020-12-31	$8,221,692	23,445	-8.0%	Shares	Sole	2021-01-12
2020-09-30	$7,946,393	25,488	+24.5%	Shares	Sole	2020-10-13
2020-06-30	$6,040,281	20,479	+11.9%	Shares	Sole	2020-08-06
2020-03-31	$4,564,900	18,305	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.