Financial Gravity Asset Management, Inc.

Position in UNH — Unitedhealth Group Inc

CIK 1741736 Lakeway, TX

Position in UNH

as of Mar 31, 2026 · filed May 8, 2026 Compact

Position Value

$131,236

-$28,867 QoQ

Shares Held

485

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

20 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Mar 31, 2026

Financial Gravity Asset Management, Inc. holds $131,821 across 2 Healthcare Plans names. UNH ranks #1 (99.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	UNH	Unitedhealth Group Inc This page	485	$131,236
2	ELV	Elevance Health, Inc.	2	$585

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$131,236	485	0.0%	Shares	Sole	2026-05-08
2025-12-31	$160,103	485	-19.7%	Shares	Sole	2026-02-13
2025-09-30	$208,561	604	+403.3%	Shares	Sole	2025-11-14
2025-03-31	$62,850	120	+5900.0%	Shares	Sole	2025-04-30
2024-06-30	$1,018	2	-91.7%	Shares	Sole	2024-08-06
2024-03-31	$11,872	24	0.0%	Shares	Sole	2024-06-26
2023-12-31	$12,635	24	-36.8%	Shares	Sole	2024-06-26
2023-09-30	$18,318	38	-92.1%	Shares	Sole	2023-11-16
2023-06-30	$14,393	483	+2.1%	Shares	Sole	2023-08-09
2023-03-31	$2,485	473	-10.8%	Shares	Sole	2023-05-12
2022-12-31	$10,615	530	-95.6%	Shares	Sole	2023-02-15
2022-09-30	$3,311,540	12,120	-9.3%	Shares	Sole	2022-11-03
2022-06-30	$3,521,060	13,364	+4.6%	Shares	Sole	2022-08-05
2022-03-31	$3,705,800	12,771	-51.1%	Shares	Sole	2022-05-13
2021-12-31	$9,802,763	26,116	+60634.9%	Shares	Sole	2022-02-11
2021-09-30	$16,800	43	-33.8%	Shares	Sole	2021-11-12
2021-06-30	$26,028	65	-3.0%	Shares	Sole	2021-08-11
2021-03-31	$24,927	67	+19.6%	Shares	Sole	2021-05-17
2020-12-31	$19,636	56	-75.7%	Shares	Sole	2021-02-16
2020-03-31	$57,351	230	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.