Foundations Investment Advisors, LLC

Endowment

Position in UNH — Unitedhealth Group Inc

CIK 1743404 PHOENIX, AZ

Position in UNH

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

Position Value

$8,148,010

+$3,133,707 QoQ

Shares Held

19,604

+5.8% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.21%

of 13F equity value

Holder Rank

#804

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

Foundations Investment Advisors, LLC holds $13,309,953 across 5 Healthcare Plans names. UNH ranks #1 (61.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc This page	19,604	$8,148,010
2	CVS	CVS HEALTH Corp	28,183	$2,915,531
3	CI	Cigna Group	4,482	$1,235,597
4	ELV	Elevance Health, Inc.	2,093	$809,425
5	HUM	Humana Inc	507	$201,390

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$8,148,010	19,604	+5.8%	Shares	Sole	2026-08-14
2026-03-31	$5,014,303	18,531	-2.6%	Shares	Sole	2026-05-11
2025-12-31	$6,282,983	19,033	+9.7%	Shares	Sole	2026-02-10
2025-09-30	$5,992,681	17,355	-71.6%	Shares	Sole	2025-11-03
2025-06-30	$19,044,520	61,046	+12.2%	Shares	Other	2025-08-08
2025-03-31	$28,487,285	54,391	-3.3%	Shares	Sole	2025-05-07
2024-12-31	$28,462,212	56,265	+16.5%	Shares	Sole	2025-01-22
2024-09-30	$28,242,382	48,304	+10.5%	Shares	Sole	2024-10-21
2024-06-30	$22,258,226	43,707	+24.6%	Shares	Sole	2024-08-02
2024-03-31	$17,353,581	35,079	+16.3%	Shares	Sole	2024-05-13
2023-12-31	$15,876,755	30,157	+23.4%	Shares	Sole	2024-02-08
2023-09-30	$12,321,899	24,439	+22.0%	Shares	Sole	2023-10-05
2023-06-30	$9,627,219	20,030	+16.5%	Shares	Sole	2023-07-19
2023-03-31	$8,128,075	17,199	+0.5%	Shares	Sole	2023-04-25
2022-12-31	$9,077,211	17,121	-7.5%	Shares	Sole	2023-01-11
2022-09-30	$9,344,755	18,503	-9.4%	Shares	Sole	2022-10-19
2022-06-30	$10,488,838	20,421	+77.0%	Shares	Sole	2022-07-08
2022-03-31	$5,884,543	11,539	-2.6%	Shares	Sole	2022-04-19
2021-12-31	$5,948,852	11,847	+6.3%	Shares	Sole	2022-01-21
2021-09-30	$4,354,797	11,145	+5.3%	Shares	Sole	2021-10-13
2021-06-30	$4,238,657	10,585	+31.8%	Shares	Sole	2021-07-14
2021-03-31	$2,988,466	8,032	+6.3%	Shares	Sole	2021-04-09
2020-12-31	$2,650,790	7,559	+92.9%	Shares	Sole	2021-01-13
2020-09-30	$1,221,514	3,918	+8.7%	Shares	Sole	2020-10-07
2020-06-30	$1,062,999	3,604	+32.3%	Shares	Sole	2020-07-08
2020-03-31	$679,560	2,725	—	Shares	Sole	2020-04-06
No filing history on record for this holder in this stock.