Global Retirement Partners, LLC
PensionPosition in UNH — Unitedhealth Group Inc
CIK 1749744
San Rafael, CA
Position in UNH
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$9,851,262
+$4,776,481 QoQ
Shares Held
23,702
+54.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#752
of 3,349 holders
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in UNH Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Global Retirement Partners, LLC holds $17,579,777 across 11 Healthcare Plans names. UNH ranks #1 (56.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
This page
|
23,702 | $9,851,262 | |
| 2 | CVS |
CVS HEALTH Corp
|
27,309 | $2,825,116 | |
| 3 | ELV |
Elevance Health, Inc.
|
6,211 | $2,401,980 | |
| 4 | CI |
Cigna Group
|
4,961 | $1,367,648 | |
| 5 | CNC |
Centene Corp
|
10,755 | $690,363 | |
| 6 | HUM |
Humana Inc
|
593 | $235,551 | |
| 7 | CLOV |
Clover Health Investments, Corp. /De
|
19,575 | $102,573 | |
| 8 | OSCR |
Oscar Health, Inc.
|
1,602 | $45,689 |
All Filings in UNH
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,851,262 | 23,702 | Shares | Sole | 2026-08-06 | |
| 2025-12-31 | $5,074,781 | 15,373 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $4,051,404 | 11,733 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $4,209,099 | 13,492 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $9,831,894 | 19,436 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $11,138,154 | 19,050 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $9,582,236 | 18,816 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $8,007,214 | 16,186 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $8,354,025 | 15,868 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $7,779,651 | 15,430 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $7,353,311 | 15,299 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $6,877,602 | 14,553 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $7,139,403 | 13,466 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $6,632,690 | 13,133 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $6,515,396 | 12,685 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $6,496,507 | 12,739 | Shares | Sole | 2022-07-14 | |
| 2021-09-30 | $4,635,739 | 11,864 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $4,531,779 | 11,317 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $4,092,397 | 10,999 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $3,389,672 | 9,666 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $3,136,094 | 10,059 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $2,788,752 | 9,455 | Shares | Sole | 2020-07-13 | |
| 2020-03-31 | $2,385,319 | 9,565 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||