Cooper Financial Group

Position in UNH — Unitedhealth Group Inc

CIK 1751581 IRVINE, CA

Position in UNH

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$1,853,294

+$760,381 QoQ

Shares Held

4,459

+10.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.34%

of 13F equity value

Holder Rank

#1,442

of 3,340 holders

Holding Since

Jun 2020

24 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Cooper Financial Group holds $2,992,439 across 3 Healthcare Plans names. UNH ranks #1 (61.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc This page	4,459	$1,853,294
2	CI	Cigna Group	3,197	$881,348
3	CVS	CVS HEALTH Corp	2,492	$257,797

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,853,294	4,459	+10.4%	Shares	Sole	2026-07-08
2026-03-31	$1,092,913	4,039	-6.9%	Shares	Sole	2026-04-07
2025-12-31	$1,432,017	4,338	+0.7%	Shares	Sole	2026-01-08
2025-09-30	$1,487,552	4,308	+2.8%	Shares	Sole	2025-10-07
2025-06-30	$1,306,842	4,189	-14.0%	Shares	Sole	2025-07-18
2025-03-31	$2,551,186	4,871	+14.8%	Shares	Sole	2025-05-12
2024-12-31	$2,146,363	4,243	-0.7%	Shares	Sole	2025-01-13
2024-09-30	$2,497,752	4,272	+56.4%	Shares	Sole	2024-11-14
2024-06-30	$1,390,789	2,731	+22.0%	Shares	Sole	2024-07-15
2024-03-31	$1,107,633	2,239	+8.0%	Shares	Sole	2024-04-11
2023-12-31	$1,091,898	2,074	+1.6%	Shares	Sole	2024-01-16
2023-09-30	$1,029,555	2,042	+6.5%	Shares	Sole	2023-10-13
2023-06-30	$921,386	1,917	+24.9%	Shares	Sole	2023-07-07
2023-03-31	$725,425	1,535	-6.2%	Shares	Sole	2023-05-11
2022-12-31	$867,904	1,637	+8.3%	Shares	Sole	2023-01-13
2022-09-30	$763,620	1,512	+4.6%	Shares	Sole	2022-10-13
2022-06-30	$742,708	1,446	+40.1%	Shares	Sole	2022-07-11
2022-03-31	$526,289	1,032	+83.6%	Shares	Sole	2022-04-25
2021-09-30	$219,595	562	-2.1%	Shares	Sole	2021-10-06
2021-06-30	$229,852	574	-7.6%	Shares	Sole	2021-07-12
2021-03-31	$231,055	621	-58.0%	Shares	Sole	2021-05-17
2020-12-31	$518,655	1,479	+108.6%	Shares	Sole	2021-02-16
2020-09-30	$221,044	709	-2.7%	Shares	Sole	2020-10-09
2020-06-30	$215,018	729	—	Shares	Sole	2020-07-15
No filing history on record for this holder in this stock.