Exeter Financial, LLC

Position in UNH — Unitedhealth Group Inc

CIK 1752045 SCOTTSDALE, AZ

Position in UNH

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$1,100,172

+$398,533 QoQ

Shares Held

2,647

+2.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.53%

of 13F equity value

Holder Rank

#1,753

of 3,340 holders

Holding Since

Jun 2021

20 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Exeter Financial, LLC holds $4,719,163 across 2 Healthcare Plans names. UNH ranks #2 (23.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	CVS	CVS HEALTH Corp	34,983	$3,618,991
2	UNH	Unitedhealth Group Inc This page	2,647	$1,100,172

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,100,172	2,647	+2.1%	Shares	Sole	2026-07-16
2026-03-31	$701,639	2,593	+88.3%	Shares	Sole	2026-04-23
2025-12-31	$454,561	1,377	+19.7%	Shares	Sole	2026-01-07
2025-09-30	$397,095	1,150	+78.3%	Shares	Sole	2025-10-06
2025-06-30	$201,220	645	+41.4%	Shares	Sole	2025-07-16
2025-03-31	$238,830	456	0.0%	Shares	Sole	2025-04-04
2024-12-31	$230,672	456	+0.2%	Shares	Sole	2025-01-13
2024-09-30	$266,029	455	-3.0%	Shares	Sole	2024-10-08
2024-06-30	$238,842	469	0.0%	Shares	Sole	2024-07-12
2024-03-31	$232,014	469	0.0%	Shares	Sole	2024-04-15
2023-12-31	$246,914	469	+0.2%	Shares	Sole	2024-01-16
2023-09-30	$235,960	468	0.0%	Shares	Sole	2023-10-16
2023-06-30	$224,939	468	0.0%	Shares	Sole	2023-07-27
2023-03-31	$221,172	468	0.0%	Shares	Sole	2023-05-10
2022-12-31	$248,124	468	+0.2%	Shares	Sole	2023-01-24
2022-09-30	$235,853	467	0.0%	Shares	Sole	2022-10-14
2022-06-30	$239,865	467	0.0%	Shares	Sole	2022-07-20
2022-03-31	$238,155	467	0.0%	Shares	Sole	2022-04-27
2021-12-31	$234,499	467	-8.6%	Shares	Sole	2022-01-25
2021-06-30	$204,624	511	—	Shares	Sole	2021-07-30
No filing history on record for this holder in this stock.