Lantz Financial LLC

Position in UNH — Unitedhealth Group Inc

CIK 1766883 NAPERVILLE, IL

Position in UNH

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$594,766

+$243,270 QoQ

Shares Held

1,431

+10.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.27%

of 13F equity value

Holder Rank

#2,192

of 3,349 holders

Holding Since

Sep 2020

24 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Lantz Financial LLC holds $1,098,981 across 2 Healthcare Plans names. UNH ranks #1 (54.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	UNH	Unitedhealth Group Inc This page	1,431	$594,766
2	CVS	CVS HEALTH Corp	4,874	$504,215

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$594,766	1,431	+10.2%	Shares	Sole	2026-07-09
2026-03-31	$351,496	1,299	-3.4%	Shares	Sole	2026-04-09
2025-12-31	$443,997	1,345	+0.5%	Shares	Sole	2026-01-14
2025-09-30	$462,011	1,338	+48.3%	Shares	Sole	2025-11-06
2025-06-30	$281,396	902	-4.6%	Shares	Sole	2025-07-11
2025-03-31	$494,943	945	-4.1%	Shares	Sole	2025-04-08
2024-12-31	$498,272	985	-9.6%	Shares	Sole	2025-01-21
2024-09-30	$636,716	1,089	+26.8%	Shares	Sole	2024-10-15
2024-06-30	$437,454	859	-7.8%	Shares	Sole	2024-08-07
2024-03-31	$461,060	932	+5.0%	Shares	Sole	2024-04-10
2023-12-31	$467,505	888	+9.4%	Shares	Sole	2024-01-12
2023-09-30	$409,402	812	+1.2%	Shares	Sole	2023-10-20
2023-06-30	$385,473	802	-4.2%	Shares	Sole	2023-07-12
2023-03-31	$395,557	837	+7.9%	Shares	Sole	2023-04-10
2022-12-31	$411,419	776	+8.7%	Shares	Sole	2023-01-23
2022-09-30	$360,598	714	+2.1%	Shares	Sole	2022-10-17
2022-06-30	$359,027	699	-1.4%	Shares	Sole	2022-07-29
2022-03-31	$361,568	709	-3.4%	Shares	Sole	2022-05-05
2021-12-31	$368,570	734	+0.5%	Shares	Sole	2022-01-19
2021-09-30	$285,240	730	0.0%	Shares	Sole	2021-10-14
2021-06-30	$292,321	730	-9.0%	Shares	Sole	2021-07-16
2021-03-31	$298,400	802	+0.2%	Shares	Sole	2021-04-19
2020-12-31	$280,544	800	-5.8%	Shares	Sole	2021-01-19
2020-09-30	$264,692	849	—	Shares	Sole	2020-10-09
No filing history on record for this holder in this stock.