Position in UNH
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,846,228
+$644,809 QoQ
Shares Held
4,442
+0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.02%
of 13F equity value
Holder Rank
#1,449
of 3,349 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in UNH Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Frisch Financial Group, Inc. holds $2,708,249 across 2 Healthcare Plans names. UNH ranks #1 (68.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
This page
|
4,442 | $1,846,228 | |
| 2 | ELV |
Elevance Health, Inc.
|
2,229 | $862,021 |
All Filings in UNH
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,846,228 | 4,442 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,201,419 | 4,440 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $1,415,841 | 4,289 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,486,171 | 4,304 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,336,479 | 4,284 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,160,468 | 4,125 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $2,079,084 | 4,110 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,395,433 | 4,097 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $2,143,475 | 4,209 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $2,125,725 | 4,297 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $2,264,347 | 4,301 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $2,067,683 | 4,101 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,990,810 | 4,142 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $2,083,176 | 4,408 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $2,317,416 | 4,371 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $2,222,176 | 4,400 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,272,299 | 4,424 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $2,252,537 | 4,417 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $2,373,615 | 4,727 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $1,899,387 | 4,861 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $1,942,934 | 4,852 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $1,817,934 | 4,886 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $1,660,469 | 4,735 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $1,424,165 | 4,568 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $1,336,418 | 4,531 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $1,148,145 | 4,604 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||