Trek Financial, LLC

Position in UNH — Unitedhealth Group Inc

CIK 1768195 Scottsdale, AZ

Position in UNH

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$2,987,964

+$2,775,281 QoQ

Shares Held

7,189

+814.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.39%

of 13F equity value

Holder Rank

#1,212

of 3,353 holders

Holding Since

Jun 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Trek Financial, LLC holds $11,076,526 across 3 Healthcare Plans names. UNH ranks #2 (27.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MOH	Molina Healthcare, Inc.	33,527	$7,667,624
2	UNH	Unitedhealth Group Inc This page	7,189	$2,987,964
3	CVS	CVS HEALTH Corp	4,069	$420,938

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,987,964	7,189	+814.6%	Shares	Sole	2026-08-13
2026-03-31	$212,683	786	+4.4%	Shares	Sole	2026-05-13
2025-12-31	$248,572	753	+8.8%	Shares	Sole	2026-02-04
2025-09-30	$238,947	692	-73.4%	Shares	Sole	2025-10-31
2025-06-30	$811,745	2,602	-1.6%	Shares	Sole	2025-08-13
2025-03-31	$1,384,795	2,644	+222.8%	Shares	Sole	2025-04-30
2024-12-31	$414,299	819	-8.0%	Shares	Sole	2025-02-13
2024-09-30	$520,365	890	-28.0%	Shares	Sole	2024-11-14
2024-06-30	$629,445	1,236	-17.8%	Shares	Sole	2024-08-12
2024-03-31	$743,534	1,503	+76.2%	Shares	Sole	2024-05-14
2023-12-31	$449,078	853	+0.8%	Shares	Sole	2024-02-08
2023-09-30	$426,544	846	-8.0%	Shares	Sole	2023-11-14
2023-06-30	$442,188	920	-5.4%	Shares	Sole	2023-08-14
2023-03-31	$459,830	973	+76.6%	Shares	Sole	2023-05-12
2022-12-31	$292,129	551	-16.4%	Shares	Sole	2023-02-13
2022-09-30	$332,821	659	-11.5%	Shares	Sole	2022-11-14
2022-06-30	$382,654	745	-21.6%	Shares	Sole	2022-08-10
2022-03-31	$484,471	950	-17.0%	Shares	Sole	2022-05-10
2021-12-31	$574,448	1,144	+9.6%	Shares	Sole	2022-01-19
2021-09-30	$407,932	1,044	-12.9%	Shares	Sole	2021-11-12
2021-06-30	$480,127	1,199	+39.1%	Shares	Sole	2021-08-06
2021-03-31	$320,724	862	-54.5%	Shares	Sole	2021-05-17
2020-12-31	$664,187	1,894	-23.9%	Shares	Sole	2021-02-16
2020-09-30	$775,995	2,489	+27.9%	Shares	Sole	2020-11-17
2020-06-30	$573,972	1,946	—	Shares	Sole	2020-08-13
No filing history on record for this holder in this stock.