DELTA FINANCIAL ADVISORS LLC

Position in UNH — Unitedhealth Group Inc

CIK 1790295 Metairie, LA

Position in UNH

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$1,275,984

+$422,273 QoQ

Shares Held

3,070

-2.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.34%

of 13F equity value

Holder Rank

#1,656

of 3,349 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 99% Shared 0% None 1%

Healthcare · as of Jun 30, 2026

DELTA FINANCIAL ADVISORS LLC holds $4,005,986 across 3 Healthcare Plans names. UNH ranks #2 (31.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CVS	CVS HEALTH Corp	17,910	$1,852,789
2	UNH	Unitedhealth Group Inc This page	3,070	$1,275,984
3	CI	Cigna Group	3,182	$877,213

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,275,984	3,070	-2.7%	Shares	Sole	2026-08-05
2026-03-31	$853,711	3,155	-4.6%	Shares	Sole	2026-05-05
2025-12-31	$1,091,343	3,306	-26.2%	Shares	Sole	2026-02-06
2025-09-30	$1,546,598	4,479	+3.8%	Shares	Sole	2025-10-30
2025-06-30	$1,346,462	4,316	+15.4%	Shares	Sole	2025-08-07
2025-03-31	$1,958,301	3,739	+0.9%	Shares	Sole	2025-05-13
2024-12-31	$1,873,705	3,704	-2.1%	Shares	Sole	2025-02-04
2024-09-30	$2,211,844	3,783	+4.3%	Shares	Sole	2024-11-04
2024-06-30	$1,846,576	3,626	+0.8%	Shares	Sole	2024-08-06
2024-03-31	$1,779,930	3,598	+18.7%	Shares	Sole	2024-05-07
2023-12-31	$1,595,204	3,030	-20.7%	Shares	Sole	2024-01-31
2023-09-30	$1,926,509	3,821	+3.3%	Shares	Sole	2023-11-03
2023-06-30	$1,778,368	3,700	+20.1%	Shares	Sole	2023-08-03
2023-03-31	$1,456,049	3,081	-1.2%	Shares	Sole	2023-05-04
2022-12-31	$1,654,161	3,120	0.0%	Shares	Sole	2023-02-01
2022-09-30	$1,575,724	3,120	+0.0%	Shares	Sole	2022-10-27
2022-06-30	$1,602,011	3,119	+0.4%	Shares	Sole	2022-08-01
2022-03-31	$1,584,986	3,108	+0.2%	Shares	Sole	2022-05-06
2021-12-31	$1,558,140	3,103	-1.9%	Shares	Sole	2022-02-04
2021-09-30	$1,235,519	3,162	-0.6%	Shares	Sole	2021-10-26
2021-06-30	$1,273,799	3,181	+2.0%	Shares	Sole	2021-08-04
2021-03-31	$1,160,858	3,120	+7.8%	Shares	Sole	2021-04-29
2020-12-31	$1,015,218	2,895	-5.6%	Shares	Sole	2021-01-28
2020-09-30	$956,510	3,068	-10.9%	Shares	Sole	2020-10-20
2020-06-30	$1,015,217	3,442	-4.7%	Shares	Sole	2020-08-04
2020-03-31	$900,511	3,611	—	Shares	Sole	2020-04-27
No filing history on record for this holder in this stock.