Sunburst Financial Group, LLC
Position in UNH — Unitedhealth Group Inc
CIK 1800158
VESTAVIA HILLS, AL
Position in UNH
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$412,304
+$142,797 QoQ
Shares Held
992
-0.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.59%
of 13F equity value
Holder Rank
#2,460
of 3,353 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in UNH Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Sunburst Financial Group, LLC holds $669,377 across 2 Healthcare Plans names. UNH ranks #1 (61.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
This page
|
992 | $412,304 | |
| 2 | CVS |
CVS HEALTH Corp
|
2,485 | $257,073 |
All Filings in UNH
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $412,304 | 992 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $269,507 | 996 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $375,665 | 1,138 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $406,763 | 1,178 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $508,199 | 1,629 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $1,089,923 | 2,081 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $1,022,848 | 2,022 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $1,159,420 | 1,983 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $991,019 | 1,946 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $910,742 | 1,841 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $990,816 | 1,882 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $831,409 | 1,649 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $764,217 | 1,590 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $730,624 | 1,546 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $840,865 | 1,586 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $799,983 | 1,584 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $845,434 | 1,646 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $831,761 | 1,631 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $790,368 | 1,574 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $516,949 | 1,323 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $526,178 | 1,314 | Shares | Sole | 2021-07-23 | |
| 2021-03-31 | $511,596 | 1,375 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $487,094 | 1,389 | Shares | Sole | 2021-01-20 | |
| 2020-09-30 | $416,212 | 1,335 | Shares | Sole | 2020-10-16 | |
| 2020-06-30 | $393,758 | 1,335 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $332,922 | 1,335 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||