TSFG, LLC

Position in UNH — Unitedhealth Group Inc

CIK 1800513 LAKE FOREST, IL

Position in UNH

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$315,463

+$110,356 QoQ

Shares Held

759

+0.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

#2,668

of 3,349 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

TSFG, LLC holds $2,026,180 across 4 Healthcare Plans names. UNH ranks #2 (15.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CVS	CVS HEALTH Corp	15,006	$1,552,370
2	UNH	Unitedhealth Group Inc This page	759	$315,463
3	HUM	Humana Inc	357	$141,807
4	CI	Cigna Group	60	$16,540

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$315,463	759	+0.1%	Shares	Sole	2026-07-23
2026-03-31	$205,107	758	+54.1%	Shares	Sole	2026-04-27
2025-12-31	$162,414	492	-1.2%	Shares	Sole	2026-02-04
2025-09-30	$171,959	498	-12.9%	Shares	Sole	2025-11-04
2025-06-30	$178,446	572	+10.0%	Shares	Sole	2025-08-05
2025-03-31	$272,350	520	+33.7%	Shares	Sole	2025-04-24
2024-12-31	$196,779	389	-13.4%	Shares	Sole	2025-01-13
2024-09-30	$262,521	449	+16.3%	Shares	Sole	2024-10-15
2024-06-30	$196,574	386	+10.6%	Shares	Sole	2024-07-16
2024-03-31	$172,650	349	+17.1%	Shares	Sole	2024-04-16
2023-12-31	$156,888	298	-6.9%	Shares	Sole	2024-01-24
2023-09-30	$161,340	320	0.0%	Shares	Sole	2023-10-10
2023-06-30	$153,804	320	+10.3%	Shares	Sole	2023-07-10
2023-03-31	$137,051	290	0.0%	Shares	Sole	2023-04-21
2022-12-31	$153,752	290	-4.9%	Shares	Sole	2023-01-19
2022-09-30	$154,037	305	-8.1%	Shares	Sole	2022-10-20
2022-06-30	$170,525	332	+2.2%	Shares	Sole	2022-07-13
2022-03-31	$165,740	325	0.0%	Shares	Sole	2022-04-25
2021-12-31	$163,195	325	0.0%	Shares	Sole	2022-02-10
2021-09-30	$126,990	325	0.0%	Shares	Sole	2021-10-12
2021-06-30	$130,143	325	+1.9%	Shares	Sole	2021-07-19
2021-03-31	$118,690	319	0.0%	Shares	Sole	2021-04-14
2020-12-31	$111,866	319	+9.2%	Shares	Sole	2021-01-20
2020-09-30	$91,036	292	0.0%	Shares	Sole	2020-10-06
2020-06-30	$86,125	292	0.0%	Shares	Sole	2020-07-07
2020-03-31	$72,818	292	—	Shares	Sole	2020-04-08
No filing history on record for this holder in this stock.