Center for Financial Planning, Inc.

Position in UNH — Unitedhealth Group Inc

CIK 1803557 SOUTHFIED, MI

Position in UNH

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$252,287

+$46,910 QoQ

Shares Held

607

-20.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.16%

of 13F equity value

Holder Rank

#2,852

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

Center for Financial Planning, Inc. holds $580,201 across 5 Healthcare Plans names. UNH ranks #1 (43.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc This page	607	$252,287
2	CVS	CVS HEALTH Corp	1,341	$138,726
3	ELV	Elevance Health, Inc.	349	$134,968
4	CI	Cigna Group	172	$47,416
5	CNC	Centene Corp	106	$6,804

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$252,287	607	-20.0%	Shares	Sole	2026-07-21
2026-03-31	$205,377	759	-35.3%	Shares	Sole	2026-05-04
2025-12-31	$387,549	1,174	-16.8%	Shares	Sole	2026-02-05
2025-09-30	$487,218	1,411	+19.5%	Shares	Sole	2025-11-06
2025-06-30	$368,436	1,181	-8.0%	Shares	Sole	2025-08-04
2025-03-31	$671,971	1,283	+13.4%	Shares	Sole	2025-04-22
2024-12-31	$572,127	1,131	+1.6%	Shares	Sole	2025-01-30
2024-09-30	$650,748	1,113	+35.9%	Shares	Sole	2024-10-16
2024-06-30	$417,083	819	+0.4%	Shares	Sole	2024-07-18
2024-03-31	$403,675	816	+1.9%	Shares	Sole	2024-04-25
2023-12-31	$421,702	801	0.0%	Shares	Sole	2024-01-29
2023-09-30	$403,856	801	-30.4%	Shares	Sole	2023-10-24
2023-06-30	$553,216	1,151	+0.9%	Shares	Sole	2023-08-09
2023-03-31	$539,225	1,141	+5.3%	Shares	Sole	2023-05-02
2022-12-31	$574,715	1,084	+4.8%	Shares	Sole	2023-01-27
2022-09-30	$522,211	1,034	+1.6%	Shares	Sole	2022-10-14
2022-06-30	$522,875	1,018	+1.5%	Shares	Sole	2022-08-12
2022-03-31	$511,499	1,003	0.0%	Shares	Sole	2022-05-03
2021-12-31	$503,646	1,003	+4.7%	Shares	Sole	2022-02-08
2021-09-30	$374,328	958	+0.5%	Shares	Sole	2021-11-17
2021-06-30	$381,619	953	-13.3%	Shares	Sole	2021-07-29
2021-03-31	$408,904	1,099	0.0%	Shares	Sole	2021-05-10
2020-12-31	$385,397	1,099	0.0%	Shares	Sole	2021-02-09
2020-09-30	$342,635	1,099	+0.2%	Shares	Sole	2020-11-12
2020-06-30	$323,560	1,097	+163.1%	Shares	Sole	2020-08-06
2020-03-31	$103,991	417	—	Shares	Sole	2020-05-11
No filing history on record for this holder in this stock.