Souders Financial Advisors

Position in UNH — Unitedhealth Group Inc

CIK 1811240 CINCINNATI, OH

Position in UNH

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

Position Value

$1,686,210

+$588,968 QoQ

Shares Held

4,057

+0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.33%

of 13F equity value

Holder Rank

#1,498

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

Souders Financial Advisors holds $3,079,707 across 3 Healthcare Plans names. UNH ranks #1 (54.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc This page	4,057	$1,686,210
2	ELV	Elevance Health, Inc.	2,120	$819,867
3	CVS	CVS HEALTH Corp	5,545	$573,630

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,686,210	4,057	+0.0%	Shares	Sole	2026-08-05
2026-03-31	$1,097,242	4,055	+31.8%	Shares	Sole	2026-05-04
2025-12-31	$1,015,748	3,077	-17.3%	Shares	Sole	2026-02-02
2025-09-30	$1,284,516	3,720	+7.4%	Shares	Sole	2025-11-04
2025-06-30	$1,080,664	3,464	-48.4%	Shares	Sole	2025-08-06
2025-03-31	$3,515,933	6,713	-28.7%	Shares	Sole	2025-05-05
2024-12-31	$4,761,154	9,412	-18.3%	Shares	Sole	2025-02-06
2024-09-30	$6,736,098	11,521	+0.5%	Shares	Sole	2024-11-05
2024-06-30	$5,836,628	11,461	+2.3%	Shares	Sole	2024-08-28
2024-03-31	$5,543,113	11,205	+3.4%	Shares	Sole	2024-05-08
2023-12-31	$5,706,934	10,840	-1.2%	Shares	Sole	2024-01-24
2023-09-30	$5,532,981	10,974	+6.1%	Shares	Sole	2023-11-06
2023-06-30	$4,969,817	10,340	-1.1%	Shares	Sole	2023-08-09
2023-03-31	$4,939,510	10,452	+0.5%	Shares	Sole	2023-05-09
2022-12-31	$5,513,872	10,400	+2.2%	Shares	Sole	2023-02-13
2022-09-30	$5,138,276	10,174	-3.6%	Shares	Sole	2022-11-10
2022-06-30	$5,418,796	10,550	-2.3%	Shares	Sole	2022-08-05
2022-03-31	$5,506,656	10,798	-0.2%	Shares	Sole	2022-05-04
2021-12-31	$5,432,150	10,818	+2.0%	Shares	Sole	2022-02-04
2021-09-30	$4,143,406	10,604	+4.5%	Shares	Sole	2021-11-03
2021-06-30	$4,062,463	10,145	+2.1%	Shares	Sole	2021-08-09
2021-03-31	$3,695,399	9,932	-11.2%	Shares	Sole	2021-05-13
2020-12-31	$3,920,251	11,179	+1.4%	Shares	Sole	2021-02-09
2020-09-30	$3,436,640	11,023	-11.0%	Shares	Sole	2020-11-12
2020-06-30	$3,652,070	12,382	+58.6%	Shares	Sole	2020-08-11
2020-03-31	$1,946,660	7,806	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.