Retirement Planning Co of New England, Inc.
PensionPosition in UNH — Unitedhealth Group Inc
CIK 1817693
Warwick, RI
Position in UNH
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$2,722,792
+$2,006,811 QoQ
Shares Held
6,551
+147.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.28%
of 13F equity value
Holder Rank
#1,248
of 3,340 holders
Holding Since
Dec 2021
15 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in UNH Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Retirement Planning Co of New England, Inc. holds $5,825,078 across 3 Healthcare Plans names. UNH ranks #1 (46.7% of the industry book) .
All Filings in UNH
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,722,792 | 6,551 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $715,981 | 2,646 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $1,916,288 | 5,805 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $2,004,811 | 5,806 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $1,313,393 | 4,210 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $309,536 | 591 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $273,670 | 541 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $270,706 | 463 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $228,148 | 448 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $210,247 | 425 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $238,490 | 453 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $226,885 | 450 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $240,320 | 500 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $249,054 | 527 | Shares | Sole | 2023-04-21 | |
| 2021-12-31 | $86,368 | 172 | Shares | Sole | 2022-02-08 | |
| No filing history on record for this holder in this stock. | ||||||