Position in UNH
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$4,133,024
+$968,745 QoQ
Shares Held
9,944
-15.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.62%
of 13F equity value
Holder Rank
#1,056
of 3,349 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in UNH Over Time
Shares Held
Position Value (USD)
Derivatives in UNH
reported options exposure · as of Mar 31, 2026CallValue
$108,236
CallShares
400
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Berger Financial Group, Inc holds $4,348,510 across 2 Healthcare Plans names. UNH ranks #1 (95.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
This page
|
9,944 | $4,133,024 | |
| 2 | CVS |
CVS HEALTH Corp
|
2,083 | $215,486 |
All Filings in UNH
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,133,024 | 9,944 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $108,236 | 400 | Call | Sole | 2026-04-28 | |
| 2026-03-31 | $3,164,279 | 11,694 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $3,916,425 | 11,864 | Shares | Sole | 2026-01-27 | |
| 2025-12-31 | $132,044 | 400 | Call | Sole | 2026-01-27 | |
| 2025-09-30 | $138,120 | 400 | Call | Sole | 2025-10-14 | |
| 2025-09-30 | $5,014,791 | 14,523 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $218,379 | 700 | Principal | Sole | 2025-07-22 | |
| 2025-06-30 | $4,812,137 | 15,425 | Call | Sole | 2025-07-22 | |
| 2025-03-31 | $7,480,721 | 14,283 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $12,452,755 | 24,617 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $14,386,051 | 24,605 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $10,976,080 | 21,553 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $10,657,816 | 21,544 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $10,947,417 | 20,794 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $10,641,434 | 21,106 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $10,148,232 | 21,114 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $10,057,660 | 21,282 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $10,898,380 | 20,556 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $10,230,595 | 20,257 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $9,969,558 | 19,410 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $9,487,991 | 18,605 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $4,420,338 | 8,803 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $1,612,974 | 4,128 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $1,655,418 | 4,134 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $1,522,138 | 4,091 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $1,483,727 | 4,231 | Shares | Sole | 2021-02-02 | |
| No filing history on record for this holder in this stock. | ||||||