Position in UNH
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$1,337,912
+$469,589 QoQ
Shares Held
3,219
+0.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#1,630
of 3,349 holders
Holding Since
Sep 2020
24 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UNH Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Founders Financial Alliance, LLC holds $1,758,643 across 2 Healthcare Plans names. UNH ranks #1 (76.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
This page
|
3,219 | $1,337,912 | |
| 2 | CVS |
CVS HEALTH Corp
|
4,067 | $420,731 |
All Filings in UNH
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,337,912 | 3,219 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $868,323 | 3,209 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $309,643 | 938 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $405,036 | 1,173 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $503,831 | 1,615 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $899,278 | 1,717 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $483,602 | 956 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $552,522 | 945 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $461,898 | 907 | Shares | Sole | 2024-08-26 | |
| 2024-03-31 | $481,837 | 974 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,120,854 | 2,129 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $1,153,082 | 2,287 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,364,056 | 2,838 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $1,046,786 | 2,215 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,307,954 | 2,467 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $1,275,226 | 2,525 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $321,018 | 625 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $515,579 | 1,011 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $1,381,889 | 2,752 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $273,905 | 701 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $965,051 | 2,410 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $881,053 | 2,368 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $954,529 | 2,722 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $185,495 | 595 | Shares | Sole | 2020-11-13 | |
| No filing history on record for this holder in this stock. | ||||||