Position in UNH
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$975,067
+$404,393 QoQ
Shares Held
2,346
+11.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#1,838
of 3,349 holders
Holding Since
Dec 2020
22 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, 2026Allegheny Financial Group holds $2,041,397 across 2 Healthcare Plans names. UNH ranks #2 (47.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CI |
Cigna Group
|
3,868 | $1,066,330 | |
| 2 | UNH |
Unitedhealth Group Inc
This page
|
2,346 | $975,067 |
All Filings in UNH
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $975,067 | 2,346 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $570,674 | 2,109 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $232,727 | 705 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $240,674 | 697 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $274,533 | 880 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $512,227 | 978 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $510,412 | 1,009 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $601,635 | 1,029 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $520,972 | 1,023 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $408,622 | 826 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $674,934 | 1,282 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $420,494 | 834 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $399,411 | 831 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $452,741 | 958 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $507,382 | 957 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $504,029 | 998 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $512,089 | 997 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $507,420 | 995 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $499,629 | 995 | Shares | Sole | 2022-05-11 | |
| 2021-09-30 | $388,395 | 994 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $407,247 | 1,017 | Shares | Sole | 2021-08-10 | |
| 2020-12-31 | $357,342 | 1,019 | Shares | Sole | 2021-02-11 | |
| No filing history on record for this holder in this stock. | ||||||