CFS Investment Advisory Services, LLC

Position in UNH — Unitedhealth Group Inc

CIK 1845688 TOTOWA, NJ

Position in UNH

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$2,152,963

+$1,113,086 QoQ

Shares Held

5,180

+34.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.80%

of 13F equity value

Holder Rank

#1,364

of 3,349 holders

Holding Since

Dec 2020

21 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

CFS Investment Advisory Services, LLC holds $3,073,608 across 3 Healthcare Plans names. UNH ranks #1 (70.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc This page	5,180	$2,152,963
2	CVS	CVS HEALTH Corp	4,617	$477,628
3	CI	Cigna Group	1,607	$443,017

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,152,963	5,180	+34.8%	Shares	Sole	2026-07-16
2026-03-31	$1,039,877	3,843	-4.0%	Shares	Sole	2026-04-29
2025-12-31	$1,321,760	4,004	-6.6%	Shares	Sole	2026-02-10
2025-09-30	$1,479,955	4,286	+20.2%	Shares	Sole	2025-10-31
2025-06-30	$1,112,485	3,566	+21.3%	Shares	Sole	2025-08-11
2025-03-31	$1,539,301	2,939	+1.2%	Shares	Sole	2025-05-12
2024-12-31	$1,469,017	2,904	+15.4%	Shares	Sole	2025-01-21
2024-09-30	$1,471,639	2,517	+12.1%	Shares	Sole	2024-11-12
2024-06-30	$1,143,288	2,245	-1.3%	Shares	Sole	2024-08-13
2024-03-31	$1,124,947	2,274	-17.6%	Shares	Sole	2024-05-15
2023-12-31	$1,453,057	2,760	+55.0%	Shares	Sole	2024-02-13
2023-09-30	$897,962	1,781	+19.7%	Shares	Sole	2023-11-14
2023-06-30	$715,192	1,488	-6.9%	Shares	Sole	2023-07-21
2023-03-31	$755,671	1,599	+15.4%	Shares	Sole	2023-05-05
2022-12-31	$734,829	1,386	-99.8%	Shares	Sole	2023-02-13
2022-09-30	$1,000	575,746	+70027.4%	Shares	Sole	2022-10-31
2022-06-30	$421,690	821	-99.8%	Shares	Sole	2022-08-16
2022-03-31	$1,000	478,352	+49728.3%	Shares	Sole	2022-05-27
2021-12-31	$482,054	960	+2.5%	Shares	Sole	2022-02-14
2021-09-30	$366,123	937	+21.5%	Shares	Sole	2021-11-19
2020-12-31	$270,374	771	—	Shares	Sole	2021-02-11
No filing history on record for this holder in this stock.