Position in UNH
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$963,014
+$367,987 QoQ
Shares Held
2,317
+5.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.40%
of 13F equity value
Holder Rank
#1,847
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)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Sovereign Financial Group, Inc. holds $1,170,601 across 2 Healthcare Plans names. UNH ranks #1 (82.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
This page
|
2,317 | $963,014 | |
| 2 | CI |
Cigna Group
|
753 | $207,587 |
All Filings in UNH
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $963,014 | 2,317 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $595,027 | 2,199 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $764,534 | 2,316 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $774,853 | 2,244 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $701,620 | 2,249 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $1,141,775 | 2,180 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $1,053,706 | 2,083 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $1,249,461 | 2,137 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $1,112,733 | 2,185 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $1,051,732 | 2,126 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $1,094,004 | 2,078 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $985,187 | 1,954 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $1,024,243 | 2,131 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $955,576 | 2,022 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $1,030,139 | 1,943 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $812,104 | 1,608 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $838,244 | 1,632 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $827,171 | 1,622 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $696,970 | 1,388 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $481,782 | 1,233 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $481,729 | 1,203 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $447,600 | 1,203 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $420,114 | 1,198 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||