Position in UNH
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$2,798,021
+$1,351,177 QoQ
Shares Held
6,732
+25.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.46%
of 13F equity value
Holder Rank
#1,235
of 3,349 holders
Holding Since
Jun 2021
21 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, 2026Everhart Financial Group, Inc. holds $5,524,132 across 6 Healthcare Plans names. UNH ranks #1 (50.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
This page
|
6,732 | $2,798,021 | |
| 2 | CI |
Cigna Group
|
3,641 | $1,003,750 | |
| 3 | CVS |
CVS HEALTH Corp
|
7,282 | $753,322 | |
| 4 | ELV |
Elevance Health, Inc.
|
1,545 | $597,497 | |
| 5 | CNC |
Centene Corp
|
4,764 | $305,801 | |
| 6 | CLOV |
Clover Health Investments, Corp. /De
|
12,546 | $65,741 |
All Filings in UNH
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,798,021 | 6,732 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $1,446,844 | 5,347 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $1,453,144 | 4,402 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $1,348,051 | 3,904 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $692,261 | 2,219 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $2,375,206 | 4,535 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $2,171,151 | 4,292 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $2,705,899 | 4,628 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $1,972,873 | 3,874 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $1,978,800 | 4,000 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $2,006,377 | 3,811 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $1,644,667 | 3,262 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $1,411,159 | 2,936 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $1,250,473 | 2,646 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $1,467,538 | 2,768 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $1,278,761 | 2,532 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $1,126,904 | 2,194 | Shares | Sole | 2022-07-12 | |
| 2022-03-31 | $988,831 | 1,939 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $648,764 | 1,292 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $479,437 | 1,227 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $380,818 | 951 | Shares | Sole | 2021-07-16 | |
| No filing history on record for this holder in this stock. | ||||||