CARDIFF PARK ADVISORS, LLC

Position in UNH — Unitedhealth Group Inc

CIK 1910000 SAN MARCOS, CA

Position in UNH

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$866,172

+$257,616 QoQ

Shares Held

2,084

-7.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.20%

of 13F equity value

Holder Rank

#1,920

of 3,349 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

CARDIFF PARK ADVISORS, LLC holds $1,298,536 across 2 Healthcare Plans names. UNH ranks #1 (66.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	UNH	Unitedhealth Group Inc This page	2,084	$866,172
2	ELV	Elevance Health, Inc.	1,118	$432,364

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$866,172	2,084	-7.3%	Shares	Sole	2026-08-14
2026-03-31	$608,556	2,249	-0.4%	Shares	Sole	2026-05-15
2025-12-31	$745,388	2,258	-3.7%	Shares	Sole	2026-02-17
2025-09-30	$809,383	2,344	-7.9%	Shares	Sole	2025-11-14
2025-06-30	$793,651	2,544	+13.1%	Shares	Sole	2025-08-14
2025-03-31	$1,177,913	2,249	-2.6%	Shares	Sole	2025-05-15
2024-12-31	$1,168,030	2,309	+0.2%	Shares	Sole	2025-02-14
2024-09-30	$1,347,687	2,305	-2.1%	Shares	Sole	2024-11-14
2024-06-30	$1,198,798	2,354	+0.1%	Shares	Sole	2024-08-14
2024-03-31	$1,163,039	2,351	+7.6%	Shares	Sole	2024-05-14
2023-12-31	$1,149,810	2,184	+4.0%	Shares	Sole	2024-02-14
2023-09-30	$1,058,294	2,099	0.0%	Shares	Sole	2023-11-13
2023-06-30	$1,008,863	2,099	+11.1%	Shares	Sole	2023-08-14
2023-03-31	$892,722	1,889	0.0%	Shares	Sole	2023-05-15
2022-12-31	$1,001,510	1,889	-0.2%	Shares	Sole	2023-02-09
2022-09-30	$956,040	1,893	-2.4%	Shares	Sole	2022-11-08
2022-06-30	$995,928	1,939	-1.2%	Shares	Sole	2022-08-15
2022-03-31	$1,001,071	1,963	-2.0%	Shares	Sole	2022-05-16
2021-12-31	$1,006,288	2,004	—	Shares	Sole	2022-02-15
No filing history on record for this holder in this stock.