Confluence Wealth Services, Inc.

Position in UNH — Unitedhealth Group Inc

CIK 1910411 MCMURRAY, PA

Position in UNH

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$3,290,127

+$1,536,163 QoQ

Shares Held

7,916

+22.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.42%

of 13F equity value

Holder Rank

#1,164

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

Confluence Wealth Services, Inc. holds $5,996,805 across 4 Healthcare Plans names. UNH ranks #1 (54.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc This page	7,916	$3,290,127
2	CVS	CVS HEALTH Corp	15,708	$1,624,992
3	ELV	Elevance Health, Inc.	1,526	$590,149
4	CI	Cigna Group	1,783	$491,537

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,290,127	7,916	+22.1%	Shares	Sole	2026-07-22
2026-03-31	$1,753,964	6,482	+6.6%	Shares	Sole	2026-05-07
2025-12-31	$2,006,408	6,078	-31.9%	Shares	Sole	2026-01-28
2025-09-30	$3,083,874	8,931	+25.8%	Shares	Sole	2025-10-28
2025-06-30	$2,215,298	7,101	-5.1%	Shares	Sole	2025-07-22
2025-03-31	$3,917,650	7,480	+8.9%	Shares	Sole	2025-04-24
2024-12-31	$3,474,246	6,868	+13.0%	Shares	Sole	2025-01-27
2024-09-30	$3,554,269	6,079	+22.8%	Shares	Sole	2024-10-29
2024-06-30	$2,521,346	4,951	+4.5%	Shares	Sole	2024-07-31
2024-03-31	$2,343,888	4,738	+4.1%	Shares	Sole	2024-04-22
2023-12-31	$2,396,491	4,552	+10.2%	Shares	Sole	2024-01-25
2023-09-30	$2,082,304	4,130	+14.8%	Shares	Sole	2023-11-01
2023-06-30	$1,729,823	3,599	+9.3%	Shares	Sole	2023-08-01
2023-03-31	$1,556,238	3,293	+24.3%	Shares	Sole	2023-05-12
2022-12-31	$1,404,446	2,649	+6.6%	Shares	Sole	2023-02-10
2022-09-30	$1,255,529	2,486	-18.0%	Shares	Sole	2022-11-08
2022-06-30	$1,557,839	3,033	-0.1%	Shares	Sole	2022-08-15
2022-03-31	$1,548,778	3,037	-1.3%	Shares	Sole	2022-04-26
2021-12-31	$1,545,084	3,077	—	Shares	Sole	2022-02-10
No filing history on record for this holder in this stock.