Forum Financial Management, LP

Position in UNH — Unitedhealth Group Inc

CIK 1911832 LOMBARD, IL

Position in UNH

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$549,878

+$197,300 QoQ

Shares Held

1,323

+1.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#2,244

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

Forum Financial Management, LP holds $1,097,019 across 4 Healthcare Plans names. UNH ranks #1 (50.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc This page	1,323	$549,878
2	CVS	CVS HEALTH Corp	2,074	$214,555
3	CI	Cigna Group	748	$206,208
4	CLOV	Clover Health Investments, Corp. /De	24,118	$126,378

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$549,878	1,323	+1.5%	Shares	Sole	2026-07-23
2026-03-31	$352,578	1,303	-82.0%	Shares	Sole	2026-04-23
2025-12-31	$2,389,996	7,240	+3.0%	Shares	Sole	2026-01-27
2025-09-30	$2,426,423	7,027	-4.2%	Shares	Sole	2025-10-24
2025-06-30	$2,288,611	7,336	-15.2%	Shares	Sole	2025-07-30
2025-03-31	$4,529,390	8,648	+2.0%	Shares	Sole	2025-05-02
2024-12-31	$4,289,692	8,480	+25.2%	Shares	Sole	2025-02-20
2024-09-30	$3,958,868	6,771	-0.3%	Shares	Sole	2024-10-29
2024-06-30	$3,456,856	6,788	-1.5%	Shares	Sole	2024-07-30
2024-03-31	$3,409,472	6,892	-1.1%	Shares	Sole	2024-05-09
2023-12-31	$3,669,495	6,970	-4.9%	Shares	Sole	2024-02-07
2023-09-30	$3,695,712	7,330	+0.1%	Shares	Sole	2023-11-06
2023-06-30	$3,520,206	7,324	+6.8%	Shares	Sole	2023-07-26
2023-03-31	$3,241,494	6,859	+2.0%	Shares	Sole	2023-04-19
2022-12-31	$3,565,990	6,726	-0.0%	Shares	Sole	2023-01-24
2022-09-30	$3,397,404	6,727	+0.1%	Shares	Sole	2022-11-07
2022-06-30	$3,450,566	6,718	+2.8%	Shares	Sole	2022-08-15
2022-03-31	$3,332,653	6,535	-0.1%	Shares	Sole	2022-05-16
2021-12-31	$3,284,497	6,541	—	Shares	Sole	2022-02-18
No filing history on record for this holder in this stock.