Ascent Group, LLC

Position in UNH — Unitedhealth Group Inc

CIK 1913231 VIRGINIA BEACH, VA

Position in UNH

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$8,127,640

+$3,580,379 QoQ

Shares Held

19,555

+16.4% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.46%

of 13F equity value

Holder Rank

#805

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

Ascent Group, LLC holds $11,246,102 across 5 Healthcare Plans names. UNH ranks #1 (72.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc This page	19,555	$8,127,640
2	CVS	CVS HEALTH Corp	11,879	$1,228,880
3	CI	Cigna Group	3,413	$940,893
4	ELV	Elevance Health, Inc.	1,843	$712,742
5	HUM	Humana Inc	594	$235,947

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$8,127,640	19,555	+16.4%	Shares	Other	2026-08-03
2026-03-31	$4,547,261	16,805	-23.1%	Shares	Other	2026-05-15
2025-12-31	$7,215,211	21,857	-0.3%	Shares	Other	2026-01-20
2025-09-30	$7,566,554	21,913	+37.4%	Shares	Other	2025-10-20
2025-06-30	$4,975,919	15,950	-39.9%	Shares	Other	2025-07-21
2025-03-31	$13,897,704	26,535	+21.7%	Shares	Other	2025-05-16
2024-12-31	$11,030,277	21,805	+0.3%	Shares	Other	2025-02-21
2024-09-30	$12,714,451	21,746	-1.1%	Shares	Sole	2024-11-14
2024-06-30	$11,201,682	21,996	-1.3%	Shares	Sole	2024-08-15
2024-03-31	$11,024,389	22,285	-1.7%	Shares	Sole	2024-05-15
2023-12-31	$11,934,021	22,668	+1.7%	Shares	Sole	2024-02-14
2023-09-30	$11,243,437	22,300	+16.9%	Shares	Sole	2023-11-14
2023-06-30	$9,169,169	19,077	+4.5%	Shares	Sole	2023-08-14
2023-03-31	$8,625,712	18,252	+8.3%	Shares	Sole	2023-05-10
2022-12-31	$8,936,714	16,856	+7.4%	Shares	Sole	2023-02-17
2022-09-30	$7,924,077	15,690	+14.0%	Shares	Sole	2022-11-15
2022-06-30	$7,069,603	13,764	+2.5%	Shares	Sole	2022-08-05
2022-03-31	$6,845,327	13,423	+3.4%	Shares	Sole	2022-05-10
2021-12-31	$6,520,287	12,985	—	Shares	Sole	2022-03-01
No filing history on record for this holder in this stock.