Position in UNH
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$305,488
+$85,878 QoQ
Shares Held
735
+15.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#2,691
of 3,349 holders
Holding Since
Jun 2024
7 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, 2026FIDUCIARY FINANCIAL GROUP, LLC holds $879,945 across 2 Healthcare Plans names. UNH ranks #2 (34.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVS |
CVS HEALTH Corp
|
5,553 | $574,457 | |
| 2 | UNH |
Unitedhealth Group Inc
This page
|
735 | $305,488 |
All Filings in UNH
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $305,488 | 735 | Shares | Sole | 2026-07-10 | |
| 2025-09-30 | $219,610 | 636 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $244,896 | 785 | Shares | Sole | 2025-07-03 | |
| 2025-03-31 | $453,567 | 866 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $557,457 | 1,102 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $917,362 | 1,569 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $787,825 | 1,547 | Shares | Sole | 2024-07-18 | |
| No filing history on record for this holder in this stock. | ||||||