Quantum Financial Advisors, LLC

Position in UNH — Unitedhealth Group Inc

CIK 1929139 SANTA MONICA, CA

Position in UNH

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$472,986

+$182,373 QoQ

Shares Held

1,138

+6.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.28%

of 13F equity value

Holder Rank

#2,351

of 3,349 holders

Holding Since

Jun 2022

17 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Quantum Financial Advisors, LLC holds $1,144,686 across 2 Healthcare Plans names. UNH ranks #2 (41.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	CVS	CVS HEALTH Corp	6,493	$671,700
2	UNH	Unitedhealth Group Inc This page	1,138	$472,986

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$472,986	1,138	+6.0%	Shares	Sole	2026-07-08
2026-03-31	$290,613	1,074	+1.6%	Shares	Sole	2026-04-08
2025-12-31	$348,926	1,057	+0.2%	Shares	Sole	2026-01-12
2025-09-30	$364,291	1,055	-26.6%	Shares	Sole	2025-10-08
2025-06-30	$448,612	1,438	-4.8%	Shares	Sole	2025-07-11
2025-03-31	$791,386	1,511	-0.7%	Shares	Sole	2025-04-09
2024-12-31	$769,918	1,522	0.0%	Shares	Sole	2025-01-14
2024-09-30	$889,882	1,522	0.0%	Shares	Sole	2024-10-04
2024-06-30	$775,093	1,522	0.0%	Shares	Sole	2024-07-15
2024-03-31	$752,933	1,522	-1.6%	Shares	Sole	2024-04-26
2023-12-31	$813,922	1,546	-8.4%	Shares	Sole	2024-01-09
2023-09-30	$851,072	1,688	+10.4%	Shares	Sole	2023-11-29
2023-06-30	$734,898	1,529	0.0%	Shares	Sole	2023-08-10
2023-03-31	$722,590	1,529	-5.7%	Shares	Sole	2023-04-07
2022-12-31	$859,951	1,622	+0.6%	Shares	Sole	2023-01-18
2022-09-30	$814,124	1,612	0.0%	Shares	Sole	2022-10-24
2022-06-30	$827,971	1,612	—	Shares	Sole	2022-08-15
No filing history on record for this holder in this stock.