Ritter Daniher Financial Advisory LLC / DE
Position in UNH — Unitedhealth Group Inc
CIK 1936603
CINCINNATI, OH
Position in UNH
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$329,178
+$49,388 QoQ
Shares Held
792
-23.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#2,629
of 3,349 holders
Holding Since
Jun 2022
17 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, 2026Ritter Daniher Financial Advisory LLC / DE holds $1,341,526 across 5 Healthcare Plans names. UNH ranks #2 (24.5% of the industry book) .
All Filings in UNH
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $329,178 | 792 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $279,790 | 1,034 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $406,365 | 1,231 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $504,138 | 1,460 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $198,724 | 637 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $352,483 | 673 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $372,312 | 736 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $434,417 | 743 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $378,380 | 743 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $394,275 | 797 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $419,596 | 797 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $411,419 | 816 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $296,074 | 616 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $291,115 | 616 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $337,194 | 636 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $230,803 | 457 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $193,638 | 377 | Shares | Sole | 2022-08-11 | |
| No filing history on record for this holder in this stock. | ||||||