Position in UNH
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$232,752
-$46,461 QoQ
Shares Held
560
-37.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#2,926
of 3,349 holders
Holding Since
Jun 2025
2 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, 2026Plan Group Financial, LLC holds $1,050,910 across 3 Healthcare Plans names. UNH ranks #3 (22.1% of the industry book) .
All Filings in UNH
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $232,752 | 560 | Shares | Sole | 2026-08-03 | |
| 2025-06-30 | $279,213 | 895 | Shares | Sole | 2025-08-13 | |
| No filing history on record for this holder in this stock. | ||||||