Swisher Financial Concepts, Inc.
Position in UNH — Unitedhealth Group Inc
CIK 1947503
WESTERVILLE, OH
Position in UNH
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$127,598
-$132,168 QoQ
Shares Held
307
-68.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#3,109
of 3,349 holders
Holding Since
Dec 2023
11 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, 2026Swisher Financial Concepts, Inc. holds $1,049,623 across 2 Healthcare Plans names. UNH ranks #2 (12.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CNC |
Centene Corp
|
14,364 | $922,025 | |
| 2 | UNH |
Unitedhealth Group Inc
This page
|
307 | $127,598 |
All Filings in UNH
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $127,598 | 307 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $259,766 | 960 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $300,400 | 910 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $319,402 | 925 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $290,444 | 931 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $487,611 | 931 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $388,500 | 768 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $399,080 | 1,343 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $336,620 | 661 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $306 | 683 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $371,161 | 705 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||