Fortitude Family Office, LLC
Family OfficePosition in UNH — Unitedhealth Group Inc
CIK 1950506
SCOTTSDALE, AZ
Position in UNH
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$170,823
+$98,847 QoQ
Shares Held
411
+54.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#3,075
of 3,349 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UNH Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Fortitude Family Office, LLC holds $464,279 across 9 Healthcare Plans names. UNH ranks #1 (36.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
This page
|
411 | $170,823 | |
| 2 | CI |
Cigna Group
|
356 | $98,142 | |
| 3 | CNC |
Centene Corp
|
1,084 | $69,581 | |
| 4 | CVS |
CVS HEALTH Corp
|
470 | $48,621 | |
| 5 | ELV |
Elevance Health, Inc.
|
108 | $41,766 | |
| 6 | MOH |
Molina Healthcare, Inc.
|
80 | $18,296 | |
| 7 | HUM |
Humana Inc
|
35 | $13,902 | |
| 8 | OSCR |
Oscar Health, Inc.
|
77 | $2,196 |
All Filings in UNH
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $170,823 | 411 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $71,976 | 266 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $153,501 | 465 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $138,120 | 400 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $132,275 | 424 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $211,071 | 403 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $235,730 | 466 | Shares | Sole | 2025-01-10 | |
| 2024-09-30 | $268,368 | 459 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $154,815 | 304 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $108,339 | 219 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $134,776 | 256 | Shares | Sole | 2024-01-12 | |
| No filing history on record for this holder in this stock. | ||||||