Cardinal Point Capital Management ULC
Position in UNH — Unitedhealth Group Inc
CIK 1950841
TORONTO, A6
Position in UNH
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$2,274,742
+$924,228 QoQ
Shares Held
5,473
+9.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#1,339
of 3,349 holders
Holding Since
Dec 2022
8 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, 2026Cardinal Point Capital Management ULC holds $15,078,127 across 2 Healthcare Plans names. UNH ranks #2 (15.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVS |
CVS HEALTH Corp
|
123,764 | $12,803,385 | |
| 2 | UNH |
Unitedhealth Group Inc
This page
|
5,473 | $2,274,742 |
All Filings in UNH
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,274,742 | 5,473 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $1,350,514 | 4,991 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $1,583,207 | 4,796 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,369,459 | 3,966 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $1,237,273 | 3,966 | Shares | Sole | 2025-07-31 | |
| 2023-09-30 | $233,944 | 464 | Shares | Sole | 2023-10-19 | |
| 2023-03-31 | $215,973 | 457 | Shares | Sole | 2023-06-21 | |
| 2022-12-31 | $273,572 | 516 | Shares | Sole | 2023-06-21 | |
| No filing history on record for this holder in this stock. | ||||||