Fiduciary Alliance LLC

Position in UNH — Unitedhealth Group Inc

CIK 1954805 GREENVILLE, SC

Position in UNH

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$6,490,478

+$3,170,610 QoQ

Shares Held

15,616

+27.3% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.74%

of 13F equity value

Holder Rank

#880

of 3,353 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

Fiduciary Alliance LLC holds $20,489,346 across 5 Healthcare Plans names. UNH ranks #2 (31.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	OSCR	Oscar Health, Inc.	343,696	$9,802,209
2	UNH	Unitedhealth Group Inc This page	15,616	$6,490,478
3	HUM	Humana Inc	6,634	$2,635,157
4	ELV	Elevance Health, Inc.	3,327	$1,286,650
5	CI	Cigna Group	997	$274,852

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,490,478	15,616	+27.3%	Shares	Sole	2026-07-20
2026-03-31	$3,319,868	12,269	-1.9%	Shares	Sole	2026-04-20
2025-12-31	$4,129,676	12,510	+3.3%	Shares	Sole	2026-01-22
2025-09-30	$4,181,583	12,110	-14.7%	Shares	Sole	2025-10-08
2025-06-30	$4,427,478	14,192	+39.5%	Shares	Sole	2025-07-09
2025-03-31	$5,327,585	10,172	+2.8%	Shares	Sole	2025-04-09
2024-12-31	$5,004,472	9,893	+260.7%	Shares	Sole	2025-01-13
2024-09-30	$1,603,777	2,743	+91.7%	Shares	Sole	2024-10-11
2024-06-30	$728,751	1,431	+68.6%	Shares	Sole	2024-07-10
2024-03-31	$420,000	849	+0.8%	Shares	Sole	2024-04-17
2023-12-31	$443,287	842	-5.6%	Shares	Sole	2024-01-17
2023-09-30	$449,737	892	+17.5%	Shares	Sole	2023-10-18
2023-06-30	$364,805	759	-83.3%	Shares	Sole	2023-07-18
2023-03-31	$2,150,757	4,551	-24.7%	Shares	Sole	2023-04-18
2022-12-31	$3,204,938	6,045	—	Shares	Sole	2023-01-19
No filing history on record for this holder in this stock.