Position in UNH
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$885,707
+$322,339 QoQ
Shares Held
2,131
+2.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#1,908
of 3,349 holders
Holding Since
Dec 2022
15 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, 2026Beaumont Financial Advisors, LLC holds $1,161,938 across 2 Healthcare Plans names. UNH ranks #1 (76.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
This page
|
2,131 | $885,707 | |
| 2 | CI |
Cigna Group
|
1,002 | $276,231 |
All Filings in UNH
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $885,707 | 2,131 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $563,368 | 2,082 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $717,989 | 2,175 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $1,170,912 | 3,391 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $1,203,580 | 3,858 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $2,111,236 | 4,031 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $2,087,178 | 4,126 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $2,470,857 | 4,226 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $2,224,956 | 4,369 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $2,183,111 | 4,413 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $2,326,470 | 4,419 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $2,365,155 | 4,691 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $2,154,709 | 4,483 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $2,027,411 | 4,290 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $2,298,860 | 4,336 | Shares | Sole | 2023-01-25 | |
| No filing history on record for this holder in this stock. | ||||||