Northern Financial Advisors Inc

Position in UNH — Unitedhealth Group Inc

CIK 1962457 BLOOMFIELD HILLS, MI

Position in UNH

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$721,949

+$261,405 QoQ

Shares Held

1,737

+2.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.49%

of 13F equity value

Holder Rank

#2,060

of 3,349 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Northern Financial Advisors Inc holds $1,903,026 across 3 Healthcare Plans names. UNH ranks #1 (37.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc This page	1,737	$721,949
2	ELV	Elevance Health, Inc.	1,855	$717,384
3	CI	Cigna Group	1,682	$463,693

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$721,949	1,737	+2.1%	Shares	Sole	2026-07-28
2026-03-31	$460,544	1,702	+46.5%	Shares	Sole	2026-04-28
2025-12-31	$383,587	1,162	-35.4%	Shares	Sole	2026-01-27
2025-09-30	$621,194	1,799	+0.1%	Shares	Sole	2025-11-10
2025-06-30	$560,610	1,797	-38.7%	Shares	Sole	2025-07-23
2025-03-31	$1,535,111	2,931	-5.6%	Shares	Sole	2025-05-06
2024-12-31	$1,570,695	3,105	-5.5%	Shares	Sole	2025-01-30
2024-09-30	$1,920,673	3,285	+3.6%	Shares	Sole	2024-10-29
2024-06-30	$1,614,354	3,170	-4.9%	Shares	Sole	2024-08-05
2024-03-31	$1,648,835	3,333	-8.3%	Shares	Sole	2024-04-30
2023-12-31	$1,914,244	3,636	+7.0%	Shares	Sole	2024-02-06
2023-09-30	$1,713,741	3,399	+0.5%	Shares	Sole	2023-11-14
2023-06-30	$1,625,043	3,381	+0.6%	Shares	Sole	2023-07-21
2023-03-31	$1,588,374	3,361	-1.4%	Shares	Sole	2023-04-27
2022-12-31	$1,807,913	3,410	—	Shares	Sole	2023-01-30
No filing history on record for this holder in this stock.