PFG Investments, LLC

Position in UNH — Unitedhealth Group Inc

CIK 1973224 WOODBURY, NY

Position in UNH

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$4,210,331

+$1,307,713 QoQ

Shares Held

10,130

-5.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.23%

of 13F equity value

Holder Rank

#1,043

of 3,353 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

PFG Investments, LLC holds $7,638,805 across 6 Healthcare Plans names. UNH ranks #1 (55.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc This page	10,130	$4,210,331
2	CVS	CVS HEALTH Corp	16,931	$1,751,511
3	ELV	Elevance Health, Inc.	1,685	$651,640
4	CI	Cigna Group	1,838	$506,699
5	CNC	Centene Corp	4,563	$292,898
6	MOH	Molina Healthcare, Inc.	987	$225,726

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,210,331	10,130	-5.6%	Shares	Sole	2026-07-23
2026-03-31	$2,902,618	10,727	-9.9%	Shares	Sole	2026-04-27
2025-12-31	$3,928,309	11,900	-12.3%	Shares	Sole	2026-01-26
2025-09-30	$4,687,447	13,575	+15.1%	Shares	Sole	2025-10-31
2025-06-30	$3,679,062	11,793	+36.1%	Shares	Sole	2025-07-18
2025-03-31	$4,538,817	8,666	-17.4%	Shares	Sole	2025-04-22
2024-12-31	$5,309,000	10,495	-9.0%	Shares	Sole	2025-01-22
2024-09-30	$6,740,191	11,528	-0.2%	Shares	Sole	2024-10-24
2024-06-30	$5,882,971	11,552	-10.3%	Shares	Sole	2024-08-07
2024-03-31	$6,367,778	12,872	+113.0%	Shares	Sole	2024-04-22
2023-12-31	$3,180,931	6,042	+6.4%	Shares	Sole	2024-01-17
2023-09-30	$2,862,790	5,678	+16.6%	Shares	Sole	2023-11-06
2023-06-30	$2,341,197	4,871	+17.9%	Shares	Sole	2023-08-03
2023-03-31	$1,952,741	4,132	—	Shares	Sole	2023-05-11
No filing history on record for this holder in this stock.