Compound Planning, Inc.

Position in UNH — Unitedhealth Group Inc

CIK 1978879 NEW YORK, NY

Position in UNH

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$5,646,332

+$3,505,966 QoQ

Shares Held

13,585

+71.7% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.27%

of 13F equity value

Holder Rank

#927

of 3,349 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Compound Planning, Inc. holds $11,482,987 across 7 Healthcare Plans names. UNH ranks #1 (49.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc This page	13,585	$5,646,332
2	CVS	CVS HEALTH Corp	32,607	$3,373,193
3	CI	Cigna Group	2,662	$733,860
4	ELV	Elevance Health, Inc.	1,811	$700,368
5	HUM	Humana Inc	1,342	$533,068
6	CNC	Centene Corp	3,870	$248,414
7	OSCR	Oscar Health, Inc.	8,687	$247,752

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,646,332	13,585	+71.7%	Shares	Other	2026-08-04
2026-03-31	$2,140,366	7,910	-18.8%	Shares	Sole	2026-05-14
2025-12-31	$3,216,591	9,744	+10.5%	Shares	Defined	2026-02-19
2025-09-30	$3,044,510	8,817	+24.0%	Shares	Sole	2025-11-10
2025-06-30	$2,218,418	7,111	-2.2%	Shares	Sole	2025-08-14
2025-03-31	$3,808,710	7,272	+0.3%	Shares	Sole	2025-05-14
2024-12-31	$3,665,967	7,247	+6.3%	Shares	Sole	2025-01-17
2024-09-30	$3,984,594	6,815	-3.3%	Shares	Sole	2024-10-08
2024-06-30	$3,588,245	7,046	+19.5%	Shares	Sole	2024-07-26
2024-03-31	$2,917,740	5,898	+4.6%	Shares	Sole	2024-05-07
2023-12-31	$2,967,711	5,637	+50.1%	Shares	Sole	2024-02-08
2023-09-30	$1,893,737	3,756	-7.8%	Shares	Sole	2023-11-09
2023-06-30	$1,958,127	4,074	+6.0%	Shares	Sole	2023-08-03
2023-03-31	$1,817,108	3,845	—	Shares	Sole	2023-06-07
No filing history on record for this holder in this stock.