Financial Security Advisor, Inc.
Position in UNH — Unitedhealth Group Inc
CIK 1997602
VIRGINIA BEACH, VA
Position in UNH
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$889,032
+$366,253 QoQ
Shares Held
2,139
+10.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
#1,901
of 3,340 holders
Holding Since
Sep 2023
12 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, 2026Financial Security Advisor, Inc. holds $1,900,717 across 2 Healthcare Plans names. UNH ranks #2 (46.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ELV |
Elevance Health, Inc.
|
2,616 | $1,011,685 | |
| 2 | UNH |
Unitedhealth Group Inc
This page
|
2,139 | $889,032 |
All Filings in UNH
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $889,032 | 2,139 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $522,779 | 1,932 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $733,174 | 2,221 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $778,996 | 2,256 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $849,494 | 2,723 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $1,330,848 | 2,541 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $1,173,595 | 2,320 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $1,358,211 | 2,323 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $962,501 | 1,890 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $926,573 | 1,873 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $906,054 | 1,721 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $865,190 | 1,716 | Shares | Sole | 2023-11-08 | |
| No filing history on record for this holder in this stock. | ||||||