Financial Perspectives, Inc

Position in UNH — Unitedhealth Group Inc

CIK 2003287 MINNEAPOLIS, MN

Position in UNH

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$1,780,558

+$621,622 QoQ

Shares Held

4,284

+0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.93%

of 13F equity value

Holder Rank

#1,466

of 3,340 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Financial Perspectives, Inc holds $2,061,080 across 5 Healthcare Plans names. UNH ranks #1 (86.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc This page	4,284	$1,780,558
2	CI	Cigna Group	380	$104,758
3	CVS	CVS HEALTH Corp	708	$73,242
4	ELV	Elevance Health, Inc.	135	$52,208
5	MOH	Molina Healthcare, Inc.	220	$50,314

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,780,558	4,284	+0.0%	Shares	Sole	2026-07-24
2026-03-31	$1,158,936	4,283	-0.2%	Shares	Sole	2026-05-11
2025-12-31	$1,416,832	4,292	-3.4%	Shares	Sole	2026-01-28
2025-09-30	$1,534,858	4,445	+2.1%	Shares	Sole	2025-10-22
2025-06-30	$1,358,629	4,355	-2.4%	Shares	Sole	2025-07-30
2025-03-31	$2,336,448	4,461	+0.0%	Shares	Sole	2025-04-18
2024-12-31	$2,255,629	4,459	+7.2%	Shares	Sole	2025-02-03
2024-09-30	$2,431,684	4,159	-3.3%	Shares	Sole	2024-10-17
2024-06-30	$2,189,308	4,299	+0.0%	Shares	Sole	2024-08-09
2024-03-31	$2,125,725	4,297	-20.1%	Shares	Sole	2024-04-19
2023-12-31	$2,831,355	5,378	+0.3%	Shares	Sole	2024-02-01
2023-09-30	$2,702,962	5,361	+11.2%	Shares	Sole	2024-01-10
2023-06-30	$2,317,165	4,821	+1.1%	Shares	Sole	2024-01-10
2023-03-31	$2,252,836	4,767	+0.0%	Shares	Sole	2024-01-10
2022-12-31	$2,526,307	4,765	+0.2%	Shares	Sole	2024-01-10
2022-09-30	$2,400,960	4,754	+24.8%	Shares	Sole	2024-01-10
2022-06-30	$1,956,930	3,810	+0.1%	Shares	Sole	2024-01-10
2022-03-31	$1,941,965	3,808	+3.2%	Shares	Sole	2024-01-10
2021-12-31	$1,852,394	3,689	0.0%	Shares	Sole	2024-01-10
2021-09-30	$1,441,439	3,689	+1.7%	Shares	Sole	2024-01-10
2021-06-30	$1,451,995	3,626	-99.7%	Shares	Sole	2024-01-10
2021-03-31	$3,598	1,338,881	+45440.2%	Shares	Sole	2024-01-10
2020-12-31	$1,030,999	2,940	+15.8%	Shares	Sole	2024-01-10
2020-09-30	$791,584	2,539	+15.2%	Shares	Sole	2024-01-10
2020-06-30	$650,069	2,204	+13.7%	Shares	Sole	2024-01-10
2020-03-31	$483,547	1,939	—	Shares	Sole	2024-01-10
No filing history on record for this holder in this stock.