Bruce G. Allen Investments, LLC

Position in UNH — Unitedhealth Group Inc

CIK 2005409 DENVER, CO

Position in UNH

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$335,829

+$111,510 QoQ

Shares Held

808

-2.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.60%

of 13F equity value

Holder Rank

#2,606

of 3,340 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

Bruce G. Allen Investments, LLC holds $729,424 across 7 Healthcare Plans names. UNH ranks #1 (46.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc This page	808	$335,829
2	CVS	CVS HEALTH Corp	1,215	$125,691
3	HUM	Humana Inc	271	$107,646
4	CNC	Centene Corp	1,149	$73,754
5	CI	Cigna Group	205	$56,514
6	ELV	Elevance Health, Inc.	74	$28,618
7	MOH	Molina Healthcare, Inc.	6	$1,372

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$335,829	808	-2.5%	Shares	Sole	2026-07-31
2026-03-31	$224,319	829	+13.7%	Shares	Sole	2026-05-08
2025-12-31	$240,650	729	-9.3%	Shares	Sole	2026-02-10
2025-09-30	$277,621	804	+1.8%	Shares	Sole	2025-10-30
2025-06-30	$246,456	790	-17.4%	Shares	Sole	2025-07-09
2025-03-31	$500,705	956	-3.8%	Shares	Sole	2025-04-14
2024-12-31	$502,824	994	+1.0%	Shares	Sole	2025-01-10
2024-09-30	$575,325	984	-1.1%	Shares	Sole	2024-10-08
2024-06-30	$506,713	995	+6.1%	Shares	Sole	2024-07-12
2024-03-31	$464,028	938	+6.6%	Shares	Sole	2024-04-10
2023-12-31	$463,293	880	—	Shares	Sole	2024-01-11
No filing history on record for this holder in this stock.