FIDUCIARY FAMILY OFFICE, LLC
Family OfficePosition in UNH — Unitedhealth Group Inc
CIK 2020280
Boca Raton, FL
Position in UNH
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$710,311
+$298,744 QoQ
Shares Held
1,709
+12.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#2,068
of 3,349 holders
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in UNH Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026FIDUCIARY FAMILY OFFICE, LLC holds $952,790 across 2 Healthcare Plans names. UNH ranks #1 (74.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
This page
|
1,709 | $710,311 | |
| 2 | ELV |
Elevance Health, Inc.
|
627 | $242,479 |
All Filings in UNH
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $710,311 | 1,709 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $411,567 | 1,521 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $257,485 | 780 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $327,344 | 948 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $1,186,733 | 3,804 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $2,519,761 | 4,811 | Shares | Sole | 2025-05-12 | |
| 2024-09-30 | $2,225,292 | 3,806 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $1,534,909 | 3,014 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $2,065,372 | 4,175 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $1,903,189 | 3,615 | Shares | Sole | 2024-05-07 | |
| No filing history on record for this holder in this stock. | ||||||