Global Financial Private Client, LLC
Position in UNH — Unitedhealth Group Inc
CIK 2023568
Sarasota, FL
Position in UNH
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$387,781
+$162,921 QoQ
Shares Held
933
+12.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#2,504
of 3,349 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 82%
Shared 18%
None 0%
Common Shares in UNH Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Global Financial Private Client, LLC holds $1,348,416 across 2 Healthcare Plans names. UNH ranks #2 (28.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVS |
CVS HEALTH Corp
|
9,286 | $960,635 | |
| 2 | UNH |
Unitedhealth Group Inc
This page
|
933 | $387,781 |
All Filings in UNH
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $387,781 | 933 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $224,860 | 831 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $289,506 | 877 | Shares | Other | 2026-01-27 | |
| 2025-09-30 | $278,311 | 806 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $296,994 | 952 | Shares | Other | 2025-07-10 | |
| 2025-03-31 | $511,703 | 977 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $487,649 | 964 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $557,200 | 953 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $403,333 | 792 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $391,802 | 792 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $416,964 | 792 | Shares | Sole | 2024-05-16 | |
| 2023-09-30 | $399,318 | 792 | Shares | Sole | 2024-05-16 | |
| 2023-06-30 | $380,666 | 792 | Shares | Sole | 2024-05-16 | |
| 2023-03-31 | $374,291 | 792 | Shares | Sole | 2024-05-16 | |
| 2022-12-31 | $408,238 | 770 | Shares | Sole | 2024-05-16 | |
| 2022-09-30 | $385,345 | 763 | Shares | Sole | 2024-05-16 | |
| 2022-06-30 | $391,899 | 763 | Shares | Sole | 2024-05-16 | |
| 2022-03-31 | $376,357 | 738 | Shares | Sole | 2024-05-16 | |
| 2021-12-31 | $370,579 | 738 | Shares | Sole | 2024-05-16 | |
| 2021-09-30 | $288,366 | 738 | Shares | Sole | 2024-05-16 | |
| 2021-06-30 | $358,393 | 895 | Shares | Sole | 2024-05-16 | |
| 2021-03-31 | $333,374 | 896 | Shares | Sole | 2024-05-16 | |
| 2020-12-31 | $314,209 | 896 | Shares | Sole | 2024-05-16 | |
| 2020-09-30 | $272,798 | 875 | Shares | Sole | 2024-05-16 | |
| 2020-06-30 | $259,850 | 881 | Shares | Sole | 2024-05-16 | |
| 2020-03-31 | $217,958 | 874 | Shares | Sole | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||