Position in UNH
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$415,630
+$185,358 QoQ
Shares Held
1,000
+17.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#2,446
of 3,349 holders
Holding Since
Jun 2024
4 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, 2026Elser Financial Planning, Inc holds $415,630 across 1 Healthcare Plans name. UNH ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
This page
|
1,000 | $415,630 |
All Filings in UNH
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $415,630 | 1,000 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $230,272 | 851 | Shares | Sole | 2026-04-16 | |
| 2024-12-31 | $523,565 | 1,035 | Shares | Sole | 2025-01-29 | |
| 2024-06-30 | $496,528 | 975 | Shares | Sole | 2024-07-23 | |
| No filing history on record for this holder in this stock. | ||||||