BridgePort Financial Solutions, LLC
Position in UNH — Unitedhealth Group Inc
CIK 2031775
FAIRFIELD, IA
Position in UNH
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$538,240
+$116,391 QoQ
Shares Held
1,295
-16.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.45%
of 13F equity value
Holder Rank
#2,263
of 3,349 holders
Holding Since
Dec 2024
7 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, 2026BridgePort Financial Solutions, LLC holds $959,902 across 2 Healthcare Plans names. UNH ranks #1 (56.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
This page
|
1,295 | $538,240 | |
| 2 | CVS |
CVS HEALTH Corp
|
4,076 | $421,662 |
All Filings in UNH
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $538,240 | 1,295 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $421,849 | 1,559 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $445,978 | 1,351 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $627,410 | 1,817 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $520,677 | 1,669 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $804,480 | 1,536 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $777,000 | 1,536 | Shares | Sole | 2025-02-28 | |
| No filing history on record for this holder in this stock. | ||||||