Position in UNH
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$354,532
+$131,025 QoQ
Shares Held
853
+3.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#2,574
of 3,349 holders
Holding Since
Dec 2025
3 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, 2026LFG Wealth Partners, LLC holds $2,049,964 across 2 Healthcare Plans names. UNH ranks #2 (17.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CI |
Cigna Group
|
6,150 | $1,695,432 | |
| 2 | UNH |
Unitedhealth Group Inc
This page
|
853 | $354,532 |
All Filings in UNH
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $354,532 | 853 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $223,507 | 826 | Shares | Sole | 2026-06-11 | |
| 2025-12-31 | $274,651 | 832 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||