Comprehensive Financial Planning, Inc./PA
Position in UNH — Unitedhealth Group Inc
CIK 2044855
EAST PETERSBURG, PA
Position in UNH
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$42,809
+$15,209 QoQ
Shares Held
103
+1.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#3,215
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, 2026Comprehensive Financial Planning, Inc./PA holds $367,766 across 4 Healthcare Plans names. UNH ranks #2 (11.6% of the industry book) .
All Filings in UNH
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $42,809 | 103 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $27,600 | 102 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $38,952 | 118 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $35,220 | 102 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $47,419 | 152 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $16,236 | 31 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $15,681 | 31 | Shares | Sole | 2025-01-29 | |
| No filing history on record for this holder in this stock. | ||||||