Position in UNH
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$2,076,487
+$643,713 QoQ
Shares Held
4,996
-5.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#1,383
of 3,349 holders
Holding Since
Dec 2024
6 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, 2026CVFG LLC holds $2,696,415 across 2 Healthcare Plans names. UNH ranks #1 (77.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
This page
|
4,996 | $2,076,487 | |
| 2 | ELV |
Elevance Health, Inc.
|
1,603 | $619,928 |
All Filings in UNH
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,076,487 | 4,996 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $1,432,774 | 5,295 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $273,331 | 828 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $252,069 | 730 | Shares | Sole | 2025-11-10 | |
| 2025-03-31 | $256,113 | 489 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $233,201 | 461 | Shares | Sole | 2025-01-15 | |
| No filing history on record for this holder in this stock. | ||||||