RETIREMENT PLANNING GROUP, LLC / NY
PensionPosition in UNH — Unitedhealth Group Inc
CIK 2057004
MALTA, NY
Position in UNH
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$564,841
+$121,615 QoQ
Shares Held
1,359
-17.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.88%
of 13F equity value
Holder Rank
#2,230
of 3,349 holders
Holding Since
Jun 2025
5 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, 2026RETIREMENT PLANNING GROUP, LLC / NY holds $909,804 across 2 Healthcare Plans names. UNH ranks #1 (62.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
This page
|
1,359 | $564,841 | |
| 2 | ELV |
Elevance Health, Inc.
|
892 | $344,963 |
All Filings in UNH
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $564,841 | 1,359 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $443,226 | 1,638 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $548,642 | 1,662 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $573,198 | 1,660 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $242,712 | 778 | Shares | Sole | 2025-07-25 | |
| No filing history on record for this holder in this stock. | ||||||