Position in UNH
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$11,222
+$3,917 QoQ
Shares Held
27
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.43%
of 13F equity value
Holder Rank
#3,296
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, 2026Park Square Financial Group, LLC holds $13,155 across 2 Healthcare Plans names. UNH ranks #1 (85.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
This page
|
27 | $11,222 | |
| 2 | ELV |
Elevance Health, Inc.
|
5 | $1,933 |
All Filings in UNH
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,222 | 27 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $7,305 | 27 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $21,127 | 64 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $345 | 1 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $233,664 | 749 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $406,953 | 777 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $402,157 | 795 | Shares | Sole | 2025-02-28 | |
| No filing history on record for this holder in this stock. | ||||||