Vision Retirement, LLC

Pension

Position in UNH — Unitedhealth Group Inc

CIK 2069023 RIDGEWOOD, NJ

Position in UNH

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$46,134

+$14,746 QoQ

Shares Held

111

-4.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#3,211

of 3,349 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Vision Retirement, LLC holds $107,120 across 5 Healthcare Plans names. UNH ranks #1 (43.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc This page	111	$46,134
2	CI	Cigna Group	80	$22,054
3	ELV	Elevance Health, Inc.	39	$15,082
4	HUM	Humana Inc	34	$13,505
5	CVS	CVS HEALTH Corp	100	$10,345

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$46,134	111	-4.3%	Shares	Sole	2026-07-21
2026-03-31	$31,388	116	-14.1%	Shares	Sole	2026-05-07
2025-12-31	$44,564	135	—	Shares	Sole	2026-05-07
No filing history on record for this holder in this stock.