Position in UNH
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$399,420
+$112,054 QoQ
Shares Held
961
-9.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#2,484
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, 2026BIRCH FINANCIAL GROUP, LLC holds $1,028,521 across 2 Healthcare Plans names. UNH ranks #2 (38.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CI |
Cigna Group
|
2,282 | $629,101 | |
| 2 | UNH |
Unitedhealth Group Inc
This page
|
961 | $399,420 |
All Filings in UNH
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $399,420 | 961 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $287,366 | 1,062 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $565,148 | 1,712 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $720,641 | 2,087 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $468,890 | 1,503 | Shares | Sole | 2025-10-31 | |
| 2025-03-31 | $284,396 | 543 | Shares | Sole | 2025-10-31 | |
| 2024-12-31 | $295,928 | 585 | Shares | Sole | 2025-10-31 | |
| No filing history on record for this holder in this stock. | ||||||