Basepoint Wealth LLC

Position in UNH — Unitedhealth Group Inc

CIK 2088236 CEDAR RAPIDS, IA

Position in UNH

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$200,749

+$66,266 QoQ

Shares Held

483

-2.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

#3,051

of 3,349 holders

Holding Since

Sep 2024

6 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

Basepoint Wealth LLC holds $1,138,195 across 5 Healthcare Plans names. UNH ranks #3 (17.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CVS	CVS HEALTH Corp	4,403	$455,490
2	ELV	Elevance Health, Inc.	803	$310,544
3	UNH	Unitedhealth Group Inc This page	483	$200,749
4	CI	Cigna Group	551	$151,899
5	CNC	Centene Corp	304	$19,513

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$200,749	483	-2.8%	Shares	Sole	2026-08-10
2026-03-31	$134,483	497	+1.2%	Shares	Sole	2026-05-07
2025-12-31	$162,084	491	+18.0%	Shares	Sole	2026-02-10
2025-03-31	$217,880	416	+1.7%	Shares	Sole	2025-10-16
2024-12-31	$206,896	409	-1.0%	Shares	Sole	2025-10-16
2024-09-30	$241,472	413	—	Shares	Sole	2025-10-16
No filing history on record for this holder in this stock.