Englebert Financial Advisers, LLC
Position in UNH — Unitedhealth Group Inc
CIK 2097035
Allentown, PA
Position in UNH
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$650,045
+$98,312 QoQ
Shares Held
1,564
-23.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
2.82%
of 13F equity value
Holder Rank
#2,131
of 3,349 holders
Holding Since
Dec 2025
3 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, 2026Englebert Financial Advisers, LLC holds $1,067,713 across 2 Healthcare Plans names. UNH ranks #1 (60.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
This page
|
1,564 | $650,045 | |
| 2 | ELV |
Elevance Health, Inc.
|
1,080 | $417,668 |
All Filings in UNH
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $650,045 | 1,564 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $551,733 | 2,039 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $657,909 | 1,993 | Shares | Sole | 2026-02-04 | |
| No filing history on record for this holder in this stock. | ||||||