Godfrey Financial Associates, Inc.
Position in UNH — Unitedhealth Group Inc
CIK 2097943
GLENMONT, NY
Position in UNH
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$47,797
+$15,327 QoQ
Shares Held
115
-4.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#3,209
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, 2026Godfrey Financial Associates, Inc. holds $105,159 across 6 Healthcare Plans names. UNH ranks #2 (45.5% of the industry book) .
All Filings in UNH
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $47,797 | 115 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $32,470 | 120 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $39,283 | 119 | Shares | Sole | 2026-02-10 | |
| No filing history on record for this holder in this stock. | ||||||