Birchwood Financial Partners, Inc.
Position in UNH — Unitedhealth Group Inc
CIK 2110062
BLOOMINGTON, MN
Position in UNH
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$2,406,497
+$754,004 QoQ
Shares Held
5,790
-5.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
4.89%
of 13F equity value
Holder Rank
#1,314
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, 2026Birchwood Financial Partners, Inc. holds $2,409,805 across 2 Healthcare Plans names. UNH ranks #1 (99.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
This page
|
5,790 | $2,406,497 | |
| 2 | CI |
Cigna Group
|
12 | $3,308 |
All Filings in UNH
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,406,497 | 5,790 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $1,652,493 | 6,107 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $2,014,991 | 6,104 | Shares | Sole | 2026-02-19 | |
| No filing history on record for this holder in this stock. | ||||||