Silver Grove Financial Group, Inc.
Position in UNH — Unitedhealth Group Inc
CIK 2111172
ORCHARD PARK, NY
Position in UNH
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$458,024
+$352,765 QoQ
Shares Held
1,102
+183.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.45%
of 13F equity value
Holder Rank
#2,379
of 3,349 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 24%
Shared 0%
None 76%
Common Shares in UNH Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Silver Grove Financial Group, Inc. holds $712,503 across 9 Healthcare Plans names. UNH ranks #1 (64.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
This page
|
1,102 | $458,024 | |
| 2 | CVS |
CVS HEALTH Corp
|
1,078 | $111,519 | |
| 3 | CI |
Cigna Group
|
269 | $74,157 | |
| 4 | ELV |
Elevance Health, Inc.
|
106 | $40,993 | |
| 5 | CNC |
Centene Corp
|
216 | $13,865 | |
| 6 | MOH |
Molina Healthcare, Inc.
|
39 | $8,919 | |
| 7 | HUM |
Humana Inc
|
7 | $2,780 | |
| 8 | ALHC |
Alignment Healthcare, Inc.
|
80 | $1,904 |
All Filings in UNH
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $458,024 | 1,102 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $105,259 | 389 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||