Phillip James Consulting Co.

Position in UNH — Unitedhealth Group Inc

CIK 2111830 PLYMOUTH, MN

Position in UNH

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$570,658

+$148,809 QoQ

Shares Held

1,373

-11.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

3.38%

of 13F equity value

Holder Rank

#2,224

of 3,349 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Phillip James Consulting Co. holds $577,584 across 3 Healthcare Plans names. UNH ranks #1 (98.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc This page	1,373	$570,658
2	CI	Cigna Group	21	$5,789
3	CVS	CVS HEALTH Corp	11	$1,137

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$570,658	1,373	-11.9%	Shares	Sole	2026-07-28
2026-03-31	$421,849	1,559	+61.1%	Shares	Sole	2026-05-12
2025-12-31	$319,546	968	—	Shares	Sole	2026-02-23
No filing history on record for this holder in this stock.