Larry Mathis Financial Planning, LLC

Position in UNH — Unitedhealth Group Inc

CIK 2118274 PHOENIX, AZ

Position in UNH

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$1,502,502

+$1,221,901 QoQ

Shares Held

3,615

+248.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

2.07%

of 13F equity value

Holder Rank

#1,566

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

Larry Mathis Financial Planning, LLC holds $4,163,556 across 5 Healthcare Plans names. UNH ranks #1 (36.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc This page	3,615	$1,502,502
2	ELV	Elevance Health, Inc.	2,733	$1,056,933
3	CVS	CVS HEALTH Corp	6,044	$625,251
4	MOH	Molina Healthcare, Inc.	2,601	$594,848
5	CI	Cigna Group	1,393	$384,022

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,502,502	3,615	+248.6%	Shares	Sole	2026-07-27
2026-03-31	$280,601	1,037	-6.3%	Shares	Sole	2026-04-22
2025-12-31	$365,431	1,107	—	Shares	Sole	2026-03-11
No filing history on record for this holder in this stock.