Downshift Financial, LLC

Position in UNH — Unitedhealth Group Inc

CIK 2118380 BOULDER, CO

Position in UNH

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$97,257

New position

Shares Held

234

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.32%

of 13F equity value

Holder Rank

#3,147

of 3,349 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Downshift Financial, LLC holds $130,452 across 4 Healthcare Plans names. UNH ranks #1 (74.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc This page	234	$97,257
2	CVS	CVS HEALTH Corp	218	$22,552
3	CI	Cigna Group	33	$9,097
4	ELV	Elevance Health, Inc.	4	$1,546

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$97,257	234	—	Shares	Sole	2026-08-13
No filing history on record for this holder in this stock.