Position in UNH
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$299,253
+$93,595 QoQ
Shares Held
720
+15.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#2,707
of 3,349 holders
Holding Since
Dec 2025
2 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, 2026Southern Financial Group, LLC holds $750,812 across 2 Healthcare Plans names. UNH ranks #2 (39.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVS |
CVS HEALTH Corp
|
4,365 | $451,559 | |
| 2 | UNH |
Unitedhealth Group Inc
This page
|
720 | $299,253 |
All Filings in UNH
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $299,253 | 720 | Shares | Sole | 2026-07-24 | |
| 2025-12-31 | $205,658 | 623 | Shares | Sole | 2026-06-18 | |
| No filing history on record for this holder in this stock. | ||||||