INDEPENDENT FINANCIAL GROUP, LLC

Position in UNH — Unitedhealth Group Inc

CIK 275484 SAN DIEGO, CA

Position in UNH

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$3,893,621

+$1,316,522 QoQ

Shares Held

9,368

-1.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

#1,084

of 3,349 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

INDEPENDENT FINANCIAL GROUP, LLC holds $6,946,242 across 3 Healthcare Plans names. UNH ranks #1 (56.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc This page	9,368	$3,893,621
2	CVS	CVS HEALTH Corp	23,477	$2,428,695
3	CNC	Centene Corp	9,720	$623,926

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,893,621	9,368	-1.6%	Shares	Sole	2026-07-15
2026-03-31	$2,577,099	9,524	+10.3%	Shares	Sole	2026-05-15
2025-12-31	$2,851,160	8,637	+2.6%	Shares	Sole	2026-05-15
2025-09-30	$2,905,699	8,415	-17.6%	Shares	Sole	2026-05-15
2025-06-30	$3,187,397	10,217	+33.7%	Shares	Sole	2026-05-15
2025-03-31	$4,003,545	7,644	-14.0%	Shares	Sole	2026-05-19
2024-12-31	$4,495,577	8,887	-26.8%	Shares	Sole	2026-06-12
2024-09-30	$7,101,523	12,146	-4.7%	Shares	Sole	2026-06-12
2024-06-30	$6,490,009	12,744	+27.2%	Shares	Sole	2026-06-12
2024-03-31	$4,956,399	10,019	+7.7%	Shares	Sole	2026-06-12
2023-12-31	$4,897,750	9,303	+8.3%	Shares	Sole	2026-06-12
2023-09-30	$4,332,504	8,593	+31.0%	Shares	Sole	2026-06-12
2023-06-30	$3,152,517	6,559	+10.8%	Shares	Sole	2026-06-12
2023-03-31	$2,797,260	5,919	+8.9%	Shares	Sole	2026-06-12
2022-12-31	$2,880,998	5,434	+3.7%	Shares	Sole	2026-06-15
2022-09-30	$2,647,419	5,242	+19.9%	Shares	Sole	2026-06-15
2022-06-30	$2,245,076	4,371	-7.4%	Shares	Sole	2026-06-12
2022-03-31	$2,408,078	4,722	+9.3%	Shares	Sole	2026-06-12
2021-12-31	$2,169,746	4,321	+6.1%	Shares	Sole	2026-06-15
2021-09-30	$1,591,093	4,072	+0.8%	Shares	Sole	2026-06-15
2021-06-30	$1,617,377	4,039	-1.7%	Shares	Sole	2026-06-15
2021-03-31	$1,528,835	4,109	+4.7%	Shares	Sole	2026-06-15
2020-12-31	$1,376,068	3,924	+5.1%	Shares	Sole	2026-06-15
2020-09-30	$1,163,525	3,732	+1.1%	Shares	Sole	2026-06-15
2020-06-30	$1,088,955	3,692	+10.3%	Shares	Sole	2026-06-15
2020-03-31	$834,674	3,347	—	Shares	Sole	2026-06-15
No filing history on record for this holder in this stock.