ALTFEST L J & CO INC

Position in UNH — Unitedhealth Group Inc

CIK 712050 NEW YORK, NY

Position in UNH

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

Position Value

$3,236,926

+$2,932,513 QoQ

Shares Held

7,788

+592.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.00%

of 13F equity value

Holder Rank

#1,172

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

ALTFEST L J & CO INC holds $5,663,213 across 5 Healthcare Plans names. UNH ranks #1 (57.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc This page	7,788	$3,236,926
2	CNC	Centene Corp	21,145	$1,357,297
3	OSCR	Oscar Health, Inc.	19,624	$559,676
4	ELV	Elevance Health, Inc.	767	$296,621
5	CVS	CVS HEALTH Corp	2,056	$212,693

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,236,926	7,788	+592.3%	Shares	Sole	2026-07-30
2026-03-31	$304,413	1,125	-34.6%	Shares	Sole	2026-04-28
2025-12-31	$568,119	1,721	-72.3%	Shares	Sole	2026-01-23
2025-09-30	$2,145,348	6,213	+51.9%	Shares	Sole	2025-10-21
2025-06-30	$1,276,269	4,091	+70.2%	Shares	Sole	2025-08-08
2025-03-31	$1,258,571	2,403	-18.1%	Shares	Sole	2025-05-09
2024-12-31	$1,483,687	2,933	-1.6%	Shares	Sole	2025-02-07
2024-09-30	$1,742,346	2,980	-30.1%	Shares	Sole	2024-11-05
2024-06-30	$2,170,466	4,262	-9.5%	Shares	Sole	2024-08-07
2024-03-31	$2,330,531	4,711	+11.3%	Shares	Sole	2024-04-22
2023-12-31	$2,228,547	4,233	+8.6%	Shares	Sole	2024-01-18
2023-09-30	$1,965,332	3,898	+5.0%	Shares	Sole	2023-10-26
2023-06-30	$1,783,655	3,711	+6.4%	Shares	Sole	2023-08-09
2023-03-31	$1,647,921	3,487	+87.5%	Shares	Sole	2023-04-20
2022-12-31	$986,134	1,860	-4.2%	Shares	Sole	2023-02-02
2022-09-30	$980,787	1,942	+2.3%	Shares	Sole	2022-11-15
2022-06-30	$974,869	1,898	-2.0%	Shares	Sole	2022-08-04
2022-03-31	$987,811	1,937	+10.6%	Shares	Sole	2022-05-02
2021-12-31	$879,749	1,752	-24.0%	Shares	Sole	2022-01-24
2021-09-30	$901,046	2,306	-16.5%	Shares	Sole	2021-10-12
2021-06-30	$1,106,015	2,762	-24.9%	Shares	Sole	2021-07-28
2021-03-31	$1,368,101	3,677	+30.6%	Shares	Sole	2021-05-07
2020-12-31	$987,164	2,815	+0.7%	Shares	Sole	2021-01-21
2020-09-30	$871,397	2,795	-21.4%	Shares	Sole	2020-10-29
2020-06-30	$1,048,842	3,556	-1.6%	Shares	Sole	2020-07-21
2020-03-31	$901,259	3,614	—	Shares	Sole	2020-04-13
No filing history on record for this holder in this stock.