OGOREK ANTHONY JOSEPH /NY/ /ADV

Position in UNH — Unitedhealth Group Inc

CIK 714364 WILLIAMSVILLE, NY

Position in UNH

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$89,360

+$32,266 QoQ

Shares Held

215

+1.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#3,155

of 3,349 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

OGOREK ANTHONY JOSEPH /NY/ /ADV holds $387,012 across 7 Healthcare Plans names. UNH ranks #2 (23.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CVS	CVS HEALTH Corp	954	$98,691
2	UNH	Unitedhealth Group Inc This page	215	$89,360
3	ELV	Elevance Health, Inc.	215	$83,146
4	CNC	Centene Corp	761	$48,848
5	HUM	Humana Inc	108	$42,899
6	CI	Cigna Group	45	$12,405
7	MOH	Molina Healthcare, Inc.	51	$11,663

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$89,360	215	+1.9%	Shares	Sole	2026-08-07
2026-03-31	$57,094	211	+32.7%	Shares	Sole	2026-05-12
2025-12-31	$52,487	159	-17.6%	Shares	Sole	2026-01-23
2025-09-30	$66,642	193	+67.8%	Shares	Sole	2025-11-04
2025-06-30	$35,876	115	-44.4%	Shares	Sole	2025-08-08
2025-03-31	$108,416	207	+71.1%	Shares	Sole	2025-05-09
2024-12-31	$61,209	121	0.0%	Shares	Sole	2025-01-24
2024-09-30	$70,746	121	0.0%	Shares	Sole	2024-11-08
2024-06-30	$61,620	121	0.0%	Shares	Sole	2024-08-08
2024-03-31	$59,858	121	0.0%	Shares	Sole	2024-05-03
2023-12-31	$63,702	121	0.0%	Shares	Sole	2024-02-09
2023-09-30	$61,006	121	0.0%	Shares	Sole	2023-10-19
2023-06-30	$58,157	121	0.0%	Shares	Sole	2023-08-03
2023-03-31	$57,183	121	0.0%	Shares	Sole	2023-05-03
2022-12-31	$64,151	121	0.0%	Shares	Sole	2023-01-30
2022-09-30	$61,109	121	0.0%	Shares	Sole	2022-10-20
2022-06-30	$62,149	121	0.0%	Shares	Sole	2022-07-21
2022-03-31	$61,706	121	0.0%	Shares	Sole	2022-04-26
2021-12-31	$60,758	121	0.0%	Shares	Sole	2022-01-18
2021-09-30	$47,279	121	+55.1%	Shares	Sole	2021-10-27
2021-06-30	$31,234	78	0.0%	Shares	Sole	2021-07-14
2021-03-31	$29,021	78	0.0%	Shares	Sole	2021-04-26
2020-12-31	$27,353	78	0.0%	Shares	Sole	2021-01-20
2020-09-30	$24,318	78	0.0%	Shares	Sole	2020-11-02
2020-06-30	$23,006	78	0.0%	Shares	Sole	2020-08-07
2020-03-31	$19,451	78	—	Shares	Sole	2020-04-10
No filing history on record for this holder in this stock.