MONEY CONCEPTS CAPITAL CORP

Position in UNH — Unitedhealth Group Inc

CIK 716851 PALM BEACH GARDENS, FL

Position in UNH

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$4,952,647

+$1,747,780 QoQ

Shares Held

11,916

+0.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.63%

of 13F equity value

Holder Rank

#975

of 3,349 holders

Holding Since

Dec 2020

21 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

MONEY CONCEPTS CAPITAL CORP holds $6,099,768 across 4 Healthcare Plans names. UNH ranks #1 (81.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc This page	11,916	$4,952,647
2	CVS	CVS HEALTH Corp	5,914	$611,803
3	ELV	Elevance Health, Inc.	784	$303,196
4	CI	Cigna Group	842	$232,122

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,952,647	11,916	+0.6%	Shares	Sole	2026-08-04
2026-03-31	$3,204,867	11,844	-0.3%	Shares	Sole	2026-04-30
2025-12-31	$3,920,056	11,875	-4.1%	Shares	Sole	2026-02-04
2025-09-30	$4,274,814	12,380	+59.1%	Shares	Sole	2025-11-04
2025-06-30	$2,427,126	7,780	+49.6%	Shares	Sole	2025-08-14
2025-03-31	$2,723,500	5,200	+36.8%	Shares	Sole	2025-04-24
2024-12-31	$1,922,268	3,800	+1.4%	Shares	Sole	2025-01-27
2024-09-30	$2,190,211	3,746	+6.7%	Shares	Sole	2024-10-31
2024-06-30	$1,788,011	3,511	+4.9%	Shares	Sole	2024-08-02
2024-03-31	$1,655,266	3,346	+2.0%	Shares	Sole	2024-05-01
2023-12-31	$1,727,874	3,282	-6.8%	Shares	Sole	2024-02-12
2023-09-30	$1,775,252	3,521	-4.6%	Shares	Sole	2023-11-01
2023-06-30	$1,773,080	3,689	-56.7%	Shares	Sole	2023-08-01
2023-03-31	$4,027,411	8,522	-24.7%	Shares	Sole	2023-05-01
2022-12-31	$5,997,396	11,312	+32.7%	Shares	Sole	2023-02-14
2022-09-30	$4,304,455	8,523	+110.3%	Shares	Sole	2022-10-27
2022-06-30	$2,081,228	4,052	-30.5%	Shares	Sole	2022-07-18
2022-03-31	$2,974,145	5,832	+39.9%	Shares	Sole	2022-05-13
2021-12-31	$2,092,919	4,168	+6.4%	Shares	Sole	2022-02-14
2021-03-31	$1,457,026	3,916	+5.1%	Shares	Sole	2021-05-17
2020-12-31	$1,306,633	3,726	—	Shares	Sole	2021-05-17
No filing history on record for this holder in this stock.