CREATIVE FINANCIAL DESIGNS INC /ADV

Position in UNH — Unitedhealth Group Inc

CIK 819864 KOKOMO, IN

Position in UNH

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$463,011

+$188,633 QoQ

Shares Held

1,114

+9.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#2,369

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

CREATIVE FINANCIAL DESIGNS INC /ADV holds $1,135,437 across 7 Healthcare Plans names. UNH ranks #1 (40.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc This page	1,114	$463,011
2	CVS	CVS HEALTH Corp	2,399	$248,176
3	ELV	Elevance Health, Inc.	619	$239,385
4	CI	Cigna Group	590	$162,651
5	MOH	Molina Healthcare, Inc.	94	$21,497
6	HUM	Humana Inc	1	$397
7	CNC	Centene Corp	5	$320

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$463,011	1,114	+9.9%	Shares	Sole	2026-07-28
2026-03-31	$274,378	1,014	+11.8%	Shares	Sole	2026-04-13
2025-12-31	$299,409	907	-0.8%	Shares	Sole	2026-02-06
2025-09-30	$315,604	914	-1.1%	Shares	Sole	2025-11-12
2025-06-30	$288,260	924	+4.3%	Shares	Sole	2025-08-04
2025-03-31	$464,042	886	-6.8%	Shares	Sole	2025-04-23
2024-12-31	$481,072	951	+0.7%	Shares	Sole	2025-02-10
2024-09-30	$551,937	944	+1.6%	Shares	Sole	2024-10-28
2024-06-30	$473,102	929	+0.3%	Shares	Sole	2024-08-06
2024-03-31	$458,092	926	+3.6%	Shares	Sole	2024-05-01
2023-12-31	$470,664	894	+1.5%	Shares	Sole	2024-01-10
2023-09-30	$444,191	881	-0.2%	Shares	Sole	2023-11-14
2023-06-30	$424,405	883	-8.7%	Shares	Sole	2023-07-26
2023-03-31	$456,994	967	+0.1%	Shares	Sole	2023-04-25
2022-12-31	$512,153	966	+0.2%	Shares	Sole	2023-02-01
2022-09-30	$486,858	964	+0.4%	Shares	Sole	2022-11-01
2022-06-30	$493,084	960	+0.3%	Shares	Sole	2022-08-01
2022-03-31	$488,041	957	+0.6%	Shares	Sole	2022-04-15
2021-12-31	$477,535	951	-11.3%	Shares	Sole	2022-01-26
2021-09-30	$418,873	1,072	+1.6%	Shares	Sole	2021-10-08
2021-06-30	$422,464	1,055	+0.3%	Shares	Sole	2021-07-27
2021-03-31	$391,417	1,052	-1.8%	Shares	Sole	2021-04-19
2020-12-31	$375,578	1,071	+0.3%	Shares	Sole	2021-01-08
2020-09-30	$332,970	1,068	-0.6%	Shares	Sole	2020-10-06
2020-06-30	$316,776	1,074	+922.9%	Shares	Sole	2020-07-23
2020-03-31	$26,184	105	—	Shares	Sole	2020-04-22
No filing history on record for this holder in this stock.