PDS Planning, Inc

Position in UNH — Unitedhealth Group Inc

CIK 838618 DUBLIN, OH

Position in UNH

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$2,231,517

+$983,286 QoQ

Shares Held

5,369

+16.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.24%

of 13F equity value

Holder Rank

#1,351

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

PDS Planning, Inc holds $4,832,455 across 6 Healthcare Plans names. UNH ranks #1 (46.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc This page	5,369	$2,231,517
2	ELV	Elevance Health, Inc.	1,973	$763,018
3	CVS	CVS HEALTH Corp	5,807	$600,734
4	CI	Cigna Group	2,160	$595,468
5	MOH	Molina Healthcare, Inc.	1,713	$391,763
6	CNC	Centene Corp	3,894	$249,955

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,231,517	5,369	+16.4%	Shares	Sole	2026-08-05
2026-03-31	$1,248,231	4,613	-18.4%	Shares	Sole	2026-04-22
2025-12-31	$1,867,102	5,656	+6.1%	Shares	Sole	2026-01-26
2025-09-30	$1,840,449	5,330	+0.9%	Shares	Sole	2025-10-21
2025-06-30	$1,648,761	5,285	+10.0%	Shares	Sole	2025-07-24
2025-03-31	$2,516,618	4,805	+12.4%	Shares	Sole	2025-04-24
2024-12-31	$2,162,045	4,274	-3.6%	Shares	Sole	2025-02-10
2024-09-30	$2,593,055	4,435	-8.0%	Shares	Sole	2024-10-30
2024-06-30	$2,456,160	4,823	-2.7%	Shares	Sole	2024-08-08
2024-03-31	$2,453,217	4,959	+2.0%	Shares	Sole	2024-05-01
2023-12-31	$2,558,644	4,860	+0.5%	Shares	Sole	2024-02-01
2023-09-30	$2,439,271	4,838	+2.8%	Shares	Sole	2023-10-23
2023-06-30	$2,261,411	4,705	+9.1%	Shares	Sole	2023-07-21
2023-03-31	$2,038,753	4,314	+37.3%	Shares	Sole	2023-05-02
2022-12-31	$1,665,825	3,142	+2.0%	Shares	Sole	2023-01-27
2022-09-30	$1,555,523	3,080	+0.7%	Shares	Sole	2022-11-02
2022-06-30	$1,570,680	3,058	-2.5%	Shares	Sole	2022-07-15
2022-03-31	$1,599,265	3,136	+5.3%	Shares	Sole	2022-04-18
2021-12-31	$1,495,372	2,978	-0.4%	Shares	Sole	2022-01-25
2021-09-30	$1,168,703	2,991	+1.4%	Shares	Sole	2021-10-22
2021-06-30	$1,181,698	2,951	+7.8%	Shares	Sole	2021-07-26
2021-03-31	$1,018,727	2,738	+2.4%	Shares	Sole	2021-04-20
2020-12-31	$938,069	2,675	+2.5%	Shares	Sole	2021-01-21
2020-09-30	$813,719	2,610	+8.0%	Shares	Sole	2020-10-19
2020-06-30	$712,599	2,416	+24.0%	Shares	Sole	2020-08-11
2020-03-31	$485,792	1,948	—	Shares	Sole	2020-04-20
No filing history on record for this holder in this stock.