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TOTH FINANCIAL ADVISORY CORP

Position in UNH — Unitedhealth Group Inc

CIK 866780 LEESBURG, VA

Position in UNH

as of Jun 30, 2026 · filed Jul 14, 2026
Position Value
$10,874,543
+$5,210,554 QoQ
Shares Held
26,164
+25.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
1.56%
of 13F equity value
Holder Rank
#716
of 3,349 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 8% Shared 0% None 92%

Common Shares in UNH Over Time

Shares Held

Position Value (USD)

Position in Healthcare Plans

Healthcare · as of Jun 30, 2026

TOTH FINANCIAL ADVISORY CORP holds $27,649,865 across 5 Healthcare Plans names. UNH ranks #2 (39.3% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 UNH
Unitedhealth Group Inc
This page
26,164 $10,874,543

All Filings in UNH

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26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $10,874,543 26,164
2026-03-31 $5,663,989 20,932
2025-12-31 $8,093,967 24,519
2025-09-30 $8,182,228 23,696
2025-06-30 $6,730,752 21,575
2025-03-31 $10,367,631 19,795
2024-12-31 $10,220,395 20,204
2024-09-30 $11,694,184 20,001
2024-06-30 $10,190,292 20,010
2024-03-31 $9,905,872 20,024
2023-12-31 $10,383,041 19,722
2023-09-30 $9,772,210 19,382
2023-06-30 $9,199,930 19,141
2023-03-31 $9,111,062 19,279
2022-12-31 $10,388,346 19,594
2022-09-30 $9,845,754 19,495
2022-06-30 $9,515,509 18,526
2022-03-31 $9,244,226 18,127
2021-12-31 $9,030,485 17,984
2021-09-30 $7,127,097 18,240
2021-06-30 $6,995,286 17,469
2021-03-31 $6,421,184 17,258
2020-12-31 $5,867,227 16,731
2020-09-30 $5,037,267 16,157
2020-06-30 $4,407,142 14,942
2020-03-31 $2,470,607 9,907