SHUFRO ROSE & CO LLC

Position in UNH — Unitedhealth Group Inc

CIK 908195 NEW YORK, NY

Position in UNH

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$1,931,016

+$630,290 QoQ

Shares Held

4,646

-3.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.22%

of 13F equity value

Holder Rank

#1,423

of 3,353 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

SHUFRO ROSE & CO LLC holds $2,616,155 across 3 Healthcare Plans names. UNH ranks #1 (73.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc This page	4,646	$1,931,016
2	ELV	Elevance Health, Inc.	1,250	$483,412
3	CVS	CVS HEALTH Corp	1,950	$201,727

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,931,016	4,646	-3.3%	Shares	Sole	2026-08-12
2026-03-31	$1,300,726	4,807	-4.3%	Shares	Sole	2026-05-15
2025-12-31	$1,657,812	5,022	-29.1%	Shares	Sole	2026-02-09
2025-09-30	$2,445,069	7,081	-0.9%	Shares	Sole	2025-11-12
2025-06-30	$2,229,337	7,146	-5.7%	Shares	Sole	2025-08-11
2025-03-31	$3,966,882	7,574	-1.3%	Shares	Sole	2025-05-08
2024-12-31	$3,882,475	7,675	-2.3%	Shares	Sole	2025-02-25
2024-09-30	$4,592,661	7,855	0.0%	Shares	Sole	2024-11-12
2024-06-30	$4,000,237	7,855	-3.9%	Shares	Sole	2024-08-13
2024-03-31	$4,044,667	8,176	-5.7%	Shares	Sole	2024-05-08
2023-12-31	$4,562,915	8,667	-0.3%	Shares	Sole	2024-02-05
2023-09-30	$4,382,419	8,692	-2.9%	Shares	Sole	2023-10-26
2023-06-30	$4,302,208	8,951	-19.3%	Shares	Sole	2023-08-03
2023-03-31	$5,244,803	11,098	-69.2%	Shares	Sole	2023-04-20
2022-12-31	$19,096,553	36,019	-7.9%	Shares	Sole	2023-01-25
2022-09-30	$19,742,518	39,091	-0.2%	Shares	Sole	2022-10-24
2022-06-30	$20,128,132	39,188	+0.7%	Shares	Sole	2022-07-22
2022-03-31	$19,847,012	38,918	-24.5%	Shares	Sole	2022-05-09
2021-12-31	$25,877,784	51,535	-4.9%	Shares	Sole	2022-01-27
2021-09-30	$21,167,167	54,172	-0.9%	Shares	Sole	2021-11-05
2021-06-30	$21,892,455	54,671	-7.3%	Shares	Sole	2021-07-28
2021-03-31	$21,953,990	59,005	-3.4%	Shares	Sole	2021-04-28
2020-12-31	$21,420,937	61,084	-8.1%	Shares	Sole	2021-02-03
2020-09-30	$20,722,104	66,466	-3.1%	Shares	Sole	2020-10-27
2020-06-30	$20,240,353	68,623	-1.9%	Shares	Sole	2020-08-06
2020-03-31	$17,447,372	69,963	—	Shares	Sole	2020-04-22
No filing history on record for this holder in this stock.