BURNEY CO/

Position in UNH — Unitedhealth Group Inc

CIK 940445 RESTON, VA

Position in UNH

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$8,156,738

+$2,594,761 QoQ

Shares Held

19,625

-4.5% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.34%

of 13F equity value

Holder Rank

#803

of 3,349 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 1% Shared 0% None 99%

Healthcare · as of Jun 30, 2026

BURNEY CO/ holds $19,924,839 across 6 Healthcare Plans names. UNH ranks #1 (40.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc This page	19,625	$8,156,738
2	CVS	CVS HEALTH Corp	66,339	$6,862,769
3	ELV	Elevance Health, Inc.	4,298	$1,662,165
4	CI	Cigna Group	5,702	$1,571,927
5	HUM	Humana Inc	3,129	$1,242,901
6	CNC	Centene Corp	6,673	$428,339

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$8,156,738	19,625	-4.5%	Shares	Sole	2026-07-15
2026-03-31	$5,561,977	20,555	-15.1%	Shares	Sole	2026-04-29
2025-12-31	$7,991,963	24,210	-0.7%	Shares	Sole	2026-01-23
2025-09-30	$8,415,306	24,371	-21.6%	Shares	Sole	2025-10-16
2025-06-30	$9,695,403	31,078	-17.3%	Shares	Sole	2025-08-05
2025-03-31	$19,677,811	37,571	-10.6%	Shares	Sole	2025-05-06
2024-12-31	$21,262,307	42,032	-2.1%	Shares	Sole	2025-01-14
2024-09-30	$25,114,929	42,955	-2.1%	Shares	Sole	2024-10-18
2024-06-30	$22,343,782	43,875	-4.1%	Shares	Sole	2024-07-29
2024-03-31	$22,629,556	45,744	-1.0%	Shares	Sole	2024-05-22
2023-12-31	$24,323,966	46,202	-1.1%	Shares	Sole	2024-02-12
2023-09-30	$23,549,706	46,708	-1.2%	Shares	Sole	2023-11-08
2023-06-30	$22,715,527	47,261	+0.5%	Shares	Sole	2023-08-09
2023-03-31	$22,215,038	47,007	-9.3%	Shares	Sole	2023-05-10
2022-12-31	$27,485,061	51,841	-10.3%	Shares	Sole	2023-02-06
2022-09-30	$29,192,827	57,803	-2.9%	Shares	Sole	2022-11-15
2022-06-30	$30,565,094	59,508	-4.3%	Shares	Sole	2022-08-12
2022-03-31	$31,719,624	62,199	-3.3%	Shares	Sole	2022-05-09
2021-12-31	$32,312,206	64,349	-2.0%	Shares	Sole	2022-02-11
2021-09-30	$25,665,756	65,685	-1.7%	Shares	Sole	2021-11-12
2021-06-30	$26,756,599	66,818	-2.7%	Shares	Sole	2021-08-06
2021-03-31	$25,558,604	68,693	-5.2%	Shares	Sole	2021-05-13
2020-12-31	$25,420,442	72,489	-5.7%	Shares	Sole	2021-02-11
2020-09-30	$23,976,360	76,904	-4.5%	Shares	Sole	2020-12-14
2020-06-30	$23,746,129	80,509	-22.1%	Shares	Sole	2020-08-13
2020-03-31	$25,763,697	103,311	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.