Skip to main content

Plan Group Financial, LLC

SEC CIK
0001940033
Latest filing
Aug 3, 2026

UNH holding history

UnitedHealth Group Inc in every 13F filed by Plan Group Financial, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

UNH overviewAll 13F holders of UNHFull Q2 2026 holdings

Shares (Q2 2026)
560
Value
$232.9K
% of portfolio
<0.1%
Quarters held
2
Since Q2 2025
Holdings of UNH by Plan Group Financial, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026560$232.9K<0.1%+560NewHolders
Q3 20250$00.0%−895−100.0%Sold outHolders
Q2 2025895$279.2K0.1%+895NewHolders