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Financial Partners Group, LLC

SEC CIK
0001965246
Latest filing
Jul 17, 2025

UNH holding history

UnitedHealth Group Inc in every 13F filed by Financial Partners Group, 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 2025 holdings

Shares (Q2 2025)
31,037
Value
$9.68M
% of portfolio
3.5%
Quarters held
11
Since Q4 2022
Holdings of UNH by Financial Partners Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202531,037$9.68M3.5%+23,235+297.8%AddedHolders
Q1 20257,802$4.09M1.8%−253−3.1%ReducedHolders
Q4 20248,055$4.07M1.7%+42+0.5%AddedHolders
Q3 20248,013$4.68M1.8%+25+0.3%AddedHolders
Q2 20247,988$4.07M1.6%+143+1.8%AddedHolders
Q1 20247,845$3.88M1.5%+162+2.1%AddedHolders
Q4 20237,683$4.04M1.8%+263+3.5%AddedHolders
Q3 20237,420$3.74M1.8%00.0%UnchangedHolders
Q2 20237,420$3.57M1.8%−1,422−16.1%ReducedHolders
Q1 20238,842$4.18M2.2%−108−1.2%ReducedHolders
Q4 20228,950$4.75M2.8%–No prior filingHolders