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Floyd Financial Group LLC

SEC CIK
0002007613
Latest filing
Jul 22, 2026

UNH holding history

UnitedHealth Group Inc in every 13F filed by Floyd Financial 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 2026 holdings

Shares (Q2 2026)
4,365
Value
$1.86M
% of portfolio
1.2%
Quarters held
7
Since Q4 2024
Holdings of UNH by Floyd Financial Group LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,365$1.86M1.2%−2,844−39.5%ReducedHolders
Q1 20267,209$2.26M1.5%−287−3.8%ReducedHolders
Q4 20257,496$2.17M1.5%+304+4.2%AddedHolders
Q3 20257,192$2.58M1.9%+3,659+103.6%AddedHolders
Q2 20253,533$1.09M1.0%+1,878+113.5%AddedHolders
Q1 20251,655$866.8K0.8%+5+0.3%AddedHolders
Q4 20241,650$859.1K0.7%–No prior filingHolders