SEC 13F Intelligence

Financial Partners Group, LLC / UNH

Financial Partners Group, LLC’s Unitedhealth Group Inc Position

Does Financial Partners Group, LLC own Unitedhealth Group Inc (UNH)? Yes — 31.0K shares worth $10M (+3.50% of its 13F portfolio) as of Q2 2025, up from 7.8K shares the prior filed quarter.

Position Value
$10M
Q2 2025
Shares
31.0K
% of Portfolio
+3.50%
Quarters Held
11
currently held

Position History UNH

Reported value by quarter
Q4 ’22: $5MQ4 ’22Q1 ’23: $4MQ2 ’23: $4MQ2 ’23Q3 ’23: $4MQ4 ’23: $4MQ4 ’23Q1 ’24: $4MQ2 ’24: $4MQ2 ’24Q3 ’24: $5MQ4 ’24: $4MQ4 ’24Q1 ’25: $4MQ2 ’25: $10MQ2 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q2 202531.0K$10M+3.50%
Q1 20257.8K$4M+1.77%
Q4 20248.1K$4M+1.69%
Q3 20248.0K$5M+1.76%
Q2 20248.0K$4M+1.58%
Q1 20247.8K$4M+1.50%
Q4 20237.7K$4M+1.83%
Q3 20237.4K$4M+1.79%
Q2 20237.4K$4M+1.80%
Q1 20238.8K$4M+2.19%
Q4 20228.9K$5M+2.80%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Financial Partners Group, LLC’s full portfolio or all institutional holders of UNH.