Position in UNH
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$2,923,125
+$1,006,537 QoQ
Shares Held
7,033
-0.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.72%
of 13F equity value
Holder Rank
#1,217
of 3,349 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UNH Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026MONETARY MANAGEMENT GROUP INC holds $5,624,708 across 5 Healthcare Plans names. UNH ranks #1 (52.0% of the industry book) .
All Filings in UNH
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,923,125 | 7,033 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,916,588 | 7,083 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $2,404,191 | 7,283 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $2,557,982 | 7,408 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $2,779,028 | 8,908 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $4,109,866 | 7,847 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $3,931,543 | 7,772 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $5,795,932 | 9,913 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $6,051,536 | 11,883 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $5,903,255 | 11,933 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $6,206,028 | 11,788 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $6,208,091 | 12,313 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $6,124,795 | 12,743 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $6,861,061 | 14,518 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $7,686,549 | 14,498 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $7,526,611 | 14,903 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $7,730,131 | 15,050 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $7,269,622 | 14,255 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $7,137,920 | 14,215 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $5,482,082 | 14,030 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $5,157,667 | 12,880 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $5,882,426 | 15,810 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $5,947,532 | 16,960 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $5,339,061 | 17,125 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $5,373,989 | 18,220 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $4,780,614 | 19,170 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||