MOTCO

Position in UNH — Unitedhealth Group Inc

CIK 1306333 SAN ANTONIO, TX

Position in UNH

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$76,891

+$31,162 QoQ

Shares Held

185

+9.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#3,167

of 3,349 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

MOTCO holds $4,012,824 across 6 Healthcare Plans names. UNH ranks #3 (1.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CI	Cigna Group	13,716	$3,781,226
2	CVS	CVS HEALTH Corp	1,376	$142,347
3	UNH	Unitedhealth Group Inc This page	185	$76,891
4	ELV	Elevance Health, Inc.	25	$9,668
5	HUM	Humana Inc	5	$1,986
6	CNC	Centene Corp	11	$706

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$76,891	185	+9.5%	Shares	Sole	2026-07-31
2026-03-31	$45,729	169	0.0%	Shares	Sole	2026-04-22
2025-12-31	$55,788	169	0.0%	Shares	Sole	2026-02-06
2025-09-30	$58,355	169	0.0%	Shares	Sole	2025-10-22
2025-06-30	$52,722	169	-99.1%	Shares	Sole	2025-08-01
2025-03-31	$10,107,851	19,299	+4.0%	Shares	Sole	2025-05-07
2024-12-31	$9,382,690	18,548	-0.7%	Shares	Sole	2025-02-05
2024-09-30	$10,920,068	18,677	-5.0%	Shares	Sole	2024-11-05
2024-06-30	$10,015,106	19,666	+3.5%	Shares	Sole	2024-08-07
2024-03-31	$9,399,794	19,001	+4.2%	Shares	Sole	2024-05-09
2023-12-31	$9,599,127	18,233	-2.5%	Shares	Sole	2024-02-09
2023-09-30	$9,429,864	18,703	-2.8%	Shares	Sole	2023-11-07
2023-06-30	$9,246,070	19,237	-0.7%	Shares	Sole	2023-08-04
2023-03-31	$9,150,759	19,363	-2.2%	Shares	Sole	2023-05-09
2022-12-31	$10,492,792	19,791	-4.0%	Shares	Sole	2023-02-10
2022-09-30	$10,413,924	20,620	+7.7%	Shares	Sole	2022-11-03
2022-06-30	$9,831,391	19,141	-0.9%	Shares	Sole	2022-08-05
2022-03-31	$9,848,029	19,311	-3.2%	Shares	Sole	2022-05-06
2021-12-31	$10,014,177	19,943	-2.4%	Shares	Sole	2022-02-08
2021-09-30	$7,987,506	20,442	+2.0%	Shares	Sole	2021-10-29
2021-06-30	$8,025,217	20,041	-3.0%	Shares	Sole	2021-08-04
2021-03-31	$7,683,989	20,652	-1.1%	Shares	Sole	2021-04-16
2020-12-31	$7,325,003	20,888	-3.8%	Shares	Sole	2021-02-05
2020-09-30	$6,770,396	21,716	-2.1%	Shares	Sole	2020-11-10
2020-06-30	$6,545,234	22,191	-6.1%	Shares	Sole	2020-07-15
2020-03-31	$5,895,093	23,639	—	Shares	Sole	2020-05-06
No filing history on record for this holder in this stock.