Position in UNH
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$643,395
-$27,397 QoQ
Shares Held
1,548
-37.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#2,137
of 3,349 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in UNH Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026MCDONALD PARTNERS LLC holds $1,621,721 across 2 Healthcare Plans names. UNH ranks #2 (39.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVS |
CVS HEALTH Corp
|
9,457 | $978,326 | |
| 2 | UNH |
Unitedhealth Group Inc
This page
|
1,548 | $643,395 |
All Filings in UNH
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $643,395 | 1,548 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $670,792 | 2,479 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $722,280 | 2,188 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $1,316,628 | 3,813 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,153,665 | 3,698 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,524,636 | 2,911 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,429,560 | 2,826 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $1,588,575 | 2,717 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $2,429,170 | 4,770 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $2,335,478 | 4,721 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $2,454,403 | 4,662 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $2,330,366 | 4,622 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $2,236,417 | 4,653 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $2,147,921 | 4,545 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $2,314,235 | 4,365 | Shares | Sole | 2023-01-18 | |
| 2022-09-30 | $2,223,186 | 4,402 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $2,705,289 | 5,267 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $2,662,043 | 5,220 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $804,428 | 1,602 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $2,038,490 | 5,217 | Shares | Sole | 2021-11-24 | |
| 2021-06-30 | $1,994,191 | 4,980 | Shares | Sole | 2021-11-24 | |
| 2021-03-31 | $1,735,706 | 4,665 | Shares | Sole | 2021-11-24 | |
| 2020-12-31 | $1,524,756 | 4,348 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||