Marquette Asset Management, LLC
Position in UNH — Unitedhealth Group Inc
CIK 1395067
MINNEAPOLIS, MN
Position in UNH
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$42,809
+$9,798 QoQ
Shares Held
103
+3.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#3,216
of 3,349 holders
Holding Since
Mar 2020
25 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, 2026Marquette Asset Management, LLC holds $77,576 across 5 Healthcare Plans names. UNH ranks #1 (55.2% of the industry book) .
All Filings in UNH
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $42,809 | 103 | Shares | Sole | 2026-07-09 | |
| 2025-12-31 | $33,011 | 100 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $59,391 | 172 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $79,552 | 255 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $154,506 | 295 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $150,746 | 298 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $687,583 | 1,176 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $650,834 | 1,278 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $651,519 | 1,317 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $700,205 | 1,330 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $706,369 | 1,401 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $669,530 | 1,393 | Shares | Other | 2023-07-28 | |
| 2023-03-31 | $603,970 | 1,278 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $677,570 | 1,278 | Shares | Sole | 2023-01-12 | |
| 2022-09-30 | $796,953 | 1,578 | Shares | Sole | 2022-10-06 | |
| 2022-06-30 | $812,049 | 1,581 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $885,307 | 1,736 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $765,261 | 1,524 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $600,958 | 1,538 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $610,270 | 1,524 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $567,034 | 1,524 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $534,436 | 1,524 | Shares | Sole | 2021-01-15 | |
| 2020-09-30 | $475,137 | 1,524 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $449,503 | 1,524 | Shares | Sole | 2020-07-21 | |
| 2020-03-31 | $380,055 | 1,524 | Shares | Sole | 2020-04-08 | |
| No filing history on record for this holder in this stock. | ||||||