Wharton Business Group, LLC

Position in UNH — Unitedhealth Group Inc

CIK 1513126 MALVERN, PA

Position in UNH

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$220,283

-$43,687 QoQ

Shares Held

530

+5.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#2,966

of 3,349 holders

Holding Since

Mar 2020

22 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Wharton Business Group, LLC holds $634,078 across 2 Healthcare Plans names. UNH ranks #2 (34.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	CI	Cigna Group	1,501	$413,795
2	UNH	Unitedhealth Group Inc This page	530	$220,283

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$220,283	530	+5.2%	Shares	Sole	2026-08-10
2025-03-31	$263,970	504	0.0%	Shares	Sole	2025-05-09
2024-12-31	$254,953	504	0.0%	Shares	Sole	2025-02-04
2024-09-30	$294,678	504	0.0%	Shares	Sole	2024-11-07
2024-06-30	$256,667	504	0.0%	Shares	Sole	2024-08-12
2024-03-31	$249,328	504	0.0%	Shares	Sole	2024-05-13
2023-12-31	$265,340	504	-49.8%	Shares	Sole	2024-02-07
2023-09-30	$506,206	1,004	0.0%	Shares	Sole	2023-11-06
2023-06-30	$482,562	1,004	0.0%	Shares	Sole	2023-08-07
2023-03-31	$474,480	1,004	0.0%	Shares	Sole	2023-05-04
2022-12-31	$532,300	1,004	0.0%	Shares	Sole	2023-02-13
2022-09-30	$507,060	1,004	0.0%	Shares	Sole	2022-10-31
2022-06-30	$515,684	1,004	0.0%	Shares	Sole	2022-08-09
2022-03-31	$512,009	1,004	0.0%	Shares	Sole	2022-05-18
2021-12-31	$504,148	1,004	0.0%	Shares	Sole	2022-02-10
2021-09-30	$392,302	1,004	0.0%	Shares	Sole	2021-11-09
2021-06-30	$402,041	1,004	0.0%	Shares	Sole	2021-08-11
2021-03-31	$373,558	1,004	0.0%	Shares	Sole	2021-05-10
2020-12-31	$352,082	1,004	+1.8%	Shares	Sole	2021-02-11
2020-09-30	$307,405	986	0.0%	Shares	Sole	2020-11-06
2020-06-30	$290,820	986	-2.8%	Shares	Sole	2020-08-11
2020-03-31	$252,871	1,014	—	Shares	Sole	2020-04-27
No filing history on record for this holder in this stock.