Position in UNH
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,482,552
+$632,629 QoQ
Shares Held
3,567
+13.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,578
of 3,349 holders
Holding Since
Mar 2020
26 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, 2026MATHER GROUP, LLC. holds $6,114,703 across 7 Healthcare Plans names. UNH ranks #2 (24.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CI |
Cigna Group
|
5,870 | $1,618,241 | |
| 2 | UNH |
Unitedhealth Group Inc
This page
|
3,567 | $1,482,552 | |
| 3 | CVS |
CVS HEALTH Corp
|
10,488 | $1,084,983 | |
| 4 | CNC |
Centene Corp
|
13,199 | $847,243 | |
| 5 | MOH |
Molina Healthcare, Inc.
|
2,900 | $663,230 | |
| 6 | ELV |
Elevance Health, Inc.
|
740 | $286,180 | |
| 7 | HUM |
Humana Inc
|
333 | $132,274 |
All Filings in UNH
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,482,552 | 3,567 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $849,923 | 3,141 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $1,342,227 | 4,066 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $1,343,907 | 3,892 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $1,214,187 | 3,892 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $2,355,827 | 4,498 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $2,690,669 | 5,319 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $2,994,146 | 5,121 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $2,751,531 | 5,403 | Shares | Sole | 2024-07-09 | |
| 2024-03-31 | $2,471,026 | 4,995 | Shares | Sole | 2024-04-09 | |
| 2023-12-31 | $2,733,958 | 5,193 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $2,460,447 | 4,880 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $2,456,070 | 5,110 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $2,208,413 | 4,673 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $2,753,224 | 5,193 | Shares | Sole | 2023-03-10 | |
| 2022-09-30 | $2,592,875 | 5,134 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $1,574,275 | 3,065 | Shares | Sole | 2022-08-16 | |
| 2022-03-31 | $5,136,927 | 10,073 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $4,356,566 | 8,676 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $4,790,863 | 12,261 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $3,210,727 | 8,018 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $2,962,793 | 7,963 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $2,755,292 | 7,857 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,082,153 | 3,471 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $1,006,664 | 3,413 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $831,432 | 3,334 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||