INVESTMENT HOUSE LLC

Position in UNH — Unitedhealth Group Inc

CIK 1566030 REDONDO BEACH, CA

Position in UNH

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

Position Value

$16,371,250

+$5,311,425 QoQ

Shares Held

39,389

-3.6% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.78%

of 13F equity value

Holder Rank

#184

of 1,849 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 79% Shared 0% None 21%

Healthcare · as of Jun 30, 2026

INVESTMENT HOUSE LLC holds $61,601,566 across 3 Healthcare Plans names. UNH ranks #2 (26.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MOH	Molina Healthcare, Inc.	193,751	$44,310,853
2	UNH	Unitedhealth Group Inc This page	39,389	$16,371,250
3	CVS	CVS HEALTH Corp	8,888	$919,463

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$16,371,250	39,389	-3.6%	Shares	Sole	2026-07-31
2026-03-31	$11,059,825	40,873	-49.0%	Shares	Sole	2026-04-29
2025-12-31	$26,463,598	80,166	+15.5%	Shares	Sole	2026-02-06
2025-09-30	$23,958,640	69,385	+129.5%	Shares	Sole	2025-10-31
2025-06-30	$9,432,724	30,236	+226.0%	Shares	Sole	2025-08-14
2025-03-31	$4,857,781	9,275	-1.1%	Shares	Sole	2025-05-08
2024-12-31	$4,742,437	9,375	-1.1%	Shares	Sole	2025-02-11
2024-09-30	$5,539,843	9,475	0.0%	Shares	Sole	2024-11-07
2024-06-30	$4,825,238	9,475	-0.8%	Shares	Sole	2024-07-22
2024-03-31	$4,726,858	9,555	0.0%	Shares	Sole	2024-05-02
2023-12-31	$5,030,420	9,555	0.0%	Shares	Sole	2024-02-05
2023-09-30	$4,817,535	9,555	+0.2%	Shares	Sole	2023-11-09
2023-06-30	$4,585,305	9,540	0.0%	Shares	Sole	2023-08-08
2023-03-31	$4,508,508	9,540	0.0%	Shares	Sole	2023-05-09
2022-12-31	$5,057,917	9,540	-0.1%	Shares	Sole	2023-02-07
2022-09-30	$4,823,132	9,550	+0.1%	Shares	Sole	2022-10-31
2022-06-30	$4,900,030	9,540	+0.3%	Shares	Sole	2022-08-09
2022-03-31	$4,849,814	9,510	0.0%	Shares	Sole	2022-04-14
2021-12-31	$4,775,351	9,510	0.0%	Shares	Sole	2022-02-09
2021-09-30	$3,715,937	9,510	0.0%	Shares	Sole	2021-11-12
2021-06-30	$3,808,184	9,510	0.0%	Shares	Sole	2021-07-20
2021-03-31	$3,538,385	9,510	-2.9%	Shares	Sole	2021-05-06
2020-12-31	$3,433,157	9,790	0.0%	Shares	Sole	2021-01-13
2020-09-30	$3,052,228	9,790	+0.6%	Shares	Sole	2020-11-06
2020-06-30	$2,869,863	9,730	0.0%	Shares	Sole	2020-07-13
2020-03-31	$2,426,467	9,730	—	Shares	Sole	2020-04-08
No filing history on record for this holder in this stock.