Mendel Money Management

Position in UNH — Unitedhealth Group Inc

CIK 1600585 NORTHBROOK, IL

Position in UNH

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

Position Value

$1,488,371

+$263,411 QoQ

Shares Held

3,581

-20.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.67%

of 13F equity value

Holder Rank

#1,575

of 3,353 holders

Holding Since

Mar 2022

18 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Mendel Money Management holds $1,732,202 across 2 Healthcare Plans names. UNH ranks #1 (85.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	UNH	Unitedhealth Group Inc This page	3,581	$1,488,371
2	CVS	CVS HEALTH Corp	2,357	$243,831

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,488,371	3,581	-20.9%	Shares	Sole	2026-07-30
2026-03-31	$1,224,960	4,527	-5.1%	Shares	Sole	2026-05-04
2025-12-31	$1,575,284	4,772	-7.7%	Shares	Sole	2026-01-29
2025-09-30	$1,784,855	5,169	+1.3%	Shares	Sole	2025-11-10
2025-06-30	$1,592,606	5,105	+58.3%	Shares	Sole	2025-08-01
2025-03-31	$1,688,570	3,224	+0.4%	Shares	Sole	2025-05-06
2024-12-31	$1,624,316	3,211	+4.3%	Shares	Sole	2025-02-12
2024-09-30	$1,800,814	3,080	-3.5%	Shares	Sole	2024-11-07
2024-06-30	$1,626,067	3,193	+11.1%	Shares	Sole	2024-08-13
2024-03-31	$1,421,767	2,874	+34.2%	Shares	Sole	2024-05-02
2023-12-31	$1,127,172	2,141	+1.5%	Shares	Sole	2024-02-14
2023-09-30	$1,063,336	2,109	-4.9%	Shares	Sole	2023-11-14
2023-06-30	$1,066,059	2,218	+5.6%	Shares	Sole	2023-08-14
2023-03-31	$992,911	2,101	+58.8%	Shares	Sole	2023-05-10
2022-12-31	$701,428	1,323	+10.4%	Shares	Sole	2023-02-13
2022-09-30	$605,037	1,198	+34.9%	Shares	Sole	2022-11-14
2022-06-30	$456,103	888	-25.3%	Shares	Sole	2022-08-15
2022-03-31	$605,844	1,188	—	Shares	Sole	2022-05-16
No filing history on record for this holder in this stock.