Jackson, Grant Investment Advisers, Inc.

Position in UNH — Unitedhealth Group Inc

CIK 1650300 STAMFORD, CT

Position in UNH

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

Position Value

$929,764

+$325,808 QoQ

Shares Held

2,237

+0.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.72%

of 13F equity value

Holder Rank

#1,874

of 3,349 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Jackson, Grant Investment Advisers, Inc. holds $952,469 across 4 Healthcare Plans names. UNH ranks #1 (97.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc This page	2,237	$929,764
2	ELV	Elevance Health, Inc.	49	$18,949
3	CI	Cigna Group	11	$3,032
4	CVS	CVS HEALTH Corp	7	$724

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$929,764	2,237	+0.2%	Shares	Sole	2026-07-31
2026-03-31	$603,956	2,232	-4.5%	Shares	Sole	2026-05-08
2025-12-31	$771,797	2,338	-5.2%	Shares	Sole	2026-01-27
2025-09-30	$851,855	2,467	+68.9%	Shares	Sole	2025-11-10
2025-06-30	$455,788	1,461	+0.5%	Shares	Sole	2025-07-17
2025-03-31	$761,532	1,454	+0.3%	Shares	Sole	2025-05-06
2024-12-31	$733,497	1,450	-3.8%	Shares	Sole	2025-01-27
2024-09-30	$881,697	1,508	+0.2%	Shares	Sole	2024-10-17
2024-06-30	$766,436	1,505	+0.3%	Shares	Sole	2024-07-16
2024-03-31	$742,544	1,501	+0.2%	Shares	Sole	2024-05-08
2023-12-31	$788,652	1,498	+0.3%	Shares	Sole	2024-02-01
2023-09-30	$753,259	1,494	+0.2%	Shares	Sole	2023-10-13
2023-06-30	$716,634	1,491	-28.4%	Shares	Sole	2023-08-01
2023-03-31	$983,932	2,082	-1.7%	Shares	Sole	2023-05-02
2022-12-31	$1,122,391	2,117	+0.1%	Shares	Sole	2023-01-26
2022-09-30	$1,067,654	2,114	+0.1%	Shares	Sole	2022-11-14
2022-06-30	$1,084,272	2,111	+0.5%	Shares	Sole	2022-08-04
2022-03-31	$1,071,446	2,101	+0.2%	Shares	Sole	2022-04-28
2021-09-30	$818,991	2,096	+0.2%	Shares	Sole	2021-10-13
2021-06-30	$837,720	2,092	+1.1%	Shares	Sole	2021-07-15
2021-03-31	$770,184	2,070	+10.3%	Shares	Sole	2021-04-22
2020-12-31	$657,875	1,876	+46.9%	Shares	Sole	2021-03-03
2020-09-30	$398,130	1,277	+0.3%	Shares	Sole	2020-11-12
2020-06-30	$375,471	1,273	+0.3%	Shares	Sole	2020-08-14
2020-03-31	$316,463	1,269	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.