Position in UNH
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$1,701,173
+$649,120 QoQ
Shares Held
4,093
+5.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.46%
of 13F equity value
Holder Rank
#1,493
of 3,349 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UNH Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026CMH Wealth Management LLC holds $4,406,696 across 2 Healthcare Plans names. UNH ranks #2 (38.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CI |
Cigna Group
|
9,814 | $2,705,523 | |
| 2 | UNH |
Unitedhealth Group Inc
This page
|
4,093 | $1,701,173 |
All Filings in UNH
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,701,173 | 4,093 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $1,052,053 | 3,888 | Shares | Sole | 2026-04-13 | |
| 2025-06-30 | $8,060,992 | 25,839 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $7,254,985 | 13,852 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $6,885,766 | 13,612 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $7,819,510 | 13,374 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $6,966,167 | 13,679 | Shares | Sole | 2024-07-11 | |
| 2024-03-31 | $6,621,064 | 13,384 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $7,610,650 | 14,456 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $7,059,164 | 14,001 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $6,395,876 | 13,307 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $5,887,053 | 12,457 | Shares | Sole | 2023-04-10 | |
| 2022-12-31 | $6,386,018 | 12,045 | Shares | Sole | 2023-01-12 | |
| 2022-09-30 | $5,976,643 | 11,834 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $5,939,103 | 11,563 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $5,710,134 | 11,197 | Shares | Sole | 2022-04-13 | |
| 2021-12-31 | $5,556,179 | 11,065 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $4,053,146 | 10,373 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $4,046,446 | 10,105 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $3,578,569 | 9,618 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $3,249,050 | 9,265 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $2,935,002 | 9,414 | Shares | Sole | 2020-10-20 | |
| 2020-06-30 | $2,689,649 | 9,119 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $4,379,362 | 17,561 | Shares | Sole | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||