Morningstar Investment Management LLC
Position in UNH — Unitedhealth Group Inc
CIK 1673385
CHICAGO, IL
Position in UNH
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$2,300,096
+$802,651 QoQ
Shares Held
5,534
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#1,331
of 3,349 holders
Holding Since
Sep 2025
4 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, 2026Morningstar Investment Management LLC holds $6,278,341 across 3 Healthcare Plans names. UNH ranks #2 (36.6% of the industry book) .
All Filings in UNH
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,300,096 | 5,534 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $1,497,445 | 5,534 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,679,599 | 5,088 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $1,816,623 | 5,261 | Shares | Sole | 2025-11-17 | |
| No filing history on record for this holder in this stock. | ||||||