Position in UNH
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$6,946,839
+$2,735,918 QoQ
Shares Held
16,714
+7.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.20%
of 13F equity value
Holder Rank
#857
of 3,349 holders
Holding Since
Mar 2020
26 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, 2026Morse Asset Management, Inc holds $6,954,573 across 2 Healthcare Plans names. UNH ranks #1 (99.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
This page
|
16,714 | $6,946,839 | |
| 2 | ELV |
Elevance Health, Inc.
|
20 | $7,734 |
All Filings in UNH
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,946,839 | 16,714 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $4,210,921 | 15,562 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $5,079,072 | 15,386 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $5,620,448 | 16,277 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $5,299,122 | 16,986 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $8,907,416 | 17,007 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $9,087,269 | 17,964 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $10,286,275 | 17,593 | Shares | Sole | 2024-11-20 | |
| 2024-06-30 | $8,978,763 | 17,631 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $9,162,833 | 18,522 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $9,512,786 | 18,069 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $9,343,649 | 18,532 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $8,543,376 | 17,775 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $8,220,703 | 17,395 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $11,713,266 | 22,093 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $11,359,864 | 22,493 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $11,917,243 | 23,202 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $11,315,724 | 22,189 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $11,274,047 | 22,452 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $8,727,959 | 22,337 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $8,802,872 | 21,983 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $8,798,711 | 23,648 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $8,750,868 | 24,954 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $7,556,681 | 24,238 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $6,948,432 | 23,558 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $5,152,440 | 20,661 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||