Measured Wealth Private Client Group, LLC

Position in UNH — Unitedhealth Group Inc

CIK 1720235 PORTSMOUTH, NH

Position in UNH

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$553,203

+$193,048 QoQ

Shares Held

1,331

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.33%

of 13F equity value

Holder Rank

#2,241

of 3,349 holders

Holding Since

Jun 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Measured Wealth Private Client Group, LLC holds $1,089,821 across 4 Healthcare Plans names. UNH ranks #1 (50.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc This page	1,331	$553,203
2	CNC	Centene Corp	6,652	$426,991
3	CVS	CVS HEALTH Corp	636	$65,794
4	CI	Cigna Group	159	$43,833

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$553,203	1,331	0.0%	Shares	Sole	2026-08-10
2026-03-31	$360,155	1,331	0.0%	Shares	Sole	2026-05-13
2025-12-31	$439,376	1,331	-2.8%	Shares	Sole	2026-02-10
2025-09-30	$473,061	1,370	-12.9%	Shares	Sole	2025-11-14
2025-06-30	$490,728	1,573	+11.9%	Shares	Sole	2025-08-13
2025-03-31	$736,392	1,406	-31.4%	Shares	Sole	2025-05-12
2024-12-31	$1,037,013	2,050	-6.6%	Shares	Sole	2025-01-27
2024-09-30	$1,282,787	2,194	-12.5%	Shares	Sole	2024-10-28
2024-06-30	$1,276,714	2,507	-2.8%	Shares	Sole	2024-08-12
2024-03-31	$1,275,831	2,579	+1.2%	Shares	Sole	2024-04-18
2023-12-31	$1,341,972	2,549	+0.2%	Shares	Sole	2024-02-06
2023-09-30	$1,282,659	2,544	-4.8%	Shares	Sole	2023-10-18
2023-06-30	$1,284,750	2,673	-0.2%	Shares	Sole	2023-07-20
2023-03-31	$1,266,068	2,679	-6.9%	Shares	Sole	2023-05-01
2022-12-31	$1,525,858	2,878	-9.2%	Shares	Sole	2023-01-23
2022-09-30	$1,599,966	3,168	-4.8%	Shares	Sole	2022-10-27
2022-06-30	$1,708,333	3,326	+6.1%	Shares	Sole	2022-07-25
2022-03-31	$1,599,265	3,136	+4.9%	Shares	Sole	2022-05-03
2021-12-31	$1,501,398	2,990	-0.6%	Shares	Sole	2022-01-28
2021-09-30	$1,174,955	3,007	-5.2%	Shares	Sole	2021-11-01
2021-06-30	$1,270,195	3,172	+28.4%	Shares	Sole	2021-08-05
2021-03-31	$919,384	2,471	+12.6%	Shares	Sole	2021-05-04
2020-12-31	$769,742	2,195	-21.1%	Shares	Sole	2021-01-20
2020-09-30	$867,344	2,782	+122.6%	Shares	Sole	2020-10-15
2020-06-30	$368,687	1,250	—	Shares	Sole	2020-08-03
No filing history on record for this holder in this stock.