Lester Murray Antman dba SimplyRich

Position in UNH — Unitedhealth Group Inc

CIK 1725888 CARLSBAD, CA

Position in UNH

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$6,418,574

+$2,332,395 QoQ

Shares Held

15,443

+2.3% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

1.90%

of 13F equity value

Holder Rank

#886

of 3,349 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Lester Murray Antman dba SimplyRich holds $13,740,920 across 4 Healthcare Plans names. UNH ranks #1 (46.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc This page	15,443	$6,418,574
2	CI	Cigna Group	12,379	$3,412,642
3	ELV	Elevance Health, Inc.	6,229	$2,408,941
4	CVS	CVS HEALTH Corp	20,144	$1,500,763

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,418,574	15,443	+2.3%	Shares	Sole	2026-08-03
2026-03-31	$4,086,179	15,101	-0.7%	Shares	Sole	2026-05-01
2025-12-31	$5,018,002	15,201	+0.6%	Shares	Sole	2026-01-23
2025-09-30	$5,216,792	15,108	-0.0%	Shares	Sole	2025-10-10
2025-06-30	$4,715,114	15,114	-0.4%	Shares	Sole	2025-07-24
2025-03-31	$7,944,763	15,169	0.0%	Shares	Sole	2025-05-09
2024-12-31	$7,673,390	15,169	-0.9%	Shares	Sole	2025-01-29
2024-09-30	$8,948,527	15,305	+0.7%	Shares	Sole	2024-10-18
2024-06-30	$7,740,242	15,199	+0.0%	Shares	Sole	2024-07-26
2024-03-31	$7,518,450	15,198	+0.1%	Shares	Sole	2024-05-03
2023-12-31	$7,994,446	15,185	-0.6%	Shares	Sole	2024-01-26
2023-09-30	$7,702,006	15,276	-0.1%	Shares	Sole	2023-10-20
2023-06-30	$7,350,427	15,293	+0.0%	Shares	Sole	2023-08-04
2023-03-31	$7,226,846	15,292	-0.1%	Shares	Sole	2023-05-05
2022-12-31	$8,115,995	15,308	0.0%	Shares	Sole	2023-01-30
2022-09-30	$7,731,152	15,308	0.0%	Shares	Sole	2022-11-01
2022-06-30	$7,862,648	15,308	0.0%	Shares	Sole	2022-07-22
2022-03-31	$7,806,620	15,308	-0.2%	Shares	Sole	2022-05-04
2021-12-31	$7,698,810	15,332	-0.2%	Shares	Sole	2022-01-07
2021-09-30	$6,004,501	15,367	+0.2%	Shares	Sole	2021-10-04
2021-06-30	$6,143,150	15,341	+0.3%	Shares	Sole	2021-07-09
2021-03-31	$5,692,298	15,299	-0.6%	Shares	Sole	2021-05-05
2020-12-31	$5,399,069	15,396	-0.2%	Shares	Sole	2021-02-01
2020-09-30	$4,808,116	15,422	-0.2%	Shares	Sole	2020-11-03
2020-06-30	$4,557,862	15,453	+0.1%	Shares	Sole	2020-08-06
2020-03-31	$3,848,681	15,433	—	Shares	Sole	2020-05-06
No filing history on record for this holder in this stock.