Position in UNH
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$247,299
+$23,929 QoQ
Shares Held
595
-16.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#2,872
of 3,349 holders
Holding Since
Sep 2022
13 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, 2026JGP Wealth Management, LLC holds $579,580 across 2 Healthcare Plans names. UNH ranks #2 (42.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVS |
CVS HEALTH Corp
|
3,212 | $332,281 | |
| 2 | UNH |
Unitedhealth Group Inc
This page
|
595 | $247,299 |
All Filings in UNH
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $247,299 | 595 | Shares | Sole | 2026-07-07 | |
| 2025-06-30 | $223,370 | 716 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $534,225 | 1,020 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $460,838 | 911 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $491,131 | 840 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $381,435 | 749 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $326,502 | 660 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $317,987 | 604 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $279,321 | 554 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $264,832 | 551 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $271,266 | 574 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $286,827 | 541 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $284,842 | 564 | Shares | Sole | 2022-10-14 | |
| No filing history on record for this holder in this stock. | ||||||