MBM WEALTH CONSULTANTS, LLC

Position in UNH — Unitedhealth Group Inc

CIK 1762068 CHESTERFIELD, MO

Position in UNH

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$2,003,336

+$684,751 QoQ

Shares Held

4,820

-1.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.88%

of 13F equity value

Holder Rank

#1,403

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

MBM WEALTH CONSULTANTS, LLC holds $4,304,992 across 4 Healthcare Plans names. UNH ranks #1 (46.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc This page	4,820	$2,003,336
2	CI	Cigna Group	6,683	$1,842,369
3	CNC	Centene Corp	3,715	$238,465
4	ELV	Elevance Health, Inc.	571	$220,822

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,003,336	4,820	-1.1%	Shares	Sole	2026-07-24
2026-03-31	$1,318,585	4,873	+1.9%	Shares	Sole	2026-04-20
2025-12-31	$1,578,255	4,781	+11.8%	Shares	Sole	2026-01-26
2025-09-30	$1,476,502	4,276	+40.2%	Shares	Sole	2025-10-31
2025-06-30	$951,196	3,049	+4.2%	Shares	Sole	2025-08-13
2025-03-31	$1,532,492	2,926	+1.9%	Shares	Sole	2025-04-28
2024-12-31	$1,452,829	2,872	+2.1%	Shares	Sole	2025-01-17
2024-09-30	$1,644,120	2,812	+4.7%	Shares	Sole	2024-10-07
2024-06-30	$1,367,872	2,686	+11.7%	Shares	Sole	2024-07-30
2024-03-31	$1,189,753	2,405	+5.3%	Shares	Sole	2024-04-18
2023-12-31	$1,202,983	2,285	+6.5%	Shares	Sole	2024-01-30
2023-09-30	$1,081,991	2,146	+10.3%	Shares	Sole	2023-10-19
2023-06-30	$934,844	1,945	+13.3%	Shares	Sole	2023-07-24
2023-03-31	$811,437	1,717	0.0%	Shares	Sole	2023-05-31
2022-12-31	$910,319	1,717	-1.5%	Shares	Sole	2023-02-15
2022-09-30	$880,789	1,744	+11.7%	Shares	Sole	2022-10-24
2022-06-30	$802,290	1,562	-11.1%	Shares	Sole	2022-08-15
2022-03-31	$896,017	1,757	+3.0%	Shares	Sole	2022-05-16
2021-12-31	$856,650	1,706	+0.5%	Shares	Sole	2022-02-15
2021-09-30	$663,085	1,697	+1.7%	Shares	Sole	2021-11-16
2021-06-30	$668,334	1,669	+4.1%	Shares	Sole	2021-08-13
2021-03-31	$596,800	1,604	-6.1%	Shares	Sole	2021-05-10
2020-12-31	$599,312	1,709	-6.2%	Shares	Sole	2021-02-09
2020-09-30	$568,044	1,822	+3.0%	Shares	Sole	2020-11-12
2020-06-30	$521,766	1,769	-28.4%	Shares	Sole	2020-08-07
2020-03-31	$615,968	2,470	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.