MMBG INVESTMENT ADVISORS CO.

Position in UNH — Unitedhealth Group Inc

CIK 1765876 MIAMI, FL

Position in UNH

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

Position Value

$4,542,004

-$19,602 QoQ

Shares Held

10,928

-35.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.42%

of 13F equity value

Holder Rank

#1,021

of 3,349 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

MMBG INVESTMENT ADVISORS CO. holds $5,263,567 across 2 Healthcare Plans names. UNH ranks #1 (86.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	UNH	Unitedhealth Group Inc This page	10,928	$4,542,004
2	CVS	CVS HEALTH Corp	6,975	$721,563

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,542,004	10,928	-35.2%	Shares	Sole	2026-08-10
2026-03-31	$4,561,606	16,858	-8.1%	Shares	Sole	2026-04-30
2025-12-31	$6,056,198	18,346	+0.6%	Shares	Sole	2026-02-09
2025-09-30	$6,299,307	18,243	+20.8%	Shares	Sole	2025-11-07
2025-06-30	$4,710,123	15,098	+47.8%	Shares	Sole	2025-08-12
2025-03-31	$5,350,630	10,216	+13.6%	Shares	Sole	2025-04-25
2024-12-31	$4,548,187	8,991	-0.8%	Shares	Sole	2025-02-14
2024-09-30	$5,297,785	9,061	-1.8%	Shares	Sole	2024-11-13
2024-06-30	$4,696,904	9,223	0.0%	Shares	Sole	2024-08-13
2024-03-31	$4,562,618	9,223	+8.6%	Shares	Sole	2024-05-10
2023-12-31	$4,471,309	8,493	-2.2%	Shares	Sole	2024-02-14
2023-09-30	$4,377,881	8,683	+3.7%	Shares	Sole	2023-11-14
2023-06-30	$4,024,398	8,373	+32.3%	Shares	Sole	2023-08-11
2023-03-31	$2,990,549	6,328	+18.8%	Shares	Sole	2023-05-11
2022-12-31	$2,824,799	5,328	+22.5%	Shares	Sole	2023-02-13
2022-09-30	$2,195,913	4,348	0.0%	Shares	Sole	2022-11-14
2022-06-30	$2,233,263	4,348	+5.8%	Shares	Sole	2022-08-02
2022-03-31	$2,095,976	4,110	+7.9%	Shares	Sole	2022-08-02
2021-12-31	$1,913,153	3,810	—	Shares	Sole	2022-02-14
No filing history on record for this holder in this stock.