Keudell/Morrison Wealth Management

Position in UNH — Unitedhealth Group Inc

CIK 1785498 Salem, OR

Position in UNH

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$1,114,304

+$344,747 QoQ

Shares Held

2,681

-5.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.52%

of 13F equity value

Holder Rank

#1,741

of 3,349 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Keudell/Morrison Wealth Management holds $3,340,592 across 3 Healthcare Plans names. UNH ranks #2 (33.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ELV	Elevance Health, Inc.	5,039	$1,948,732
2	UNH	Unitedhealth Group Inc This page	2,681	$1,114,304
3	CVS	CVS HEALTH Corp	2,683	$277,556

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,114,304	2,681	-5.7%	Shares	Sole	2026-07-15
2026-03-31	$769,557	2,844	+17.9%	Shares	Sole	2026-04-20
2025-12-31	$796,225	2,412	-26.7%	Shares	Sole	2026-02-06
2025-06-30	$1,026,069	3,289	+19.3%	Shares	Sole	2025-07-22
2025-03-31	$1,443,978	2,757	0.0%	Shares	Sole	2025-04-23
2024-12-31	$1,394,656	2,757	-2.3%	Shares	Sole	2025-01-23
2024-09-30	$1,650,551	2,823	-1.2%	Shares	Sole	2024-10-31
2024-06-30	$1,454,446	2,856	-9.6%	Shares	Sole	2024-07-16
2024-03-31	$1,562,757	3,159	-7.0%	Shares	Sole	2024-05-07
2023-12-31	$1,788,945	3,398	-4.0%	Shares	Sole	2024-02-14
2023-09-30	$1,784,328	3,539	+0.6%	Shares	Sole	2023-10-18
2023-06-30	$1,690,410	3,517	-0.0%	Shares	Sole	2023-07-20
2023-03-31	$1,662,571	3,518	-0.5%	Shares	Sole	2023-04-18
2022-12-31	$1,875,246	3,537	-5.0%	Shares	Sole	2023-01-20
2022-09-30	$1,881,274	3,725	-4.0%	Shares	Sole	2022-10-12
2022-06-30	$1,993,398	3,881	-7.8%	Shares	Sole	2022-07-18
2022-03-31	$2,146,973	4,210	-5.9%	Shares	Sole	2022-04-18
2021-12-31	$2,247,578	4,476	+2.6%	Shares	Sole	2022-02-08
2021-09-30	$1,704,407	4,362	-1.4%	Shares	Sole	2021-12-08
2021-06-30	$1,770,745	4,422	-4.3%	Shares	Sole	2021-07-13
2021-03-31	$1,719,335	4,621	-8.2%	Shares	Sole	2021-04-13
2020-12-31	$1,764,972	5,033	-14.5%	Shares	Sole	2021-02-12
2020-09-30	$1,834,454	5,884	+14.3%	Shares	Sole	2020-10-20
2020-06-30	$1,518,107	5,147	-1.9%	Shares	Sole	2020-07-14
2020-03-31	$1,307,998	5,245	—	Shares	Sole	2020-04-20
No filing history on record for this holder in this stock.