Marks Group Wealth Management, Inc

Position in UNH — Unitedhealth Group Inc

CIK 1802473 MINNETONKA, MN

Position in UNH

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$9,899,475

-$888,948 QoQ

Shares Held

23,818

-40.3% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

1.50%

of 13F equity value

Holder Rank

#749

of 3,349 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 91% Shared 9% None 0%

Healthcare · as of Jun 30, 2026

Marks Group Wealth Management, Inc holds $16,137,479 across 3 Healthcare Plans names. UNH ranks #1 (61.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc This page	23,818	$9,899,475
2	CI	Cigna Group	14,566	$4,015,554
3	CNC	Centene Corp	34,623	$2,222,450

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$9,899,475	23,818	-40.3%	Shares	Sole	2026-07-28
2026-03-31	$10,788,423	39,870	-16.9%	Shares	Other	2026-05-05
2025-12-31	$15,833,395	47,964	+0.3%	Shares	Other	2026-02-11
2025-09-30	$16,506,030	47,802	+143.1%	Shares	Sole	2025-11-10
2025-06-30	$6,133,329	19,660	+2.7%	Shares	Sole	2025-07-22
2025-03-31	$10,022,479	19,136	-38.7%	Shares	Sole	2025-05-01
2024-12-31	$15,795,983	31,226	+2.4%	Shares	Sole	2025-01-29
2024-09-30	$17,836,247	30,506	-0.4%	Shares	Sole	2024-10-30
2024-06-30	$15,590,485	30,614	+6.6%	Shares	Sole	2024-08-14
2024-03-31	$14,205,310	28,715	+4.8%	Shares	Sole	2024-04-29
2023-12-31	$14,426,856	27,403	+2.2%	Shares	Other	2024-02-01
2023-09-30	$13,514,812	26,805	+1.7%	Shares	Other	2023-10-30
2023-06-30	$12,669,670	26,360	+1.7%	Shares	Other	2023-07-19
2023-03-31	$12,245,278	25,911	+2.6%	Shares	Other	2023-05-03
2022-12-31	$13,395,527	25,266	+0.8%	Shares	Other	2023-02-06
2022-09-30	$12,664,382	25,076	+2.1%	Shares	Other	2022-11-14
2022-06-30	$12,612,698	24,556	-14.4%	Shares	Other	2022-08-09
2022-03-31	$14,623,899	28,676	+4.8%	Shares	Sole	2022-05-10
2021-12-31	$13,736,039	27,355	+2.0%	Shares	Sole	2022-03-03
2021-09-30	$10,483,944	26,831	-3.3%	Shares	Sole	2021-11-15
2021-06-30	$11,107,404	27,738	-2.2%	Shares	Sole	2021-08-10
2021-03-31	$10,551,533	28,359	+0.6%	Shares	Sole	2021-05-17
2020-12-31	$9,881,811	28,179	+1.6%	Shares	Sole	2021-02-08
2020-09-30	$8,647,251	27,736	+3.1%	Shares	Sole	2020-11-10
2020-06-30	$7,934,154	26,900	+120.3%	Shares	Other	2020-08-10
2020-03-31	$3,044,431	12,208	—	Shares	Sole	2020-04-23
No filing history on record for this holder in this stock.