Rosenberg Matthew Hamilton

Position in UNH — Unitedhealth Group Inc

CIK 1812103 GRAND JUNCTION, CO

Position in UNH

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$571,075

+$200,367 QoQ

Shares Held

1,374

+0.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.52%

of 13F equity value

Holder Rank

#2,223

of 3,349 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

Rosenberg Matthew Hamilton holds $852,641 across 3 Healthcare Plans names. UNH ranks #1 (67.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc This page	1,374	$571,075
2	CI	Cigna Group	684	$188,565
3	CVS	CVS HEALTH Corp	899	$93,001

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$571,075	1,374	+0.3%	Shares	Sole	2026-07-17
2026-03-31	$370,708	1,370	+1.3%	Shares	Sole	2026-04-07
2025-12-31	$446,308	1,352	-0.5%	Shares	Sole	2026-01-05
2025-09-30	$469,262	1,359	+0.6%	Shares	Sole	2025-11-10
2025-06-30	$421,471	1,351	-1.1%	Shares	Sole	2025-07-28
2025-03-31	$715,442	1,366	+3.5%	Shares	Sole	2025-04-28
2024-12-31	$667,735	1,320	+50.3%	Shares	Sole	2025-01-14
2024-09-30	$513,349	878	+3.7%	Shares	Sole	2024-10-28
2024-06-30	$431,343	847	-3.8%	Shares	Sole	2024-07-26
2024-03-31	$435,336	880	+0.6%	Shares	Sole	2024-04-22
2023-12-31	$460,661	875	+6.8%	Shares	Sole	2024-01-16
2023-09-30	$412,931	819	0.0%	Shares	Sole	2023-10-11
2023-06-30	$393,644	819	-19.7%	Shares	Sole	2023-07-26
2023-03-31	$482,041	1,020	+1.0%	Shares	Sole	2023-04-17
2022-12-31	$535,481	1,010	+0.8%	Shares	Sole	2023-01-19
2022-09-30	$506,050	1,002	+2.2%	Shares	Sole	2022-10-21
2022-06-30	$503,357	980	+3.3%	Shares	Sole	2022-07-15
2022-03-31	$483,961	949	+7.7%	Shares	Sole	2022-04-14
2021-12-31	$442,385	881	-0.1%	Shares	Sole	2022-01-20
2021-09-30	$344,632	882	+44.1%	Shares	Sole	2021-10-12
2021-06-30	$245,069	612	+4.3%	Shares	Sole	2021-07-26
2021-03-31	$218,405	587	0.0%	Shares	Sole	2021-04-30
2020-12-31	$205,849	587	0.0%	Shares	Sole	2021-02-03
2020-09-30	$183,008	587	0.0%	Shares	Sole	2020-10-16
2020-06-30	$173,135	587	+21.5%	Shares	Sole	2020-08-04
2020-03-31	$120,450	483	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.