JEPPSON WEALTH MANAGEMENT, LLC
Position in UNH — Unitedhealth Group Inc
CIK 1831263
MANHATTAN BEACH, CA
Position in UNH
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$446,802
+$110,189 QoQ
Shares Held
1,075
-13.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#2,392
of 3,349 holders
Holding Since
Sep 2020
24 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UNH Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026JEPPSON WEALTH MANAGEMENT, LLC holds $871,244 across 3 Healthcare Plans names. UNH ranks #1 (51.3% of the industry book) .
All Filings in UNH
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $446,802 | 1,075 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $336,613 | 1,244 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $387,879 | 1,175 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $414,360 | 1,200 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $340,359 | 1,091 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $530,558 | 1,013 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $771,436 | 1,525 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $903,330 | 1,545 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $808,704 | 1,588 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $859,788 | 1,738 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $917,637 | 1,743 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $881,324 | 1,748 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $828,142 | 1,723 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $814,272 | 1,723 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $913,500 | 1,723 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $900,486 | 1,783 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $923,506 | 1,798 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $916,926 | 1,798 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $899,834 | 1,792 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $700,206 | 1,792 | Shares | Sole | 2021-11-17 | |
| 2021-06-30 | $717,588 | 1,792 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $670,470 | 1,802 | Shares | Sole | 2021-05-19 | |
| 2020-12-31 | $635,782 | 1,813 | Shares | Sole | 2021-03-05 | |
| 2020-09-30 | $565,239 | 1,813 | Shares | Sole | 2020-11-19 | |
| No filing history on record for this holder in this stock. | ||||||