MTM Investment Management, LLC

Position in UNH — Unitedhealth Group Inc

CIK 1831416 SPARTANBURG, SC

Position in UNH

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$336,660

+$117,483 QoQ

Shares Held

810

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

#2,611

of 3,349 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

MTM Investment Management, LLC holds $1,276,878 across 3 Healthcare Plans names. UNH ranks #2 (26.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CVS	CVS HEALTH Corp	8,969	$927,843
2	UNH	Unitedhealth Group Inc This page	810	$336,660
3	ELV	Elevance Health, Inc.	32	$12,375

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$336,660	810	0.0%	Shares	Sole	2026-08-03
2026-03-31	$219,177	810	0.0%	Shares	Sole	2026-05-06
2025-12-31	$267,389	810	0.0%	Shares	Sole	2026-02-09
2025-09-30	$279,693	810	-0.7%	Shares	Sole	2025-11-03
2025-06-30	$254,567	816	0.0%	Shares	Sole	2025-08-08
2025-03-31	$427,380	816	-8.9%	Shares	Sole	2025-05-01
2024-12-31	$453,250	896	-11.2%	Shares	Sole	2025-01-29
2024-09-30	$589,942	1,009	+1.3%	Shares	Sole	2024-11-08
2024-06-30	$507,222	996	-16.7%	Shares	Sole	2024-07-25
2024-03-31	$591,661	1,196	+6.5%	Shares	Sole	2024-04-25
2023-12-31	$591,225	1,123	0.0%	Shares	Sole	2024-01-16
2023-09-30	$566,205	1,123	0.0%	Shares	Sole	2023-10-26
2023-06-30	$539,758	1,123	0.0%	Shares	Sole	2023-07-28
2023-03-31	$530,718	1,123	-48.1%	Shares	Sole	2023-05-03
2022-12-31	$1,146,249	2,162	+1.6%	Shares	Sole	2023-02-07
2022-09-30	$1,075,230	2,129	+21.0%	Shares	Sole	2022-10-28
2022-06-30	$903,475	1,759	+12.9%	Shares	Sole	2022-08-10
2022-03-31	$794,533	1,558	+5.1%	Shares	Sole	2022-05-02
2021-12-31	$744,673	1,483	+12.9%	Shares	Sole	2022-02-08
2021-09-30	$513,432	1,314	+23.8%	Shares	Sole	2021-10-22
2021-06-30	$424,866	1,061	0.0%	Shares	Sole	2021-07-20
2021-03-31	$394,766	1,061	0.0%	Shares	Sole	2021-04-19
2020-12-31	$372,071	1,061	—	Shares	Sole	2021-01-27
No filing history on record for this holder in this stock.