Position in UNH
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$848,300
+$320,379 QoQ
Shares Held
2,041
+4.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.53%
of 13F equity value
Holder Rank
#1,939
of 3,349 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 6%
Shared 0%
None 94%
Common Shares in UNH Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026McLean Asset Management Corp holds $1,072,216 across 2 Healthcare Plans names. UNH ranks #1 (79.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
This page
|
2,041 | $848,300 | |
| 2 | ELV |
Elevance Health, Inc.
|
579 | $223,916 |
All Filings in UNH
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $848,300 | 2,041 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $527,921 | 1,951 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $660,220 | 2,000 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $679,550 | 1,968 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $607,405 | 1,947 | Shares | Sole | 2025-07-03 | |
| 2025-03-31 | $1,078,925 | 2,060 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $1,083,552 | 2,142 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $1,214,380 | 2,077 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $1,045,001 | 2,052 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $1,032,933 | 2,088 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $1,090,319 | 2,071 | Shares | Sole | 2024-01-08 | |
| 2023-09-30 | $1,038,631 | 2,060 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $980,986 | 2,041 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $955,576 | 2,022 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $1,135,645 | 2,142 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $1,058,058 | 2,095 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $1,064,241 | 2,072 | Shares | Sole | 2022-07-07 | |
| 2022-03-31 | $1,459,024 | 2,861 | Shares | Sole | 2022-04-08 | |
| 2021-12-31 | $1,009,803 | 2,011 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $855,329 | 2,189 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $826,107 | 2,063 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $764,231 | 2,054 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $710,828 | 2,027 | Shares | Sole | 2021-01-27 | |
| No filing history on record for this holder in this stock. | ||||||