MBL Wealth, LLC

Position in UNH — Unitedhealth Group Inc

CIK 1845785 CHARLOTTE, NC

Position in UNH

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$1,117,212

+$587,398 QoQ

Shares Held

2,688

+37.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.24%

of 13F equity value

Holder Rank

#1,738

of 3,349 holders

Holding Since

Dec 2020

20 quarters on record

Voting authority Sole 40% Shared 0% None 60%

Healthcare · as of Jun 30, 2026

MBL Wealth, LLC holds $2,426,414 across 5 Healthcare Plans names. UNH ranks #1 (46.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc This page	2,688	$1,117,212
2	CNC	Centene Corp	6,786	$435,593
3	MOH	Molina Healthcare, Inc.	1,534	$350,825
4	CVS	CVS HEALTH Corp	2,839	$293,694
5	CI	Cigna Group	831	$229,090

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,117,212	2,688	+37.3%	Shares	Sole	2026-07-15
2026-03-31	$529,814	1,958	-0.1%	Shares	Sole	2026-04-28
2025-12-31	$647,014	1,960	+6.9%	Shares	Sole	2026-01-21
2025-09-30	$632,934	1,833	-42.0%	Shares	Sole	2025-10-16
2025-06-30	$985,825	3,160	+48.2%	Shares	Sole	2025-07-22
2025-03-31	$1,116,635	2,132	-6.3%	Shares	Sole	2025-05-21
2024-12-31	$1,150,831	2,275	-3.9%	Shares	Sole	2025-04-21
2024-09-30	$1,383,937	2,367	+0.3%	Shares	Sole	2025-01-08
2024-06-30	$1,201,343	2,359	-6.7%	Shares	Sole	2024-07-19
2024-03-31	$1,250,601	2,528	-11.8%	Shares	Sole	2024-04-22
2023-12-31	$1,508,336	2,865	+6.8%	Shares	Sole	2024-01-18
2023-09-30	$1,352,741	2,683	-1.4%	Shares	Sole	2023-10-11
2023-06-30	$1,308,301	2,722	-0.2%	Shares	Sole	2023-07-17
2023-03-31	$1,289,224	2,728	+4.9%	Shares	Sole	2023-04-12
2022-12-31	$1,378,467	2,600	-0.1%	Shares	Sole	2023-01-12
2022-09-30	$1,314,113	2,602	+10.5%	Shares	Sole	2023-01-12
2022-06-30	$1,209,084	2,354	+0.1%	Shares	Sole	2023-01-12
2022-03-31	$1,198,938	2,351	+28.3%	Shares	Defined	2022-05-02
2021-03-31	$681,632	1,832	+15.1%	Shares	Defined	2021-05-27
2020-12-31	$558,282	1,592	—	Shares	Defined	2021-02-16
No filing history on record for this holder in this stock.