PGIM Custom Harvest LLC

Position in UNH — Unitedhealth Group Inc

CIK 1845793 NEWARK, NJ

Position in UNH

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$1,897,766

+$667,123 QoQ

Shares Held

4,566

+0.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.62%

of 13F equity value

Holder Rank

#1,432

of 3,349 holders

Holding Since

Dec 2020

19 quarters on record

Voting authority Sole 92% Shared 0% None 8%

Healthcare · as of Jun 30, 2026

PGIM Custom Harvest LLC holds $2,139,085 across 2 Healthcare Plans names. UNH ranks #1 (88.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	UNH	Unitedhealth Group Inc This page	4,566	$1,897,766
2	ELV	Elevance Health, Inc.	624	$241,319

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,897,766	4,566	+0.4%	Shares	Sole	2026-08-13
2026-03-31	$1,230,643	4,548	+0.6%	Shares	Sole	2026-05-13
2025-12-31	$1,492,427	4,521	-1.7%	Shares	Sole	2026-02-17
2025-09-30	$1,588,380	4,600	-12.1%	Shares	Sole	2025-11-14
2025-06-30	$1,632,227	5,232	-6.6%	Shares	Sole	2025-08-13
2025-03-31	$2,933,000	5,600	+47.8%	Shares	Sole	2025-05-14
2024-12-31	$1,916,197	3,788	-31.5%	Shares	Sole	2025-02-13
2024-09-30	$3,233,865	5,531	+1.0%	Shares	Sole	2024-11-14
2024-06-30	$2,788,707	5,476	+511.2%	Shares	Sole	2024-08-14
2024-03-31	$443,251	896	-2.0%	Shares	Sole	2024-05-15
2023-12-31	$481,193	914	+9.9%	Shares	Sole	2024-02-13
2023-09-30	$419,486	832	-25.0%	Shares	Sole	2023-11-13
2023-06-30	$533,510	1,110	-62.9%	Shares	Sole	2023-08-11
2023-03-31	$1,415,407	2,995	-22.4%	Shares	Sole	2023-05-15
2022-12-31	$2,047,555	3,862	+42.8%	Shares	Sole	2023-02-14
2021-09-30	$819,387	2,705	+11.0%	Shares	Other	2021-11-12
2021-06-30	$975,871	2,437	+1.4%	Shares	Other	2021-08-16
2021-03-31	$894,455	2,404	+245.9%	Shares	Other	2021-05-17
2020-12-31	$243,722	695	—	Shares	Other	2021-02-16
No filing history on record for this holder in this stock.