Hennion & Walsh Asset Management, Inc.
Position in UNH — Unitedhealth Group Inc
CIK 1861642
Parsippany, NJ
Position in UNH
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$6,090,226
+$2,100,918 QoQ
Shares Held
14,653
-0.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#904
of 3,349 holders
Holding Since
Mar 2021
22 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, 2026Hennion & Walsh Asset Management, Inc. holds $7,849,496 across 2 Healthcare Plans names. UNH ranks #1 (77.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
This page
|
14,653 | $6,090,226 | |
| 2 | CVS |
CVS HEALTH Corp
|
17,006 | $1,759,270 |
All Filings in UNH
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,090,226 | 14,653 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $3,989,308 | 14,743 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $4,676,338 | 14,166 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $5,142,207 | 14,892 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $4,472,713 | 14,337 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $6,842,793 | 13,065 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $6,466,914 | 12,784 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $6,499,302 | 11,116 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $5,072,229 | 9,960 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $4,292,511 | 8,677 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $4,172,801 | 7,926 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $4,305,278 | 8,539 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $5,390,858 | 11,216 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $6,497,167 | 13,748 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $8,888,997 | 16,766 | Shares | Sole | 2023-01-12 | |
| 2022-09-30 | $8,618,507 | 17,065 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $9,197,572 | 17,907 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $8,278,343 | 16,233 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $7,979,004 | 15,890 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $5,394,947 | 13,807 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $4,632,289 | 11,568 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $4,710,406 | 12,660 | Shares | Sole | 2021-05-17 | |
| No filing history on record for this holder in this stock. | ||||||