Burns Matteson Capital Management, LLC
Position in UNH — Unitedhealth Group Inc
CIK 1894164
CORNING, NY
Position in UNH
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$860,354
+$357,598 QoQ
Shares Held
2,070
+11.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.48%
of 13F equity value
Holder Rank
#1,924
of 3,349 holders
Holding Since
Sep 2021
6 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, 2026Burns Matteson Capital Management, LLC holds $4,751,923 across 6 Healthcare Plans names. UNH ranks #2 (18.1% of the industry book) .
All Filings in UNH
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $860,354 | 2,070 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $502,756 | 1,858 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,129,869 | 6,452 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $2,768,270 | 8,017 | Shares | Sole | 2025-10-16 | |
| 2023-03-31 | $207,939 | 440 | Shares | Sole | 2023-12-12 | |
| 2021-09-30 | $212,562 | 544 | Shares | Sole | 2023-12-12 | |
| No filing history on record for this holder in this stock. | ||||||