JACKSON THORNTON WEALTH MANAGEMENT, LLC
Position in UNH — Unitedhealth Group Inc
CIK 1903880
MONTGOMERY, AL
Position in UNH
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,016,630
+$608,582 QoQ
Shares Held
2,446
+62.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.48%
of 13F equity value
Holder Rank
#1,809
of 3,353 holders
Holding Since
Mar 2022
16 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in UNH Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026JACKSON THORNTON WEALTH MANAGEMENT, LLC holds $3,815,448 across 5 Healthcare Plans names. UNH ranks #2 (26.6% of the industry book) .
All Filings in UNH
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,016,630 | 2,446 | Shares | Other | 2026-08-06 | |
| 2026-03-31 | $408,048 | 1,508 | Shares | Other | 2026-04-29 | |
| 2025-12-31 | $543,690 | 1,647 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $602,893 | 1,746 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $355,333 | 1,139 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $425,808 | 813 | Shares | Other | 2025-04-29 | |
| 2024-12-31 | $256,470 | 507 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $231,532 | 396 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $201,666 | 396 | Shares | Other | 2024-11-07 | |
| 2024-03-31 | $213,215 | 431 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $245,335 | 466 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $202,179 | 401 | Shares | Other | 2023-11-07 | |
| 2022-12-31 | $226,386 | 427 | Shares | Other | 2023-02-14 | |
| 2022-09-30 | $246,459 | 488 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $239,865 | 467 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $223,876 | 439 | Shares | Sole | 2022-05-12 | |
| No filing history on record for this holder in this stock. | ||||||