Position in UNH
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$19,118
+$8,295 QoQ
Shares Held
46
+15.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#3,276
of 3,349 holders
Holding Since
Dec 2021
9 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, 2026Morton Brown Family Wealth, LLC holds $30,224 across 3 Healthcare Plans names. UNH ranks #1 (63.3% of the industry book) .
All Filings in UNH
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $19,118 | 46 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $10,823 | 40 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $7,262 | 22 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $5,870 | 17 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $9,671 | 31 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $7,332 | 14 | Shares | Sole | 2025-04-25 | |
| 2023-12-31 | $1,579 | 3 | Shares | Sole | 2024-01-29 | |
| 2023-03-31 | $2,362 | 5 | Shares | Sole | 2023-04-26 | |
| 2021-12-31 | $11,549 | 23 | Shares | Sole | 2022-02-11 | |
| No filing history on record for this holder in this stock. | ||||||