Mason & Associates Inc

Position in UNH — Unitedhealth Group Inc

CIK 1917686 LOS ANGELES, CA

Position in UNH

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$941,817

+$189,036 QoQ

Shares Held

2,266

-18.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.62%

of 13F equity value

Holder Rank

#1,861

of 3,349 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Mason & Associates Inc holds $2,566,607 across 3 Healthcare Plans names. UNH ranks #2 (36.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	OSCR	Oscar Health, Inc.	47,902	$1,366,165
2	UNH	Unitedhealth Group Inc This page	2,266	$941,817
3	CVS	CVS HEALTH Corp	2,500	$258,625

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$941,817	2,266	-18.5%	Shares	Sole	2026-07-23
2026-03-31	$752,781	2,782	-6.6%	Shares	Sole	2026-04-30
2025-12-31	$983,397	2,979	+3.8%	Shares	Sole	2026-02-05
2025-09-30	$990,665	2,869	+3.1%	Shares	Sole	2025-11-07
2025-06-30	$868,524	2,784	-11.6%	Shares	Sole	2025-07-31
2025-03-31	$1,648,765	3,148	-23.2%	Shares	Sole	2025-04-17
2024-12-31	$2,074,531	4,101	+0.4%	Shares	Sole	2025-01-14
2024-09-30	$2,387,833	4,084	-0.5%	Shares	Sole	2024-10-23
2024-06-30	$2,091,021	4,106	+23.0%	Shares	Sole	2024-07-19
2024-03-31	$1,651,308	3,338	+5.1%	Shares	Sole	2024-04-23
2023-12-31	$1,672,595	3,177	-2.6%	Shares	Sole	2024-01-17
2023-09-30	$1,645,171	3,263	+8.4%	Shares	Sole	2023-10-20
2023-06-30	$1,447,207	3,011	+18.9%	Shares	Sole	2023-07-21
2023-03-31	$1,196,597	2,532	-0.6%	Shares	Sole	2023-04-21
2022-12-31	$1,350,368	2,547	+0.2%	Shares	Sole	2023-01-13
2022-09-30	$1,283,811	2,542	+1.3%	Shares	Sole	2022-10-20
2022-06-30	$1,289,211	2,510	0.0%	Shares	Sole	2022-07-26
2022-03-31	$1,280,024	2,510	-11.7%	Shares	Sole	2022-04-19
2021-12-31	$1,426,579	2,841	—	Shares	Sole	2022-03-18
No filing history on record for this holder in this stock.