Glass Jacobson Investment Advisors llc
Position in UNH — Unitedhealth Group Inc
CIK 1964394
OWINGS MILLS, MD
Position in UNH
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$87,697
+$30,603 QoQ
Shares Held
211
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#3,160
of 3,349 holders
Holding Since
Dec 2022
14 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, 2026Glass Jacobson Investment Advisors llc holds $221,854 across 4 Healthcare Plans names. UNH ranks #2 (39.5% of the industry book) .
All Filings in UNH
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $87,697 | 211 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $57,094 | 211 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $46,215 | 140 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $48,342 | 140 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $38,372 | 123 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $35,615 | 68 | Shares | Sole | 2025-04-01 | |
| 2024-12-31 | $34,398 | 68 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $54,959 | 94 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $47,870 | 94 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $46,501 | 94 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $74,758 | 142 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $73,611 | 146 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $47,102 | 98 | Shares | Sole | 2023-07-25 | |
| 2022-12-31 | $51,957 | 98 | Shares | Sole | 2023-02-06 | |
| No filing history on record for this holder in this stock. | ||||||