McGlone Suttner Wealth Management, Inc.

Position in UNH — Unitedhealth Group Inc

CIK 1964819 APPLETON, WI

Position in UNH

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$539,072

+$201,376 QoQ

Shares Held

1,297

+3.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.38%

of 13F equity value

Holder Rank

#2,259

of 3,349 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

McGlone Suttner Wealth Management, Inc. holds $797,659 across 2 Healthcare Plans names. UNH ranks #1 (67.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	UNH	Unitedhealth Group Inc This page	1,297	$539,072
2	CI	Cigna Group	938	$258,587

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$539,072	1,297	+3.9%	Shares	Sole	2026-07-21
2026-03-31	$337,696	1,248	+5.9%	Shares	Sole	2026-04-21
2025-12-31	$389,199	1,179	-30.4%	Shares	Sole	2026-01-15
2025-09-30	$585,283	1,695	+35.1%	Shares	Sole	2025-10-20
2025-06-30	$391,522	1,255	-42.5%	Shares	Sole	2025-07-14
2025-03-31	$1,142,298	2,181	+58.6%	Shares	Sole	2025-04-29
2024-12-31	$695,557	1,375	-13.7%	Shares	Sole	2025-01-21
2024-09-30	$931,979	1,594	+28.0%	Shares	Sole	2024-10-10
2024-06-30	$634,028	1,245	+1.1%	Shares	Sole	2024-07-18
2024-03-31	$609,470	1,232	-1.0%	Shares	Sole	2024-04-18
2023-12-31	$655,455	1,245	+2.7%	Shares	Sole	2024-01-18
2023-09-30	$611,078	1,212	+0.7%	Shares	Sole	2023-10-19
2023-06-30	$578,209	1,203	+8.1%	Shares	Sole	2023-07-25
2023-03-31	$525,992	1,113	+4.3%	Shares	Sole	2023-04-20
2022-12-31	$565,702	1,067	—	Shares	Sole	2023-02-09
No filing history on record for this holder in this stock.