Position in UNH
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$263,925
+$53,638 QoQ
Shares Held
635
+4.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#2,822
of 3,349 holders
Holding Since
Dec 2021
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, 2026CJM Wealth Advisers, Ltd. holds $473,717 across 2 Healthcare Plans names. UNH ranks #1 (55.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
This page
|
635 | $263,925 | |
| 2 | CI |
Cigna Group
|
761 | $209,792 |
All Filings in UNH
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $263,925 | 635 | Shares | Sole | 2026-07-17 | |
| 2025-09-30 | $210,287 | 609 | Shares | Sole | 2025-10-14 | |
| 2025-03-31 | $326,820 | 624 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $315,656 | 624 | Shares | Sole | 2025-01-10 | |
| 2024-09-30 | $364,840 | 624 | Shares | Sole | 2024-10-03 | |
| 2024-06-30 | $299,954 | 589 | Shares | Sole | 2024-07-09 | |
| 2024-03-31 | $298,798 | 604 | Shares | Sole | 2024-04-09 | |
| 2023-12-31 | $321,146 | 610 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $304,530 | 604 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $290,306 | 604 | Shares | Sole | 2023-09-15 | |
| 2023-03-31 | $285,444 | 604 | Shares | Sole | 2023-09-15 | |
| 2022-12-31 | $376,957 | 711 | Shares | Sole | 2023-09-15 | |
| 2022-09-30 | $359,083 | 711 | Shares | Sole | 2023-09-15 | |
| 2022-06-30 | $354,404 | 690 | Shares | Sole | 2023-09-15 | |
| 2022-03-31 | $351,879 | 690 | Shares | Sole | 2023-09-15 | |
| 2021-12-31 | $346,476 | 690 | Shares | Sole | 2023-09-15 | |
| No filing history on record for this holder in this stock. | ||||||