Allen Mooney & Barnes Investment Advisors LLC

Position in UNH — Unitedhealth Group Inc

CIK 2001461 Thomasville, GA

Position in UNH

as of Jun 30, 2026 · filed Jul 13, 2026 Compact

Position Value

$20,560,800

+$6,426,261 QoQ

Shares Held

49,469

-5.3% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

3.55%

of 13F equity value

Holder Rank

#543

of 3,353 holders

Holding Since

Mar 2022

18 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

Allen Mooney & Barnes Investment Advisors LLC holds $38,504,298 across 2 Healthcare Plans names. UNH ranks #1 (53.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	UNH	Unitedhealth Group Inc This page	49,469	$20,560,800
2	ELV	Elevance Health, Inc.	46,398	$17,943,498

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$20,560,800	49,469	-5.3%	Shares	Sole	2026-07-13
2026-03-31	$14,134,539	52,236	+4.5%	Shares	Sole	2026-04-13
2025-12-31	$16,498,237	49,978	-1.7%	Shares	Sole	2026-01-21
2025-09-30	$17,554,016	50,837	+23.8%	Shares	Sole	2025-10-15
2025-06-30	$12,810,112	41,062	+79.2%	Shares	Sole	2025-07-08
2025-03-31	$11,999,636	22,911	+6.7%	Shares	Sole	2025-04-16
2024-12-31	$10,858,790	21,466	-0.0%	Shares	Sole	2025-01-14
2024-09-30	$12,552,494	21,469	-2.8%	Shares	Sole	2024-10-15
2024-06-30	$11,249,044	22,089	+0.6%	Shares	Sole	2024-07-12
2024-03-31	$10,862,127	21,957	+0.7%	Shares	Sole	2024-04-12
2023-12-31	$11,480,204	21,806	-0.5%	Shares	Sole	2024-01-22
2023-09-30	$11,046,298	21,909	+5.9%	Shares	Sole	2023-11-21
2023-06-30	$9,940,115	20,681	+0.1%	Shares	Sole	2024-05-23
2023-03-31	$9,763,709	20,660	+1.4%	Shares	Sole	2024-05-23
2022-12-31	$10,798,176	20,367	+2.7%	Shares	Sole	2024-05-23
2022-09-30	$10,019,993	19,840	-15.7%	Shares	Sole	2024-05-23
2022-06-30	$12,089,822	23,538	+8.0%	Shares	Sole	2024-05-23
2022-03-31	$11,117,346	21,800	—	Shares	Sole	2024-05-23
No filing history on record for this holder in this stock.