JAMISON PRIVATE WEALTH MANAGEMENT, INC.
Position in UNH — Unitedhealth Group Inc
CIK 2006637
MILTON, GA
Position in UNH
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$1,731,930
+$659,853 QoQ
Shares Held
4,167
+5.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#1,484
of 3,349 holders
Holding Since
Sep 2023
12 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, 2026JAMISON PRIVATE WEALTH MANAGEMENT, INC. holds $2,159,266 across 2 Healthcare Plans names. UNH ranks #1 (80.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
This page
|
4,167 | $1,731,930 | |
| 2 | ELV |
Elevance Health, Inc.
|
1,105 | $427,336 |
All Filings in UNH
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,731,930 | 4,167 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $1,072,077 | 3,962 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $1,486,815 | 4,504 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $1,461,309 | 4,232 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $775,557 | 2,486 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $706,015 | 1,348 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $693,534 | 1,371 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $716,233 | 1,225 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $536,760 | 1,054 | Shares | Sole | 2024-07-11 | |
| 2024-03-31 | $447,703 | 905 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $388,008 | 737 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $357,974 | 710 | Shares | Sole | 2024-01-05 | |
| No filing history on record for this holder in this stock. | ||||||