Mowery & Schoenfeld Wealth Management, LLC
Position in UNH — Unitedhealth Group Inc
CIK 2019946
LINCOLNSHIRE, IL
Position in UNH
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$5,818
+$2,030 QoQ
Shares Held
14
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#3,315
of 3,349 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UNH Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Mowery & Schoenfeld Wealth Management, LLC holds $613,599 across 3 Healthcare Plans names. UNH ranks #3 (0.9% of the industry book) .
All Filings in UNH
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,818 | 14 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $3,788 | 14 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $100,683 | 305 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $101,863 | 295 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $113,869 | 365 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $206,881 | 395 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $184,638 | 365 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $170,726 | 292 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $148,703 | 292 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $87,067 | 176 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $8,949 | 17 | Shares | Sole | 2024-05-14 | |
| No filing history on record for this holder in this stock. | ||||||