MARSHALL INVESTMENT MANAGEMENT, LLC
Position in UNH — Unitedhealth Group Inc
CIK 2022427
LITTLETON, CO
Position in UNH
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$11,222
+$3,917 QoQ
Shares Held
27
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#3,297
of 3,349 holders
Holding Since
Dec 2024
4 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, 2026MARSHALL INVESTMENT MANAGEMENT, LLC holds $398,371 across 3 Healthcare Plans names. UNH ranks #2 (2.8% of the industry book) .
All Filings in UNH
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,222 | 27 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $7,305 | 27 | Shares | Sole | 2026-05-08 | |
| 2025-03-31 | $15,712 | 30 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $25,798 | 51 | Shares | Sole | 2025-02-04 | |
| No filing history on record for this holder in this stock. | ||||||