MJT & Associates Financial Advisory Group, Inc.
Position in UNH — Unitedhealth Group Inc
CIK 2065777
MONTEVICEO, MN
Position in UNH
as of Jun 30, 2026
· filed Jul 6, 2026
Position Value
$135,079
+$47,138 QoQ
Shares Held
325
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.05%
of 13F equity value
Holder Rank
#3,107
of 3,353 holders
Holding Since
Mar 2025
6 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, 2026MJT & Associates Financial Advisory Group, Inc. holds $137,399 across 2 Healthcare Plans names. UNH ranks #1 (98.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
This page
|
325 | $135,079 | |
| 2 | ELV |
Elevance Health, Inc.
|
6 | $2,320 |
All Filings in UNH
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $135,079 | 325 | Shares | Sole | 2026-07-06 | |
| 2026-03-31 | $87,941 | 325 | Shares | Sole | 2026-04-02 | |
| 2025-12-31 | $107,285 | 325 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $112,222 | 325 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $77,992 | 250 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $130,937 | 250 | Shares | Sole | 2025-05-07 | |
| No filing history on record for this holder in this stock. | ||||||