Position in UNH
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$416,876
+$185,799 QoQ
Shares Held
1,003
+43.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
#2,440
of 3,349 holders
Holding Since
Dec 2025
2 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, 2026JMN Financial LLC holds $1,009,831 across 3 Healthcare Plans names. UNH ranks #1 (41.3% of the industry book) .
All Filings in UNH
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $416,876 | 1,003 | Shares | Sole | 2026-08-10 | |
| 2025-12-31 | $231,077 | 700 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||