Position in UNH
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,664,598
+$646,639 QoQ
Shares Held
4,005
+6.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.54%
of 13F equity value
Holder Rank
#1,507
of 3,349 holders
Holding Since
Dec 2020
23 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, 2026MJP ASSOCIATES INC /ADV holds $1,901,808 across 2 Healthcare Plans names. UNH ranks #1 (87.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
This page
|
4,005 | $1,664,598 | |
| 2 | CVS |
CVS HEALTH Corp
|
2,293 | $237,210 |
All Filings in UNH
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,664,598 | 4,005 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $1,017,959 | 3,762 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $900,540 | 2,728 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $762,422 | 2,208 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $528,165 | 1,693 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $938,560 | 1,792 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $1,175,618 | 2,324 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,463,454 | 2,503 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,315,927 | 2,584 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $1,232,297 | 2,491 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $1,029,248 | 1,955 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $1,637,104 | 3,247 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $1,432,307 | 2,980 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $1,286,389 | 2,722 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $1,401,265 | 2,643 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $1,326,235 | 2,626 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $1,324,651 | 2,579 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $1,346,320 | 2,640 | Shares | Sole | 2022-04-19 | |
| 2021-12-31 | $1,411,515 | 2,811 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $1,246,460 | 3,190 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $1,232,554 | 3,078 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $1,135,929 | 3,053 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $982,605 | 2,802 | Shares | Sole | 2021-01-27 | |
| No filing history on record for this holder in this stock. | ||||||