RESOURCES MANAGEMENT CORP /CT/ /ADV
Position in UNH — Unitedhealth Group Inc
CIK 749044
WEST HARTFORD, CT
Position in UNH
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,288,048
+$1,136,587 QoQ
Shares Held
7,911
-0.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.45%
of 13F equity value
Holder Rank
#1,162
of 3,340 holders
Holding Since
Mar 2020
26 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, 2026RESOURCES MANAGEMENT CORP /CT/ /ADV holds $6,638,586 across 2 Healthcare Plans names. UNH ranks #2 (49.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVS |
CVS HEALTH Corp
|
32,388 | $3,350,538 | |
| 2 | UNH |
Unitedhealth Group Inc
This page
|
7,911 | $3,288,048 |
All Filings in UNH
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,288,048 | 7,911 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $2,151,461 | 7,951 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,673,891 | 8,100 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $3,048,308 | 8,828 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $4,271,493 | 13,692 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $7,868,820 | 15,024 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $7,477,116 | 14,781 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $7,986,728 | 13,660 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $7,047,649 | 13,839 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $6,567,637 | 13,276 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $6,330,801 | 12,025 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $6,051,288 | 12,002 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $5,915,236 | 12,307 | Shares | Sole | 2023-08-16 | |
| 2023-03-31 | $3,208,413 | 6,789 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $6,161,751 | 11,622 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $5,858,969 | 11,601 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $5,969,921 | 11,623 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $5,941,660 | 11,651 | Shares | Sole | 2022-05-20 | |
| 2021-12-31 | $5,832,356 | 11,615 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $4,527,504 | 11,587 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $4,673,134 | 11,670 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $4,349,126 | 11,689 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $4,086,474 | 11,653 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $3,690,733 | 11,838 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $3,478,345 | 11,793 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $2,947,422 | 11,819 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||