MONTAG A & ASSOCIATES INC

Position in UNH — Unitedhealth Group Inc

CIK 829407 ATLANTA, GA

Position in UNH

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$3,650,893

+$1,271,866 QoQ

Shares Held

8,784

-0.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.22%

of 13F equity value

Holder Rank

#1,114

of 3,349 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

MONTAG A & ASSOCIATES INC holds $5,078,169 across 5 Healthcare Plans names. UNH ranks #1 (71.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc This page	8,784	$3,650,893
2	CVS	CVS HEALTH Corp	11,418	$1,181,192
3	CI	Cigna Group	649	$178,916
4	HUM	Humana Inc	99	$39,324
5	ELV	Elevance Health, Inc.	72	$27,844

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,650,893	8,784	-0.1%	Shares	Sole	2026-08-05
2026-03-31	$2,379,027	8,792	-2.8%	Shares	Sole	2026-04-29
2025-12-31	$2,986,505	9,047	-11.8%	Shares	Sole	2026-02-02
2025-09-30	$3,541,396	10,256	-5.8%	Shares	Sole	2025-11-12
2025-06-30	$3,396,729	10,888	+6.4%	Shares	Sole	2025-08-07
2025-03-31	$5,357,962	10,230	-10.2%	Shares	Sole	2025-05-05
2024-12-31	$5,764,780	11,396	-0.0%	Shares	Sole	2025-01-30
2024-09-30	$6,664,767	11,399	+2.4%	Shares	Sole	2024-11-05
2024-06-30	$5,669,082	11,132	-1.3%	Shares	Sole	2024-07-31
2024-03-31	$5,580,710	11,281	+1.8%	Shares	Sole	2024-05-07
2023-12-31	$5,835,919	11,085	+0.0%	Shares	Sole	2024-02-07
2023-09-30	$5,587,937	11,083	-0.4%	Shares	Sole	2023-11-09
2023-06-30	$5,349,042	11,129	-15.8%	Shares	Sole	2023-08-09
2023-03-31	$6,246,222	13,217	-9.6%	Shares	Sole	2023-05-11
2022-12-31	$7,750,701	14,619	+7.1%	Shares	Sole	2023-02-02
2022-09-30	$6,895,311	13,653	-1.6%	Shares	Sole	2022-11-09
2022-06-30	$7,128,157	13,878	+1.1%	Shares	Sole	2022-08-10
2022-03-31	$6,999,848	13,726	-0.7%	Shares	Sole	2022-05-02
2021-12-31	$6,941,583	13,824	+10.1%	Shares	Sole	2022-02-09
2021-09-30	$4,905,349	12,554	-0.8%	Shares	Sole	2021-11-08
2021-06-30	$5,066,366	12,652	-2.3%	Shares	Sole	2021-08-03
2021-03-31	$4,816,446	12,945	+1.8%	Shares	Sole	2021-05-14
2020-12-31	$4,459,948	12,718	+4.8%	Shares	Sole	2021-02-12
2020-09-30	$3,782,705	12,133	-1.3%	Shares	Sole	2020-11-12
2020-06-30	$3,626,705	12,296	+0.1%	Shares	Sole	2020-08-04
2020-03-31	$3,063,633	12,285	—	Shares	Sole	2020-05-06
No filing history on record for this holder in this stock.