Congress Holdings

Most held

UNH

UnitedHealth Group Incorporated Common Stock

Listed by 19 members on their latest annual reports (30 rows: one member can hold it in several accounts or through a spouse).

Each row is as of the date its report was filed, not live, and links to the page of the filing it came from.

Sorted by the lower bound of the disclosed value band, largest band first, then by member.

MemberOwnerAs printed on the filingValue bandAs of
Thomas H. Kean, Jr. NJ-7 Member Kean Family Partnership ⇒ UnitedHealth Group Incorporated Common Stock (UNH) ST $250,001 - $500,000 August 13, 2026
filing 10075136, p. 5
Debbie Dingell MI-6 Member Morgan Stanley Smith Barney LLC Brokerage Account ⇒ UnitedHealth Group Incorporated (UNH) ST $100,001 - $250,000 May 15, 2026
filing 10075123, p. 6
Thomas H. Kean, Jr. NJ-7 Member State Street Bank & Trust Co. SP ⇒ UnitedHealth Group Incorporated Common Stock (UNH) ST $100,001 - $250,000 August 13, 2026
filing 10075136, p. 11
Carol D. Miller WV-1 Spouse United Bank Brokerage Account ⇒ UnitedHealth Group Incorporated Common Stock (UNH) ST $100,001 - $250,000 August 13, 2026
filing 10076025, p. 8
Scott Franklin FL-18 Member Fidelity Traditional IRA ⇒ UnitedHealth Group Incorporated Common Stock (UNH) ST $50,001 - $100,000 August 10, 2026
filing 10077449, p. 10
Kevin Hern OK-1 Joint Hern Family Foundation ⇒ UnitedHealth Group Incorporated Common Stock (UNH) ST $50,001 - $100,000 June 25, 2026
filing 10075834, p. 9
Gilbert Ray Cisneros, Jr. CA-31 Member 150 Main Street Trust ⇒ Bank of America ⇒ UnitedHealth Group Incorporated Common Stock (UNH) ST $15,001 - $50,000 August 13, 2026
filing 10074952, p. 35
Julie Johnson TX-32 Joint Merrill Lynch Tax Efficient Core ⇒ UnitedHealth Group Incorporated Common Stock (UNH) ST $15,001 - $50,000 August 13, 2026
filing 10075196, p. 30
Thomas H. Kean, Jr. NJ-7 Member State Street Bank & Trust Co. ⇒ UnitedHealth Group Incorporated Common Stock (UNH) ST $15,001 - $50,000 August 13, 2026
filing 10075136, p. 10
David J. Taylor OH-2 Member Dave's IRA @ Schwab (Home Grown) ⇒ UnitedHealth Group Incorporated Common Stock (UNH) ST $15,001 - $50,000 May 15, 2026
filing 10075596, p. 4
David J. Taylor OH-2 Member David Taylor Trust ⇒ Schwab Joint Brokerage #2 - (Non- Managed) ⇒ UnitedHealth Group Incorporated Common Stock (UNH) ST $15,001 - $50,000 May 15, 2026
filing 10075596, p. 8
Robert B. Aderholt AL-4 Member Robert B Aderholt - Individual TOD ⇒ UnitedHealth Group Incorporated Common Stock (UNH) ST $1,001 - $15,000 August 13, 2026
filing 10078366, p. 11
Robert P. Bresnahan, Jr. PA-8 Member RPB Ventures LLC ⇒ LPL Account ⇒ UnitedHealth Group Incorporated Common Stock (UNH) ST $1,001 - $15,000 August 13, 2026
filing 10075331, p. 46
Scott Franklin FL-18 Member Fidelity Roth IRA ⇒ UnitedHealth Group Incorporated Common Stock (UNH) ST $1,001 - $15,000 August 10, 2026
filing 10077449, p. 7
Scott Franklin FL-18 Spouse Fidelity Roth IRA ⇒ UnitedHealth Group Incorporated Common Stock (UNH) ST $1,001 - $15,000 August 10, 2026
filing 10077449, p. 7
Mark Harris NC-8 Joint UnitedHealth Group Incorporated Common Stock (UNH) ST $1,001 - $15,000 May 14, 2026
filing 10076282, p. 17
Mark Harris NC-8 Member UnitedHealth Group Incorporated Common Stock (UNH) ST $1,001 - $15,000 May 14, 2026
filing 10076282, p. 17
David P. Joyce OH-14 Member Rollover ⇒ UnitedHealth Group Incorporated Common Stock (UNH) ST $1,001 - $15,000 August 13, 2026
filing 10078592, p. 14
David P. Joyce OH-14 Member Rollover ⇒ UnitedHealth Group Incorporated Common Stock (UNH) ST $1,001 - $15,000 August 13, 2026
filing 10078592, p. 14
Lucy McBath GA-6 Spouse Curtis - Fidelity Brokerage #2 ⇒ UnitedHealth Group Incorporated Common Stock (UNH) ST $1,001 - $15,000 September 11, 2026
filing 10074842, p. 13
Lucy McBath GA-6 Spouse Curtis - Fidelity Rollover IRA ⇒ UnitedHealth Group Incorporated Common Stock (UNH) ST $1,001 - $15,000 September 11, 2026
filing 10074842, p. 28
Lucy McBath GA-6 Member Lucy - Fidelity Rollover IRA ⇒ UnitedHealth Group Incorporated Common Stock (UNH) ST $1,001 - $15,000 September 11, 2026
filing 10074842, p. 39
Richard McCormick GA-7 Member Growth Partners IRA ⇒ UnitedHealth Group Incorporated Common Stock (UNH) ST $1,001 - $15,000 July 29, 2026
filing 10075846, p. 4
Richard McCormick GA-7 Member Growth Partners Roth IRA ⇒ UnitedHealth Group Incorporated Common Stock (UNH) ST $1,001 - $15,000 July 29, 2026
filing 10075846, p. 6
Jared Moskowitz FL-23 Member Morgan Stanley Active Assets (2) ⇒ UnitedHealth Group Incorporated Common Stock (UNH) ST $1,001 - $15,000 August 13, 2026
filing 10074897, p. 13
Dan Newhouse WA-4 Spouse Edward Jones IRA ⇒ UnitedHealth Group Incorporated Common Stock (UNH) ST $1,001 - $15,000 May 15, 2026
filing 10078107, p. 10
Michael A. Rulli OH-6 Member Merrill Lynch SIMPLE Managed Account ⇒ UnitedHealth Group Incorporated Common Stock (UNH) ST $1,001 - $15,000 August 11, 2026
filing 10081567, p. 8
David J. Taylor OH-2 Member David Taylor Trust ⇒ Schwab Joint Brokerage #1 (Home Grown) ⇒ UnitedHealth Group Incorporated Common Stock (UNH) ST $1,001 - $15,000 May 15, 2026
filing 10075596, p. 7
Robert J. Wittman VA-1 Member Morgan Stanley (JT) ⇒ UnitedHealth Group Incorporated Common Stock (UNH) ST $1,001 - $15,000 August 12, 2026
filing 10077609, p. 6
William R. Keating MA-9 Member Focus Partners IRA ⇒ UnitedHealth Group Incorporated Common Stock (UNH) ST $1 - $1,000 July 14, 2026
filing 10078334, p. 9

Not counted: 3 more members list it valued “None”, the category for no value at the end of the period: Greg Landsman, Harriet M. Hageman, Tim Moore.

How the count is made: see Most held.