OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC
Position in UNH — Unitedhealth Group Inc
CIK 1005607
SAN FRANCISCO, CA
Position in UNH
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$10,840,877
+$3,803,643 QoQ
Shares Held
26,083
+0.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.95%
of 13F equity value
Holder Rank
#718
of 3,349 holders
Holding Since
Jun 2024
7 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in UNH Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC holds $23,390,517 across 3 Healthcare Plans names. UNH ranks #2 (46.3% of the industry book) .
All Filings in UNH
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,840,877 | 26,083 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $7,037,234 | 26,007 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $8,253,410 | 25,002 | Shares | Sole | 2026-01-27 | |
| 2025-03-31 | $558,317 | 1,066 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $526,094 | 1,040 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $644,317 | 1,102 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $565,278 | 1,110 | Shares | Sole | 2024-07-22 | |
| No filing history on record for this holder in this stock. | ||||||