BRADLEY FOSTER & SARGENT INC/CT

Position in UNH — Unitedhealth Group Inc

CIK 1015086 HARTFORD, CT

Position in UNH

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$8,389,907

+$2,816,024 QoQ

Shares Held

20,186

-2.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#795

of 3,349 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 97% Shared 0% None 3%

Healthcare · as of Jun 30, 2026

BRADLEY FOSTER & SARGENT INC/CT holds $16,368,681 across 3 Healthcare Plans names. UNH ranks #1 (51.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc This page	20,186	$8,389,907
2	CI	Cigna Group	18,178	$5,011,311
3	CVS	CVS HEALTH Corp	28,685	$2,967,463

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$8,389,907	20,186	-2.0%	Shares	Sole	2026-08-14
2026-03-31	$5,573,883	20,599	-34.3%	Shares	Sole	2026-05-15
2025-12-31	$10,349,938	31,353	+1.7%	Shares	Sole	2026-02-12
2025-09-30	$10,641,455	30,818	-49.0%	Shares	Sole	2025-11-10
2025-06-30	$18,869,193	60,484	-62.5%	Shares	Sole	2025-08-11
2025-03-31	$84,470,923	161,281	-21.7%	Shares	Sole	2025-05-13
2024-12-31	$104,201,595	205,989	+1.1%	Shares	Sole	2025-02-03
2024-09-30	$119,111,594	203,721	+2.2%	Shares	Sole	2024-11-04
2024-06-30	$101,537,277	199,382	+36.3%	Shares	Sole	2024-08-09
2024-03-31	$72,366,200	146,283	-2.2%	Shares	Sole	2024-05-15
2023-12-31	$78,725,691	149,535	+7.3%	Shares	Sole	2024-02-14
2023-09-30	$70,245,263	139,323	0.0%	Shares	Sole	2023-11-13
2023-06-30	$66,964,206	139,323	+5.5%	Shares	Sole	2023-08-08
2023-03-31	$62,438,118	132,119	+0.9%	Shares	Sole	2023-05-08
2022-12-31	$69,429,191	130,954	+0.9%	Shares	Sole	2023-02-14
2022-09-30	$65,574,393	129,840	+1.2%	Shares	Sole	2022-11-14
2022-06-30	$65,911,056	128,324	+3.2%	Shares	Sole	2022-08-11
2022-03-31	$63,428,028	124,376	+4.0%	Shares	Sole	2022-05-16
2021-12-31	$60,054,437	119,597	+7.0%	Shares	Sole	2022-03-11
2021-09-30	$43,656,598	111,728	-0.1%	Shares	Sole	2021-11-10
2021-06-30	$44,799,225	111,875	+1.9%	Shares	Sole	2021-08-19
2021-03-31	$40,844,728	109,777	+17.4%	Shares	Sole	2021-04-26
2020-12-31	$32,792,086	93,510	+0.7%	Shares	Sole	2021-02-11
2020-09-30	$28,955,326	92,874	+1.9%	Shares	Sole	2020-10-26
2020-03-31	$22,733,730	91,161	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.