VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.

Position in UNH — Unitedhealth Group Inc

CIK 1021642 HOUSTON, TX

Position in UNH

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$856,197

+$131,016 QoQ

Shares Held

2,060

-23.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#1,930

of 3,349 holders

Holding Since

Mar 2020

17 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. holds $2,618,467 across 2 Healthcare Plans names. UNH ranks #2 (32.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	CVS	CVS HEALTH Corp	17,035	$1,762,270
2	UNH	Unitedhealth Group Inc This page	2,060	$856,197

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$856,197	2,060	-23.1%	Shares	Defined	2026-07-16
2026-03-31	$725,181	2,680	+211.6%	Shares	Defined	2026-04-16
2023-12-31	$452,764	860	-12.7%	Shares	Defined	2024-01-25
2023-09-30	$496,627	985	-27.8%	Shares	Defined	2023-11-09
2023-06-30	$656,073	1,365	+11.4%	Shares	Defined	2023-08-03
2023-03-31	$578,922	1,225	+50.3%	Shares	Defined	2023-05-08
2022-12-31	$432,096	815	0.0%	Shares	Defined	2023-01-31
2022-09-30	$411,607	815	-48.7%	Shares	Defined	2022-11-04
2022-06-30	$816,671	1,590	0.0%	Shares	Defined	2022-07-22
2022-03-31	$810,852	1,590	+793.3%	Shares	Defined	2022-05-04
2021-09-30	$69,551	178	-100.0%	Shares	Defined	2021-10-27
2021-06-30	$189,625,957	473,544	-17.1%	Shares	Defined	2021-07-15
2021-03-31	$212,487,313	571,095	+6.3%	Shares	Defined	2021-05-11
2020-12-31	$188,331,288	537,046	-0.4%	Shares	Defined	2021-02-04
2020-09-30	$168,145,040	539,324	+1.2%	Shares	Defined	2020-11-09
2020-06-30	$157,148,177	532,796	-2.9%	Shares	Defined	2020-08-14
2020-03-31	$136,891,163	548,926	—	Shares	Defined	2020-05-14
No filing history on record for this holder in this stock.