CLIFFORD SWAN INVESTMENT COUNSEL LLC

Position in UNH — Unitedhealth Group Inc

CIK 1034642 PASADENA, CA

Position in UNH

as of Jun 30, 2026 · filed Aug 20, 2026 Compact

Position Value

$42,611,634

+$12,480,897 QoQ

Shares Held

102,523

-7.9% QoQ

Ownership

0.011%

of shares outstanding

% of Portfolio

1.42%

of 13F equity value

Holder Rank

#398

of 3,349 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 70% Shared 0% None 30%

Healthcare · as of Jun 30, 2026

CLIFFORD SWAN INVESTMENT COUNSEL LLC holds $43,141,380 across 3 Healthcare Plans names. UNH ranks #1 (98.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc This page	102,523	$42,611,634
2	CVS	CVS HEALTH Corp	2,861	$295,970
3	CI	Cigna Group	848	$233,776

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$42,611,634	102,523	-7.9%	Shares	Other	2026-08-20
2026-03-31	$30,130,737	111,352	+2.3%	Shares	Other	2026-05-06
2025-12-31	$35,943,697	108,884	-7.5%	Shares	Other	2026-02-11
2025-09-30	$40,652,514	117,731	+10.0%	Shares	Other	2025-11-12
2025-06-30	$33,384,533	107,012	+86.0%	Shares	Other	2025-07-30
2025-03-31	$30,125,052	57,518	+15.0%	Shares	Other	2025-05-06
2024-12-31	$25,302,611	50,019	-3.9%	Shares	Sole	2025-02-05
2024-09-30	$30,439,609	52,062	+3.6%	Shares	Other	2024-11-14
2024-06-30	$25,599,481	50,268	+4.9%	Shares	Other	2024-08-07
2024-03-31	$23,715,917	47,940	+8.0%	Shares	Other	2024-04-17
2023-12-31	$23,374,215	44,398	+1.4%	Shares	Sole	2024-02-06
2023-09-30	$22,071,925	43,777	+2.4%	Shares	Sole	2023-11-13
2023-06-30	$20,555,050	42,766	+4.4%	Shares	Sole	2023-08-04
2023-03-31	$19,350,197	40,945	+9.4%	Shares	Sole	2023-05-05
2022-12-31	$19,847,818	37,436	+1.0%	Shares	Sole	2023-02-03
2022-09-30	$18,718,297	37,063	-0.0%	Shares	Sole	2022-11-07
2022-06-30	$19,037,182	37,064	+4.4%	Shares	Sole	2022-08-04
2022-03-31	$18,104,954	35,502	+10.5%	Shares	Sole	2022-05-03
2021-12-31	$16,131,247	32,125	-1.5%	Shares	Sole	2022-02-11
2021-09-30	$12,747,111	32,623	+0.8%	Shares	Sole	2021-11-02
2021-06-30	$12,966,247	32,380	-2.4%	Shares	Sole	2021-08-05
2021-03-31	$12,345,282	33,180	+9.0%	Shares	Sole	2021-05-07
2020-12-31	$10,678,907	30,452	-7.8%	Shares	Sole	2021-02-11
2020-09-30	$10,302,127	33,044	-7.6%	Shares	Sole	2020-10-30
2020-06-30	$10,545,937	35,755	+1.4%	Shares	Sole	2020-08-06
2020-03-31	$8,795,383	35,269	—	Shares	Sole	2020-04-09
No filing history on record for this holder in this stock.