BAR HARBOR WEALTH MANAGEMENT

Position in UNH — Unitedhealth Group Inc

CIK 1035463 CONCORD, NH

Back to UNH Full portfolio

Position in UNH

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$1,009,980

+$345,682 QoQ

Shares Held

2,430

-1.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#1,810

of 3,349 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 95% Shared 0% None 5%

Common Shares in UNH Over Time

Shares Held

Position Value (USD)

Position in Healthcare Plans

Healthcare · as of Jun 30, 2026

BAR HARBOR WEALTH MANAGEMENT holds $1,577,721 across 3 Healthcare Plans names. UNH ranks #1 (64.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc This page	2,430	$1,009,980
2	CI	Cigna Group	1,065	$293,599
3	CVS	CVS HEALTH Corp	2,650	$274,142

All Filings in UNH

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,009,980	2,430	-1.0%	Shares	Defined	2026-07-15
2026-03-31	$664,298	2,455	-37.4%	Shares	Defined	2026-04-17
2025-12-31	$1,295,351	3,924	-35.6%	Shares	Defined	2026-01-22
2025-09-30	$2,104,258	6,094	-41.6%	Shares	Defined	2025-10-15
2025-06-30	$3,254,159	10,431	-3.2%	Shares	Defined	2025-07-23
2025-03-31	$5,643,930	10,776	-8.4%	Shares	Defined	2025-04-16
2024-12-31	$5,952,960	11,768	-6.2%	Shares	Defined	2025-01-13
2024-09-30	$7,334,810	12,545	-1.9%	Shares	Defined	2024-10-16
2024-06-30	$6,514,963	12,793	-0.7%	Shares	Defined	2024-07-17
2024-03-31	$6,374,209	12,885	+1.3%	Shares	Defined	2024-04-24
2023-12-31	$6,698,804	12,724	+1.7%	Shares	Defined	2024-01-17
2023-09-30	$6,306,912	12,509	-0.2%	Shares	Defined	2023-11-28
2023-06-30	$6,026,264	12,538	-1.0%	Shares	Defined	2023-08-09
2023-03-31	$5,985,352	12,665	-2.0%	Shares	Defined	2023-04-24
2022-12-31	$6,848,865	12,918	+1.7%	Shares	Defined	2023-06-09
2022-09-30	$6,417,543	12,707	-0.5%	Shares	Defined	2022-10-24
2022-06-30	$6,557,514	12,767	+55.5%	Shares	Defined	2022-08-12
2022-03-31	$4,187,873	8,212	+49.3%	Shares	Defined	2022-04-14
2021-12-31	$2,761,267	5,499	-6.0%	Shares	Defined	2022-01-28
2021-09-30	$2,284,656	5,847	-2.6%	Shares	Defined	2021-11-15
2021-06-30	$2,403,841	6,003	-2.1%	Shares	Defined	2021-08-11
2021-03-31	$2,281,533	6,132	-3.2%	Shares	Defined	2021-05-06
2020-12-31	$2,222,259	6,337	+1.3%	Shares	Defined	2021-02-09
2020-09-30	$1,950,433	6,256	-4.0%	Shares	Defined	2020-11-02
2020-06-30	$1,923,074	6,520	-3.3%	Shares	Defined	2020-08-04
2020-03-31	$1,681,818	6,744	—	Shares	Defined	2020-05-14
No filing history on record for this holder in this stock.