BOSTON FAMILY OFFICE LLC
Family OfficePosition in UNH — Unitedhealth Group Inc
CIK 1039807
BOSTON, MA
Position in UNH
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$2,032,846
+$517,272 QoQ
Shares Held
4,891
-12.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#1,396
of 3,349 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UNH Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026BOSTON FAMILY OFFICE LLC holds $2,737,857 across 2 Healthcare Plans names. UNH ranks #1 (74.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
This page
|
4,891 | $2,032,846 | |
| 2 | CVS |
CVS HEALTH Corp
|
6,815 | $705,011 |
All Filings in UNH
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,032,846 | 4,891 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,515,574 | 5,601 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $2,087,945 | 6,325 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,235,817 | 6,475 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,924,230 | 6,168 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $3,040,368 | 5,805 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $2,609,225 | 5,158 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $3,035,073 | 5,191 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $2,552,920 | 5,013 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $2,371,097 | 4,793 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $2,033,753 | 3,863 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $1,864,494 | 3,698 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,743,281 | 3,627 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,635,633 | 3,461 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $1,729,447 | 3,262 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $1,813,598 | 3,591 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $1,899,403 | 3,698 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $1,885,869 | 3,698 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $1,906,123 | 3,796 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,257,792 | 3,219 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,239,361 | 3,095 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $1,132,953 | 3,045 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $993,476 | 2,833 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $838,037 | 2,688 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $773,948 | 2,624 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $636,168 | 2,551 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||