Welch & Forbes LLC

Position in UNH — Unitedhealth Group Inc

CIK 105495 Boston, MA

Position in UNH

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

Position Value

$963,430

+$430,639 QoQ

Shares Held

2,318

+17.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#1,846

of 3,349 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 98% Shared 0% None 2%

Healthcare · as of Jun 30, 2026

Welch & Forbes LLC holds $4,979,599 across 3 Healthcare Plans names. UNH ranks #3 (19.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CI	Cigna Group	8,685	$2,394,280
2	CVS	CVS HEALTH Corp	15,678	$1,621,889
3	UNH	Unitedhealth Group Inc This page	2,318	$963,430

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$963,430	2,318	+17.7%	Shares	Sole	2026-07-30
2026-03-31	$532,791	1,969	-35.7%	Shares	Sole	2026-05-01
2025-12-31	$1,010,796	3,062	-5.1%	Shares	Sole	2026-02-10
2025-09-30	$1,114,628	3,228	-4.0%	Shares	Sole	2025-11-04
2025-06-30	$1,048,843	3,362	-5.6%	Shares	Sole	2025-08-05
2025-03-31	$1,865,597	3,562	-33.1%	Shares	Sole	2025-05-02
2024-12-31	$2,692,186	5,322	+5.6%	Shares	Sole	2025-02-07
2024-09-30	$2,945,617	5,038	+4.5%	Shares	Sole	2024-11-04
2024-06-30	$2,454,633	4,820	+1.8%	Shares	Sole	2024-08-02
2024-03-31	$2,341,909	4,734	-0.7%	Shares	Sole	2024-05-03
2023-12-31	$2,510,735	4,769	-4.9%	Shares	Sole	2024-02-06
2023-09-30	$2,528,008	5,014	+2.0%	Shares	Sole	2023-11-03
2023-06-30	$2,362,345	4,915	0.0%	Shares	Sole	2023-07-28
2023-03-31	$2,322,779	4,915	-0.6%	Shares	Sole	2023-04-14
2022-12-31	$2,622,270	4,946	+4.6%	Shares	Sole	2023-02-02
2022-09-30	$2,388,334	4,729	+6.1%	Shares	Sole	2022-10-31
2022-06-30	$2,289,762	4,458	+2.0%	Shares	Sole	2022-07-22
2022-03-31	$2,228,568	4,370	0.0%	Shares	Sole	2022-04-25
2021-12-31	$2,194,351	4,370	+0.4%	Shares	Sole	2022-01-19
2021-09-30	$1,700,500	4,352	-4.8%	Shares	Sole	2021-10-13
2021-06-30	$1,830,811	4,572	+46.2%	Shares	Sole	2021-07-22
2021-03-31	$1,163,462	3,127	-4.0%	Shares	Sole	2021-04-14
2020-12-31	$1,141,814	3,256	+7.6%	Shares	Sole	2021-01-20
2020-09-30	$943,104	3,025	-14.6%	Shares	Sole	2020-10-23
2020-06-30	$1,045,007	3,543	-1.4%	Shares	Sole	2020-07-15
2020-03-31	$896,022	3,593	—	Shares	Sole	2020-04-17
No filing history on record for this holder in this stock.