Position in UNH
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$16,901,178
+$5,641,929 QoQ
Shares Held
40,664
-2.3% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
1.55%
of 13F equity value
Holder Rank
#582
of 3,349 holders
Holding Since
Mar 2020
26 quarters on record
Common Shares in UNH Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026APPLETON PARTNERS INC/MA holds $17,340,060 across 2 Healthcare Plans names. UNH ranks #1 (97.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
This page
|
40,664 | $16,901,178 | |
| 2 | CI |
Cigna Group
|
1,592 | $438,882 |
All Filings in UNH
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,901,178 | 40,664 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $11,259,249 | 41,610 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $14,147,524 | 42,857 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $15,795,748 | 45,745 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $15,716,424 | 50,378 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $19,336,850 | 36,920 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $18,637,399 | 36,843 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $22,010,863 | 37,646 | Shares | Sole | 2024-10-01 | |
| 2024-06-30 | $19,694,102 | 38,672 | Shares | Sole | 2024-07-02 | |
| 2024-03-31 | $19,253,229 | 38,919 | Shares | Sole | 2024-04-01 | |
| 2023-12-31 | $18,454,352 | 35,053 | Shares | Sole | 2024-01-02 | |
| 2023-09-30 | $17,483,796 | 34,677 | Shares | Sole | 2023-10-03 | |
| 2023-06-30 | $16,005,312 | 33,300 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $14,190,459 | 30,027 | Shares | Sole | 2023-04-10 | |
| 2022-12-31 | $16,035,294 | 30,245 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $14,203,239 | 28,123 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $14,475,634 | 28,183 | Shares | Sole | 2022-07-08 | |
| 2022-03-31 | $14,200,624 | 27,846 | Shares | Sole | 2022-04-05 | |
| 2021-12-31 | $14,224,621 | 28,328 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $11,456,106 | 29,319 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $12,099,695 | 30,216 | Shares | Sole | 2021-07-07 | |
| 2021-03-31 | $12,069,950 | 32,440 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $13,245,884 | 37,772 | Shares | Sole | 2021-01-19 | |
| 2020-09-30 | $11,486,230 | 36,842 | Shares | Sole | 2020-10-14 | |
| 2020-06-30 | $10,799,889 | 36,616 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $9,083,666 | 36,425 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||