Palouse Capital Management, Inc.

Position in UNH — Unitedhealth Group Inc

CIK 1056516 SPOKANE, WA

Position in UNH

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$4,744,000

+$1,341,331 QoQ

Shares Held

11,414

-9.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

3.60%

of 13F equity value

Holder Rank

#1,004

of 3,349 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 79% Shared 0% None 21%

Healthcare · as of Jun 30, 2026

Palouse Capital Management, Inc. holds $8,034,206 across 3 Healthcare Plans names. UNH ranks #1 (59.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc This page	11,414	$4,744,000
2	ELV	Elevance Health, Inc.	4,579	$1,770,836
3	CVS	CVS HEALTH Corp	14,687	$1,519,370

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,744,000	11,414	-9.2%	Shares	Sole	2026-07-08
2026-03-31	$3,402,669	12,575	-1.4%	Shares	Sole	2026-04-24
2025-12-31	$4,211,213	12,757	-5.9%	Shares	Sole	2026-01-23
2025-09-30	$4,682,268	13,560	-0.9%	Shares	Sole	2025-10-23
2025-06-30	$4,267,437	13,679	+4892.3%	Shares	Sole	2025-08-07
2025-03-31	$143,507	274	-71.4%	Shares	Sole	2025-04-16
2024-12-31	$485,119	959	-77.3%	Shares	Sole	2025-01-30
2024-09-30	$2,471,442	4,227	-11.0%	Shares	Sole	2024-10-21
2024-06-30	$2,420,003	4,752	-3.1%	Shares	Sole	2024-08-12
2024-03-31	$2,425,019	4,902	+4.0%	Shares	Sole	2024-05-15
2023-12-31	$2,480,726	4,712	-2.7%	Shares	Sole	2024-01-31
2023-09-30	$2,442,800	4,845	+1.0%	Shares	Sole	2023-10-23
2023-06-30	$2,306,110	4,798	-9.5%	Shares	Sole	2023-08-09
2023-03-31	$2,506,144	5,303	-9.5%	Shares	Sole	2023-05-15
2022-12-31	$3,106,854	5,860	-8.1%	Shares	Sole	2023-02-17
2022-09-30	$3,219,630	6,375	-6.3%	Shares	Sole	2022-10-21
2022-06-30	$3,494,224	6,803	-2.7%	Shares	Sole	2022-07-28
2022-03-31	$3,564,690	6,990	-2.6%	Shares	Sole	2022-04-21
2021-12-31	$3,602,352	7,174	-13.7%	Shares	Sole	2022-01-25
2021-09-30	$3,249,784	8,317	-5.3%	Shares	Sole	2021-10-21
2021-06-30	$3,516,263	8,781	-0.4%	Shares	Sole	2021-07-28
2021-03-31	$3,279,797	8,815	-0.8%	Shares	Sole	2021-05-11
2020-12-31	$3,116,843	8,888	-8.7%	Shares	Sole	2021-02-03
2020-09-30	$3,034,457	9,733	-7.3%	Shares	Sole	2020-11-02
2020-06-30	$3,097,859	10,503	-5.1%	Shares	Sole	2020-08-05
2020-03-31	$2,761,135	11,072	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.