D.A. DAVIDSON & CO.

Position in UNH — Unitedhealth Group Inc

CIK 1080107 GREAT FALLS, MT

Position in UNH

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$35,336,031

+$13,940,751 QoQ

Shares Held

85,018

+7.5% QoQ

Ownership

0.009%

of shares outstanding

% of Portfolio

0.44%

of 13F equity value

Holder Rank

#432

of 3,349 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

D.A. DAVIDSON & CO. holds $64,245,072 across 5 Healthcare Plans names. UNH ranks #1 (55.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc This page	85,018	$35,336,031
2	CVS	CVS HEALTH Corp	209,787	$21,702,465
3	CI	Cigna Group	18,593	$5,125,718
4	ELV	Elevance Health, Inc.	4,220	$1,632,000
5	HUM	Humana Inc	1,130	$448,858

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$35,336,031	85,018	+7.5%	Shares	Sole	2026-07-24
2026-03-31	$21,395,280	79,069	-3.3%	Shares	Sole	2026-05-05
2025-12-31	$26,987,152	81,752	+7.9%	Shares	Sole	2026-01-29
2025-09-30	$26,151,640	75,736	+33.3%	Shares	Sole	2025-10-22
2025-06-30	$17,720,207	56,801	+33.7%	Shares	Sole	2025-07-30
2025-03-31	$22,252,042	42,486	+1.7%	Shares	Sole	2025-04-28
2024-12-31	$21,140,395	41,791	-6.1%	Shares	Sole	2025-01-31
2024-09-30	$26,011,243	44,488	+2.5%	Shares	Sole	2024-11-13
2024-06-30	$22,114,106	43,424	+3.2%	Shares	Sole	2024-08-01
2024-03-31	$20,808,566	42,063	-3.8%	Shares	Sole	2024-05-13
2023-12-31	$23,024,638	43,734	+6.5%	Shares	Sole	2024-02-09
2023-09-30	$20,710,108	41,076	-2.3%	Shares	Sole	2023-11-08
2023-06-30	$20,208,508	42,045	+24.0%	Shares	Sole	2023-08-11
2023-03-31	$16,021,273	33,901	-1.3%	Shares	Sole	2023-04-25
2022-12-31	$18,203,730	34,335	+8.9%	Shares	Sole	2023-02-03
2022-09-30	$15,924,416	31,531	+4.5%	Shares	Sole	2022-11-07
2022-06-30	$15,497,244	30,172	-3.2%	Shares	Sole	2022-07-28
2022-03-31	$15,893,215	31,165	-3.4%	Shares	Sole	2022-05-12
2021-12-31	$16,207,572	32,277	-3.8%	Shares	Sole	2022-01-31
2021-09-30	$13,115,188	33,565	+2.6%	Shares	Sole	2021-11-15
2021-06-30	$13,102,396	32,720	-0.4%	Shares	Sole	2021-08-10
2021-03-31	$12,217,290	32,836	+98.4%	Shares	Sole	2021-05-07
2020-12-31	$5,805,156	16,554	-2.2%	Shares	Sole	2021-02-10
2020-09-30	$5,276,083	16,923	-5.4%	Shares	Sole	2020-11-02
2020-06-30	$5,274,885	17,884	-51.3%	Shares	Sole	2020-08-10
2020-03-31	$9,161,971	36,739	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.