Position in UNH
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$14,941,066
+$5,378,145 QoQ
Shares Held
35,948
+1.7% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.40%
of 13F equity value
Holder Rank
#614
of 3,349 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 57%
Shared 0%
None 43%
Common Shares in UNH Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026COLDSTREAM CAPITAL MANAGEMENT INC holds $24,507,627 across 7 Healthcare Plans names. UNH ranks #1 (61.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
This page
|
35,948 | $14,941,066 | |
| 2 | CVS |
CVS HEALTH Corp
|
23,465 | $2,427,454 | |
| 3 | ELV |
Elevance Health, Inc.
|
6,074 | $2,348,997 | |
| 4 | CI |
Cigna Group
|
7,285 | $2,008,328 | |
| 5 | CNC |
Centene Corp
|
17,671 | $1,134,301 | |
| 6 | HUM |
Humana Inc
|
2,593 | $1,029,991 | |
| 7 | MOH |
Molina Healthcare, Inc.
|
2,700 | $617,490 |
All Filings in UNH
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,941,066 | 35,948 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $9,562,921 | 35,341 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $7,070,954 | 21,420 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $7,819,318 | 22,645 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $6,372,923 | 20,428 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $14,375,366 | 27,447 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $13,851,458 | 27,382 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $15,623,818 | 26,722 | Shares | Sole | 2024-11-18 | |
| 2024-06-30 | $12,779,879 | 25,095 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $12,181,492 | 24,624 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $12,169,880 | 23,116 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $10,651,517 | 21,126 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $10,274,160 | 21,376 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $10,159,267 | 21,497 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $10,908,453 | 20,575 | Shares | Sole | 2023-01-10 | |
| 2022-06-30 | $10,987,572 | 21,392 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $9,746,036 | 19,111 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $9,955,427 | 19,826 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $5,751,302 | 14,719 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $6,124,729 | 15,295 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $5,537,889 | 14,884 | Shares | Sole | 2021-06-16 | |
| 2020-12-31 | $5,201,636 | 14,833 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $3,869,689 | 12,412 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $3,678,321 | 12,471 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $3,260,394 | 13,074 | Shares | Sole | 2020-05-27 | |
| No filing history on record for this holder in this stock. | ||||||