Position in UNH
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$4,284,729
+$1,021,144 QoQ
Shares Held
10,309
-14.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.90%
of 13F equity value
Holder Rank
#1,040
of 3,349 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in UNH Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026SIGMA INVESTMENT COUNSELORS INC holds $4,592,182 across 2 Healthcare Plans names. UNH ranks #1 (93.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
This page
|
10,309 | $4,284,729 | |
| 2 | CVS |
CVS HEALTH Corp
|
2,972 | $307,453 |
All Filings in UNH
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,284,729 | 10,309 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $3,263,585 | 12,061 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $4,303,313 | 13,036 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $4,586,274 | 13,282 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $4,408,136 | 14,130 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $6,997,823 | 13,361 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $7,450,811 | 14,729 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $8,784,817 | 15,025 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $7,710,196 | 15,140 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $7,483,821 | 15,128 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $8,156,073 | 15,492 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $7,765,534 | 15,402 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $7,503,271 | 15,611 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $7,429,587 | 15,721 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $8,256,493 | 15,573 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $8,040,741 | 15,921 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $8,247,870 | 16,058 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $8,201,847 | 16,083 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $8,045,789 | 16,023 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $6,319,828 | 16,174 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $6,373,403 | 15,916 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $5,944,934 | 15,978 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $7,905,379 | 22,543 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $3,998,762 | 12,826 | Shares | Sole | 2020-10-20 | |
| 2020-06-30 | $7,020,989 | 23,804 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $5,759,181 | 23,094 | Shares | Sole | 2020-04-22 | |
| No filing history on record for this holder in this stock. | ||||||