LOGAN CAPITAL MANAGEMENT INC

Position in UNH — Unitedhealth Group Inc

CIK 1121330 Newtown Square, PA

Back to UNH Full portfolio

Position in UNH

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$5,391,136

+$5,391,136 QoQ

Shares Held

12,971

Ownership

0.001%

of shares outstanding

% of Portfolio

0.21%

of 13F equity value

Holder Rank

#946

of 3,349 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 80% Shared 0% None 20%

Common Shares in UNH Over Time

Shares Held

Position Value (USD)

Derivatives in UNH

reported options exposure · as of Mar 31, 2026

CallValue

CallShares

PutValue

$3,112,055

PutShares

11,501

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Healthcare Plans

Healthcare · as of Jun 30, 2026

LOGAN CAPITAL MANAGEMENT INC holds $6,813,059 across 3 Healthcare Plans names. UNH ranks #1 (79.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc This page	12,971	$5,391,136
2	CVS	CVS HEALTH Corp	13,308	$1,376,712
3	CI	Cigna Group	164	$45,211

All Filings in UNH

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,391,136	12,971	+21.6%	Shares	Other	2026-08-14
2026-03-31	$3,112,055	11,501	—	Put	Other	2026-05-08
2025-12-31	$3,520,623	10,665	-31.5%	Shares	Sole	2026-02-12
2025-09-30	$5,378,047	15,575	-1.1%	Shares	Other	2025-11-14
2025-06-30	$4,912,279	15,746	-18.8%	Shares	Other	2025-08-01
2025-03-31	$10,159,178	19,397	-8.4%	Shares	Sole	2025-05-16
2024-12-31	$10,713,103	21,178	-8.8%	Shares	Sole	2025-02-14
2024-09-30	$13,576,269	23,220	-4.0%	Shares	Other	2024-12-06
2024-06-30	$12,323,073	24,198	-4.5%	Shares	Sole	2024-08-14
2024-03-31	$12,528,277	25,325	+15.0%	Shares	Sole	2024-05-13
2023-12-31	$11,595,501	22,025	-2.9%	Shares	Sole	2024-02-14
2023-09-30	$11,434,020	22,678	-4.6%	Shares	Sole	2023-11-14
2023-06-30	$11,428,177	23,777	-10.9%	Shares	Sole	2023-08-14
2023-03-31	$12,618,152	26,700	+0.0%	Shares	Sole	2023-05-12
2022-12-31	$14,150,504	26,690	-2.4%	Shares	Sole	2023-02-14
2022-09-30	$13,805,772	27,336	+0.2%	Shares	Sole	2022-11-14
2022-06-30	$14,006,176	27,269	+0.9%	Shares	Sole	2022-08-11
2022-03-31	$13,780,918	27,023	+0.2%	Shares	Sole	2022-05-16
2021-12-31	$13,548,239	26,981	-5.1%	Shares	Sole	2022-02-14
2021-09-30	$11,104,048	28,418	0.0%	Shares	Sole	2021-11-12
2021-06-30	$11,379,703	28,418	+3.0%	Shares	Sole	2021-08-17
2021-03-31	$10,265,410	27,590	-2.5%	Shares	Sole	2021-05-14
2020-12-31	$9,922,138	28,294	+21.1%	Shares	Sole	2021-02-12
2020-09-30	$7,281,700	23,356	+1.6%	Shares	Sole	2020-11-13
2020-06-30	$6,777,951	22,980	-5.5%	Shares	Sole	2020-08-14
2020-03-31	$6,061,430	24,306	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.