BOYD WATTERSON ASSET MANAGEMENT LLC/OH
Position in UNH — Unitedhealth Group Inc
CIK 1121477
CLEVELAND, OH
Position in UNH
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,709,070
+$771,206 QoQ
Shares Held
4,112
+18.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.51%
of 13F equity value
Holder Rank
#1,492
of 3,349 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UNH Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026BOYD WATTERSON ASSET MANAGEMENT LLC/OH holds $2,879,273 across 4 Healthcare Plans names. UNH ranks #1 (59.4% of the industry book) .
All Filings in UNH
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,709,070 | 4,112 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $937,864 | 3,466 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $1,052,060 | 3,187 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $1,085,968 | 3,145 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $66,761 | 214 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $139,841 | 267 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $160,863 | 318 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $185,928 | 318 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $168,565 | 331 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $163,745 | 331 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $174,261 | 331 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $166,886 | 331 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $160,053 | 333 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $216,446 | 458 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $242,822 | 458 | Shares | Sole | 2023-01-18 | |
| No filing history on record for this holder in this stock. | ||||||