Chesley Taft & Associates LLC

Position in UNH — Unitedhealth Group Inc

CIK 1164632 CHICAGO, IL

Position in UNH

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$10,232,810

+$3,482,402 QoQ

Shares Held

24,620

-1.3% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.54%

of 13F equity value

Holder Rank

#736

of 3,349 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 97% Shared 0% None 3%

Healthcare · as of Jun 30, 2026

Chesley Taft & Associates LLC holds $12,828,441 across 3 Healthcare Plans names. UNH ranks #1 (79.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc This page	24,620	$10,232,810
2	CI	Cigna Group	8,669	$2,389,869
3	CVS	CVS HEALTH Corp	1,989	$205,762

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$10,232,810	24,620	-1.3%	Shares	Other	2026-07-08
2026-03-31	$6,750,408	24,947	-13.2%	Shares	Sole	2026-04-13
2025-12-31	$9,489,341	28,746	-1.3%	Shares	Sole	2026-01-14
2025-09-30	$10,061,006	29,137	-11.3%	Shares	Sole	2025-10-08
2025-06-30	$10,243,846	32,836	-3.2%	Shares	Sole	2025-07-09
2025-03-31	$17,771,361	33,931	+5.6%	Shares	Sole	2025-04-10
2024-12-31	$16,252,775	32,129	+0.8%	Shares	Sole	2025-01-17
2024-09-30	$18,634,336	31,871	-0.2%	Shares	Sole	2024-10-07
2024-06-30	$16,255,069	31,919	-44.8%	Shares	Sole	2024-07-19
2024-03-31	$28,593,165	57,799	-1.1%	Shares	Sole	2024-04-16
2023-12-31	$30,779,542	58,464	-0.4%	Shares	Sole	2024-01-11
2023-09-30	$29,595,953	58,700	-0.1%	Shares	Sole	2023-10-11
2023-06-30	$28,245,770	58,767	+0.3%	Shares	Sole	2023-07-18
2023-03-31	$27,699,445	58,612	+14.6%	Shares	Sole	2023-04-11
2022-12-31	$27,106,512	51,127	+45.1%	Shares	Sole	2023-01-20
2022-09-30	$17,799,629	35,244	+3.7%	Shares	Sole	2022-10-13
2022-06-30	$17,451,092	33,976	-0.0%	Shares	Sole	2022-07-07
2022-03-31	$17,329,290	33,981	-5.3%	Shares	Sole	2022-04-14
2021-12-31	$18,026,826	35,900	-0.9%	Shares	Sole	2022-01-05
2021-09-30	$14,148,304	36,209	-0.0%	Shares	Sole	2021-10-05
2021-06-30	$14,503,936	36,220	-0.0%	Shares	Sole	2021-07-07
2021-03-31	$13,480,840	36,232	+1.1%	Shares	Sole	2021-04-06
2020-12-31	$12,564,864	35,830	-2.2%	Shares	Sole	2021-01-11
2020-09-30	$11,420,135	36,630	-42.0%	Shares	Sole	2020-10-08
2020-06-30	$18,638,185	63,191	+72.6%	Shares	Sole	2020-07-08
2020-03-31	$9,131,048	36,615	—	Shares	Sole	2020-04-15
No filing history on record for this holder in this stock.