WESTWOOD HOLDINGS GROUP INC

Position in UNH — Unitedhealth Group Inc

CIK 1165002 DALLAS, TX

Position in UNH

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

Position Value

$559,022

+$316,310 QoQ

Shares Held

1,345

+72.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#2,235

of 3,349 holders

Holding Since

Mar 2020

23 quarters on record

Voting authority Sole 98% Shared 0% None 2%

Healthcare · as of Jun 30, 2026

WESTWOOD HOLDINGS GROUP INC holds $19,863,022 across 5 Healthcare Plans names. UNH ranks #5 (2.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ELV	Elevance Health, Inc.	44,692	$17,283,737
2	HUM	Humana Inc	2,124	$843,695
3	CNC	Centene Corp	9,306	$597,352
4	CVS	CVS HEALTH Corp	5,599	$579,216
5	UNH	Unitedhealth Group Inc This page	1,345	$559,022

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$559,022	1,345	+72.9%	Shares	Defined	2026-08-14
2025-06-30	$242,712	778	-99.7%	Shares	Defined	2025-10-08
2025-03-31	$146,840,645	280,364	-3.9%	Shares	Defined	2025-05-09
2024-12-31	$147,515,858	291,614	+9.6%	Shares	Defined	2025-02-14
2024-09-30	$155,511,432	265,977	+13.9%	Shares	Defined	2024-11-14
2024-06-30	$118,902,534	233,481	+3.2%	Shares	Defined	2024-08-13
2024-03-31	$111,963,472	226,326	+8.2%	Shares	Defined	2024-06-06
2023-12-31	$110,114,359	209,156	-1.4%	Shares	Defined	2024-02-13
2023-09-30	$106,948,278	212,119	+2.4%	Shares	Defined	2023-11-14
2023-06-30	$99,529,969	207,078	+13.6%	Shares	Defined	2023-08-11
2023-03-31	$86,138,506	182,269	+7.1%	Shares	Defined	2023-05-12
2022-12-31	$90,249,360	170,224	-0.3%	Shares	Defined	2023-02-14
2022-09-30	$86,255,276	170,789	-35.9%	Shares	Defined	2022-11-14
2022-06-30	$136,862,363	266,461	+3.4%	Shares	Defined	2022-08-15
2022-03-31	$131,427,428	257,716	+1.1%	Shares	Defined	2022-05-12
2021-12-31	$128,033,648	254,976	+2.4%	Shares	Defined	2022-02-25
2021-09-30	$97,313,015	249,048	+11.5%	Shares	Defined	2021-11-12
2021-06-30	$89,408,641	223,276	+1.2%	Shares	Defined	2021-08-16
2021-03-31	$82,094,268	220,642	+33.4%	Shares	Defined	2021-05-14
2020-12-31	$57,984,938	165,350	-16.5%	Shares	Defined	2021-04-13
2020-09-30	$61,709,571	197,933	-3.3%	Shares	Defined	2020-11-10
2020-06-30	$60,344,705	204,593	-5.4%	Shares	Defined	2020-08-13
2020-03-31	$53,923,188	216,229	—	Shares	Defined	2020-05-15
No filing history on record for this holder in this stock.