ALPINE WOODS CAPITAL INVESTORS, LLC

Position in UNH — Unitedhealth Group Inc

CIK 1226886 PURCHASE, NY

Position in UNH

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$784,709

+$285,052 QoQ

Shares Held

1,888

+97.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.18%

of 13F equity value

Holder Rank

#2,001

of 3,349 holders

Holding Since

Sep 2020

20 quarters on record

Voting authority Sole 19% Shared 0% None 81%

Healthcare · as of Jun 30, 2026

ALPINE WOODS CAPITAL INVESTORS, LLC holds $1,040,337 across 2 Healthcare Plans names. UNH ranks #1 (75.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	UNH	Unitedhealth Group Inc This page	1,888	$784,709
2	ELV	Elevance Health, Inc.	661	$255,628

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$784,709	1,888	+97.9%	Shares	Sole	2026-08-07
2025-03-31	$499,657	954	+37.5%	Shares	Sole	2025-04-30
2024-12-31	$351,066	694	-2.3%	Shares	Sole	2025-02-10
2024-09-30	$415,122	710	0.0%	Shares	Sole	2024-11-12
2024-06-30	$361,574	710	-9.6%	Shares	Sole	2024-08-06
2024-03-31	$388,339	785	-3.1%	Shares	Sole	2024-05-01
2023-12-31	$426,440	810	0.0%	Shares	Sole	2024-01-24
2023-09-30	$408,393	810	-27.2%	Shares	Sole	2023-11-08
2023-06-30	$534,952	1,113	-69.6%	Shares	Sole	2023-08-02
2023-03-31	$1,732,987	3,667	+0.0%	Shares	Sole	2023-05-08
2022-12-31	$1,943,639	3,666	+28.7%	Shares	Sole	2023-02-08
2022-09-30	$1,438,858	2,849	0.0%	Shares	Sole	2022-10-31
2022-06-30	$1,463,331	2,849	+0.2%	Shares	Sole	2022-08-02
2022-03-31	$1,449,844	2,843	-2.6%	Shares	Sole	2022-05-10
2021-12-31	$1,466,248	2,920	+0.2%	Shares	Sole	2022-02-03
2021-09-30	$1,138,616	2,914	+0.4%	Shares	Sole	2021-11-12
2021-06-30	$1,161,676	2,901	+1.2%	Shares	Sole	2021-08-09
2021-03-31	$1,067,096	2,868	+1.6%	Shares	Sole	2021-05-11
2020-12-31	$990,320	2,824	+15.0%	Shares	Sole	2021-02-01
2020-09-30	$765,395	2,455	—	Shares	Sole	2020-11-02
No filing history on record for this holder in this stock.