SILVERCREST ASSET MANAGEMENT GROUP LLC

Position in UNH — Unitedhealth Group Inc

CIK 1232395 NEW YORK, NY

Position in UNH

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

Position Value

$2,506,664

+$825,759 QoQ

Shares Held

6,031

-2.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#1,286

of 3,349 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 96% Shared 0% None 4%

Healthcare · as of Jun 30, 2026

SILVERCREST ASSET MANAGEMENT GROUP LLC holds $119,030,578 across 6 Healthcare Plans names. UNH ranks #4 (2.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CVS	CVS HEALTH Corp	717,903	$74,267,065
2	ELV	Elevance Health, Inc.	75,073	$29,032,981
3	OSCR	Oscar Health, Inc.	378,679	$10,799,925
4	UNH	Unitedhealth Group Inc This page	6,031	$2,506,664
5	HUM	Humana Inc	3,254	$1,292,553
6	CI	Cigna Group	4,104	$1,131,390

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,506,664	6,031	-2.9%	Shares	Sole	2026-08-14
2026-03-31	$1,680,905	6,212	-44.0%	Shares	Sole	2026-05-15
2025-12-31	$3,658,609	11,083	-7.9%	Shares	Sole	2026-02-17
2025-09-30	$4,157,066	12,039	-16.4%	Shares	Sole	2025-11-14
2025-06-30	$4,494,239	14,406	-68.9%	Shares	Sole	2025-08-14
2025-03-31	$24,289,953	46,377	+19.5%	Shares	Sole	2025-05-15
2024-12-31	$19,625,344	38,796	+47.8%	Shares	Sole	2025-02-14
2024-09-30	$15,345,511	26,246	+3.2%	Shares	Sole	2024-11-14
2024-06-30	$12,951,500	25,432	+1.0%	Shares	Sole	2024-08-15
2024-03-31	$12,451,599	25,170	+40.9%	Shares	Sole	2024-05-15
2023-12-31	$9,403,807	17,862	+8.2%	Shares	Sole	2024-02-14
2023-09-30	$8,324,176	16,510	-12.6%	Shares	Sole	2023-11-14
2023-06-30	$9,078,328	18,888	+14.5%	Shares	Sole	2023-08-14
2023-03-31	$7,795,372	16,495	-1.1%	Shares	Sole	2023-05-15
2022-12-31	$8,841,811	16,677	+3.5%	Shares	Sole	2023-02-14
2022-09-30	$8,138,719	16,115	-5.6%	Shares	Sole	2022-11-14
2022-06-30	$8,768,691	17,072	-1.4%	Shares	Sole	2022-08-15
2022-03-31	$8,832,680	17,320	-0.9%	Shares	Sole	2022-05-16
2021-12-31	$8,775,398	17,476	-0.1%	Shares	Sole	2022-02-14
2021-09-30	$6,835,214	17,493	+6.0%	Shares	Sole	2021-11-15
2021-06-30	$6,605,658	16,496	+8.4%	Shares	Sole	2021-08-16
2021-03-31	$5,660,300	15,213	+22.7%	Shares	Sole	2021-05-17
2020-12-31	$4,348,081	12,399	+1.0%	Shares	Sole	2021-02-16
2020-09-30	$3,826,976	12,275	+7.5%	Shares	Sole	2020-11-16
2020-06-30	$3,369,213	11,423	+12.7%	Shares	Sole	2020-08-14
2020-03-31	$2,527,466	10,135	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.