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TOWER BRIDGE ADVISORS

Position in UNH — Unitedhealth Group Inc

CIK 1278249 WEST CONSHOHOCKEN, PA

Position in UNH

as of Jun 30, 2026 · filed Aug 12, 2026
Position Value
$1,017,046
+$404,160 QoQ
Shares Held
2,447
+8.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,805
of 3,349 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority Sole 96% Shared 0% None 4%

Common Shares in UNH Over Time

Shares Held

Position Value (USD)

Position in Healthcare Plans

Healthcare · as of Jun 30, 2026

TOWER BRIDGE ADVISORS holds $2,115,701 across 3 Healthcare Plans names. UNH ranks #1 (48.1% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 UNH
Unitedhealth Group Inc
This page
2,447 $1,017,046

All Filings in UNH

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23 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $1,017,046 2,447
2026-03-31 $612,886 2,265
2025-12-31 $740,436 2,243
2025-09-30 $1,069,048 3,096
2025-06-30 $7,315,072 23,448
2025-03-31 $15,240,077 29,098
2024-12-31 $14,496,430 28,657
2024-09-30 $16,969,167 29,023
2024-06-30 $14,866,827 29,193
2024-03-31 $12,898,313 26,073
2023-12-31 $16,490,619 31,323
2023-09-30 $15,809,885 31,357
2023-06-30 $9,888,206 20,573
2023-03-31 $7,667,300 16,224
2022-12-31 $8,635,041 16,287
2022-09-30 $8,377,098 16,587
2022-06-30 $8,476,949 16,504
2022-03-31 $6,288,440 12,331
2021-12-31 $5,857,965 11,666
2021-09-30 $4,515,391 11,556
2021-06-30 $4,519,365 11,286
2021-03-31 $3,548,059 9,536
2020-12-31 $2,690,066 7,671