Madison Asset Management, LLC

Position in UNH — Unitedhealth Group Inc

CIK 1299351 MADISON, WI

Position in UNH

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$17,614,399

+$6,372,467 QoQ

Shares Held

42,380

+2.0% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.23%

of 13F equity value

Holder Rank

#572

of 3,354 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 99% Shared 0% None 1%

Healthcare · as of Jun 30, 2026

Madison Asset Management, LLC holds $27,952,886 across 3 Healthcare Plans names. UNH ranks #1 (63.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc This page	42,380	$17,614,399
2	ELV	Elevance Health, Inc.	13,746	$5,315,990
3	CVS	CVS HEALTH Corp	48,550	$5,022,497

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$17,614,399	42,380	+2.0%	Shares	Sole	2026-08-10
2026-03-31	$11,241,932	41,546	+16.6%	Shares	Sole	2026-05-07
2025-12-31	$11,759,508	35,623	+6.6%	Shares	Sole	2026-02-04
2025-09-30	$11,544,414	33,433	+32.1%	Shares	Sole	2025-11-06
2025-06-30	$7,895,648	25,309	-32.2%	Shares	Sole	2025-08-11
2025-03-31	$19,563,110	37,352	-0.7%	Shares	Sole	2025-05-06
2024-12-31	$19,026,912	37,613	-0.9%	Shares	Sole	2025-02-10
2024-09-30	$22,189,190	37,951	-1.5%	Shares	Sole	2024-11-12
2024-06-30	$19,627,898	38,542	-0.9%	Shares	Sole	2024-08-09
2024-03-31	$19,243,335	38,899	+2.1%	Shares	Sole	2024-05-09
2023-12-31	$20,057,454	38,098	-1.6%	Shares	Sole	2024-02-12
2023-09-30	$19,523,245	38,722	+6.2%	Shares	Sole	2023-11-13
2023-06-30	$17,529,902	36,472	+18.7%	Shares	Sole	2023-08-01
2023-03-31	$14,521,272	30,727	-1.6%	Shares	Sole	2023-04-26
2022-12-31	$16,552,749	31,221	+0.9%	Shares	Sole	2023-02-08
2022-09-30	$15,626,442	30,941	+2.2%	Shares	Sole	2022-11-10
2022-06-30	$15,552,202	30,279	+2.4%	Shares	Sole	2022-08-09
2022-03-31	$15,077,263	29,565	+5.9%	Shares	Sole	2022-05-12
2021-12-31	$14,022,259	27,925	-2.8%	Shares	Sole	2022-02-15
2021-09-30	$11,221,271	28,718	+2.7%	Shares	Sole	2021-11-12
2021-06-30	$11,200,306	27,970	+5.7%	Shares	Sole	2021-08-09
2021-03-31	$9,842,739	26,454	+2.7%	Shares	Sole	2021-05-11
2020-12-31	$9,031,412	25,754	+2.7%	Shares	Sole	2021-02-12
2020-09-30	$7,819,815	25,082	-1.1%	Shares	Sole	2020-11-12
2020-06-30	$7,477,572	25,352	+0.7%	Shares	Sole	2020-08-13
2020-03-31	$6,281,134	25,187	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.