GRIMES & Co WEALTH MANAGEMENT, LLC

Position in UNH — Unitedhealth Group Inc

CIK 1321993 WESTBOROUGH, MA

Position in UNH

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$3,690,793

+$1,589,121 QoQ

Shares Held

8,880

+14.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.22%

of 13F equity value

Holder Rank

#1,110

of 3,349 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

GRIMES & Co WEALTH MANAGEMENT, LLC holds $4,821,525 across 3 Healthcare Plans names. UNH ranks #1 (76.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc This page	8,880	$3,690,793
2	CVS	CVS HEALTH Corp	7,354	$760,771
3	CI	Cigna Group	1,342	$369,961

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,690,793	8,880	+14.3%	Shares	Other	2026-07-17
2026-03-31	$2,101,672	7,767	+8.3%	Shares	Sole	2026-04-21
2025-12-31	$2,367,217	7,171	+17.3%	Shares	Other	2026-02-03
2025-09-30	$2,110,127	6,111	+86.0%	Shares	Other	2025-10-27
2025-06-30	$1,024,821	3,285	-85.7%	Shares	Other	2025-07-22
2025-03-31	$12,048,868	23,005	+0.8%	Shares	Other	2025-04-17
2024-12-31	$11,545,242	22,823	+1.0%	Shares	Other	2025-01-21
2024-09-30	$13,207,336	22,589	-17.1%	Shares	Sole	2024-10-22
2024-06-30	$13,875,806	27,247	+5.8%	Shares	Other	2024-07-22
2024-03-31	$12,741,492	25,756	+3.4%	Shares	Other	2024-04-17
2023-12-31	$13,114,893	24,911	+1.4%	Shares	Other	2024-01-24
2023-09-30	$12,380,385	24,555	-0.3%	Shares	Other	2023-10-19
2023-06-30	$11,837,682	24,629	+2.7%	Shares	Other	2023-07-19
2023-03-31	$11,332,707	23,980	+3.0%	Shares	Sole	2023-04-20
2022-12-31	$12,338,878	23,273	+0.2%	Shares	Other	2023-01-25
2022-09-30	$11,733,089	23,232	+0.7%	Shares	Sole	2022-10-28
2022-06-30	$11,846,875	23,065	-8.6%	Shares	Sole	2022-07-22
2022-03-31	$12,870,112	25,237	-4.1%	Shares	Sole	2022-05-06
2021-12-31	$13,207,788	26,303	+0.2%	Shares	Sole	2022-02-01
2021-09-30	$10,258,487	26,254	-1.0%	Shares	Sole	2021-11-08
2021-06-30	$10,619,668	26,520	+0.5%	Shares	Sole	2021-08-04
2021-03-31	$9,813,718	26,376	+1.2%	Shares	Sole	2021-05-12
2020-12-31	$9,141,175	26,067	+0.6%	Shares	Sole	2021-02-02
2020-09-30	$8,079,831	25,916	-15.0%	Shares	Sole	2020-11-12
2020-06-30	$8,990,665	30,482	-1.2%	Shares	Sole	2020-07-31
2020-03-31	$7,694,619	30,855	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.