Ironwood Investment Counsel, LLC

Position in UNH — Unitedhealth Group Inc

CIK 1330463 SCOTTSDALE, AZ

Position in UNH

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$982,133

+$293,482 QoQ

Shares Held

2,363

-7.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.16%

of 13F equity value

Holder Rank

#1,831

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

Ironwood Investment Counsel, LLC holds $6,233,658 across 3 Healthcare Plans names. UNH ranks #2 (15.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ELV	Elevance Health, Inc.	12,386	$4,790,037
2	UNH	Unitedhealth Group Inc This page	2,363	$982,133
3	CI	Cigna Group	1,674	$461,488

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$982,133	2,363	-7.2%	Shares	Sole	2026-08-06
2026-03-31	$688,651	2,545	-19.1%	Shares	Sole	2026-05-07
2025-12-31	$1,038,195	3,145	+21.5%	Shares	Sole	2026-02-06
2025-09-30	$893,981	2,589	-13.7%	Shares	Sole	2025-11-05
2025-06-30	$936,221	3,001	+4.4%	Shares	Sole	2025-08-08
2025-03-31	$1,505,781	2,875	-2.3%	Shares	Sole	2025-05-12
2024-12-31	$1,489,251	2,944	-1.3%	Shares	Sole	2025-02-10
2024-09-30	$1,744,685	2,984	-10.1%	Shares	Sole	2024-11-14
2024-06-30	$1,691,252	3,321	-4.8%	Shares	Sole	2024-08-05
2024-03-31	$1,725,513	3,488	+11.1%	Shares	Sole	2024-05-10
2023-12-31	$1,652,589	3,139	-3.7%	Shares	Sole	2024-02-08
2023-09-30	$1,642,651	3,258	+28.6%	Shares	Sole	2023-11-14
2023-06-30	$1,217,461	2,533	-4.9%	Shares	Sole	2023-08-08
2023-03-31	$1,258,979	2,664	+5.6%	Shares	Sole	2023-05-11
2022-12-31	$1,337,113	2,522	-5.6%	Shares	Sole	2023-02-02
2022-09-30	$1,349,466	2,672	+28.5%	Shares	Sole	2022-11-09
2022-06-30	$1,068,350	2,080	-0.7%	Shares	Sole	2022-08-04
2022-03-31	$1,067,877	2,094	-7.3%	Shares	Sole	2022-05-09
2021-12-31	$1,134,334	2,259	+7.1%	Shares	Sole	2022-02-04
2021-09-30	$824,070	2,109	+6.5%	Shares	Sole	2021-11-04
2021-06-30	$792,871	1,980	+0.1%	Shares	Sole	2021-08-06
2021-03-31	$735,954	1,978	-10.0%	Shares	Sole	2021-05-03
2020-12-31	$770,794	2,198	+5.1%	Shares	Sole	2021-02-11
2020-09-30	$651,911	2,091	+0.5%	Shares	Sole	2020-11-16
2020-06-30	$613,790	2,081	+41.9%	Shares	Sole	2020-08-11
2020-03-31	$365,840	1,467	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.