Estabrook Capital Management

Position in UNH — Unitedhealth Group Inc

CIK 1344717 NEW YORK, NY

Position in UNH

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$3,802,598

+$1,283,947 QoQ

Shares Held

9,149

-1.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.52%

of 13F equity value

Holder Rank

#1,095

of 3,349 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 38% Shared 0% None 62%

Healthcare · as of Jun 30, 2026

Estabrook Capital Management holds $4,028,365 across 4 Healthcare Plans names. UNH ranks #1 (94.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc This page	9,149	$3,802,598
2	HUM	Humana Inc	332	$131,877
3	CI	Cigna Group	236	$65,060
4	PGNY	Progyny, Inc.	1,000	$28,830

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,802,598	9,149	-1.7%	Shares	Sole	2026-08-13
2026-03-31	$2,518,651	9,308	+0.0%	Shares	Sole	2026-05-14
2025-12-31	$3,072,333	9,307	-1.1%	Shares	Sole	2026-02-13
2025-09-30	$3,249,273	9,410	-0.7%	Shares	Sole	2025-11-10
2025-06-30	$2,957,787	9,481	-36.1%	Shares	Sole	2025-08-13
2025-03-31	$7,769,307	14,834	-2.6%	Shares	Sole	2025-05-14
2024-12-31	$7,704,247	15,230	-12.6%	Shares	Sole	2025-02-13
2024-09-30	$10,191,557	17,431	-1.6%	Shares	Sole	2024-11-13
2024-06-30	$9,016,957	17,706	-0.9%	Shares	Sole	2024-08-13
2024-03-31	$8,836,826	17,863	-2.9%	Shares	Sole	2024-05-14
2023-12-31	$9,682,836	18,392	-1.3%	Shares	Sole	2024-02-13
2023-09-30	$9,392,051	18,628	-0.7%	Shares	Sole	2023-11-13
2023-06-30	$9,013,922	18,754	+0.2%	Shares	Sole	2023-08-11
2023-03-31	$8,848,302	18,723	-0.4%	Shares	Sole	2023-05-12
2022-12-31	$9,962,082	18,790	-1.9%	Shares	Sole	2023-02-13
2022-09-30	$9,671,010	19,149	-0.6%	Shares	Sole	2022-11-14
2022-06-30	$9,896,622	19,268	-2.8%	Shares	Sole	2022-08-15
2022-03-31	$10,106,585	19,818	-0.2%	Shares	Sole	2022-05-13
2021-12-31	$9,969,487	19,854	-2.6%	Shares	Sole	2022-02-11
2021-09-30	$7,967,579	20,391	-1.9%	Shares	Sole	2021-11-15
2021-06-30	$8,323,145	20,785	-1.4%	Shares	Sole	2021-08-13
2021-03-31	$7,842,863	21,079	-4.1%	Shares	Sole	2021-05-14
2020-12-31	$7,711,453	21,990	-2.8%	Shares	Sole	2021-02-12
2020-09-30	$7,051,302	22,617	-2.2%	Shares	Sole	2020-11-13
2020-06-30	$6,817,769	23,115	-2.3%	Shares	Sole	2020-08-13
2020-03-31	$5,897,587	23,649	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.