Advisors Capital Management, LLC

Position in UNH — Unitedhealth Group Inc

CIK 1345576 RIDGEWOOD, NJ

Position in UNH

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$6,928,552

+$2,378,311 QoQ

Shares Held

16,670

-0.9% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#859

of 3,349 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Advisors Capital Management, LLC holds $35,508,032 across 4 Healthcare Plans names. UNH ranks #2 (19.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CVS	CVS HEALTH Corp	268,386	$27,764,531
2	UNH	Unitedhealth Group Inc This page	16,670	$6,928,552
3	CI	Cigna Group	1,493	$411,590
4	ELV	Elevance Health, Inc.	1,043	$403,359

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,928,552	16,670	-0.9%	Shares	Sole	2026-08-11
2026-03-31	$4,550,241	16,816	-16.4%	Shares	Sole	2026-05-01
2025-12-31	$6,637,851	20,108	+1.9%	Shares	Sole	2026-01-29
2025-09-30	$6,813,114	19,731	-0.7%	Shares	Sole	2025-11-07
2025-06-30	$6,201,651	19,879	-79.7%	Shares	Sole	2025-08-08
2025-03-31	$51,388,778	98,117	+4.8%	Shares	Sole	2025-05-27
2024-12-31	$47,361,142	93,625	-1.6%	Shares	Sole	2025-02-13
2024-09-30	$55,653,935	95,187	+0.2%	Shares	Sole	2024-11-14
2024-06-30	$48,386,829	95,014	+8.8%	Shares	Sole	2024-08-09
2024-03-31	$43,182,857	87,291	+5.9%	Shares	Sole	2024-05-06
2023-12-31	$43,393,763	82,424	+1.0%	Shares	Sole	2024-02-14
2023-09-30	$41,162,575	81,641	+16.8%	Shares	Sole	2023-11-15
2023-06-30	$33,590,007	69,886	+9.9%	Shares	Sole	2023-08-03
2023-03-31	$30,060,977	63,609	+269.2%	Shares	Sole	2023-05-04
2022-12-31	$9,135,531	17,231	-10.5%	Shares	Sole	2023-02-13
2022-09-30	$9,728,585	19,263	+37.6%	Shares	Sole	2022-11-16
2022-06-30	$7,190,306	13,999	+39.1%	Shares	Sole	2022-08-12
2022-03-31	$5,133,867	10,067	-17.0%	Shares	Sole	2022-05-10
2021-12-31	$6,087,945	12,124	+3.9%	Shares	Sole	2022-02-14
2021-09-30	$4,560,326	11,671	-0.0%	Shares	Sole	2021-11-12
2021-06-30	$4,674,736	11,674	+19.0%	Shares	Sole	2021-08-02
2021-03-31	$3,650,006	9,810	-11.8%	Shares	Sole	2021-05-12
2020-12-31	$3,902,016	11,127	+3.5%	Shares	Sole	2021-02-16
2020-09-30	$3,351,839	10,751	+6.9%	Shares	Sole	2020-11-05
2020-06-30	$2,966,017	10,056	+28.5%	Shares	Sole	2020-08-18
2020-03-31	$1,952,146	7,828	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.