Baldwin Investment Management, LLC
Position in UNH — Unitedhealth Group Inc
CIK 1346378
WEST CONSHOHOCKEN, PA
Position in UNH
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$1,051,128
+$268,041 QoQ
Shares Held
2,529
-12.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#1,786
of 3,349 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 87%
Shared 0%
None 13%
Common Shares in UNH Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Baldwin Investment Management, LLC holds $1,740,328 across 2 Healthcare Plans names. UNH ranks #1 (60.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
This page
|
2,529 | $1,051,128 | |
| 2 | CI |
Cigna Group
|
2,500 | $689,200 |
All Filings in UNH
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,051,128 | 2,529 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $783,087 | 2,894 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $948,736 | 2,874 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,121,879 | 3,249 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,182,054 | 3,789 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,355,988 | 2,589 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $1,368,857 | 2,706 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,637,104 | 2,800 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,388,242 | 2,726 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $1,401,485 | 2,833 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,474,642 | 2,801 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,331,565 | 2,641 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,345,792 | 2,800 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $1,143,667 | 2,420 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,339,764 | 2,527 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $1,223,206 | 2,422 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,348,792 | 2,626 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $1,491,662 | 2,925 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,473,780 | 2,935 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $1,203,479 | 3,080 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,194,112 | 2,982 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $976,311 | 2,624 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $976,293 | 2,784 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $877,632 | 2,815 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $819,961 | 2,780 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 | $684,548 | 2,745 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||