Position in UNH
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$9,617,678
-$20,815,849 QoQ
Shares Held
23,140
-79.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.69%
of 13F equity value
Holder Rank
#761
of 3,353 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UNH Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Obermeyer Wealth Partners holds $9,951,802 across 2 Healthcare Plans names. UNH ranks #1 (96.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
This page
|
23,140 | $9,617,678 | |
| 2 | CI |
Cigna Group
|
1,212 | $334,124 |
All Filings in UNH
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,617,678 | 23,140 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $30,433,527 | 112,471 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $36,690,736 | 111,147 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $39,437,058 | 114,211 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $35,357,743 | 113,337 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $39,753,672 | 75,902 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $39,950,799 | 78,976 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $50,088,950 | 85,669 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $44,685,018 | 87,745 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $43,436,638 | 87,804 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $44,430,909 | 84,394 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $43,389,583 | 86,058 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $41,633,517 | 86,621 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $54,804,844 | 115,967 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $63,875,556 | 120,479 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $61,617,910 | 122,006 | Shares | Sole | 2022-12-09 | |
| 2022-06-30 | $65,609,041 | 127,736 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $65,976,858 | 129,374 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $65,931,484 | 131,301 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $50,414,056 | 129,022 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $51,126,177 | 127,675 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $47,086,946 | 126,554 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $43,852,183 | 125,049 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $39,139,605 | 125,540 | Shares | Sole | 2020-10-22 | |
| 2020-06-30 | $36,776,430 | 124,687 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $30,736,833 | 123,253 | Shares | Sole | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||