Hartford Financial Management Inc.
Position in UNH — Unitedhealth Group Inc
CIK 1352526
WEST HARTFORD, CT
Position in UNH
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$2,328,774
+$541,528 QoQ
Shares Held
5,603
-15.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.94%
of 13F equity value
Holder Rank
#1,326
of 3,349 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in UNH Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Hartford Financial Management Inc. holds $4,427,631 across 5 Healthcare Plans names. UNH ranks #1 (52.6% of the industry book) .
All Filings in UNH
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,328,774 | 5,603 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $1,787,246 | 6,605 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $2,022,914 | 6,128 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $2,212,337 | 6,407 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $1,853,725 | 5,942 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $2,391,966 | 4,567 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $2,254,112 | 4,456 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $2,652,693 | 4,537 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $2,638,985 | 5,182 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $2,373,570 | 4,798 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $2,447,032 | 4,648 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $2,352,550 | 4,666 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $2,222,479 | 4,624 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $1,798,204 | 3,805 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $2,018,395 | 3,807 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $2,142,884 | 4,243 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $2,502,918 | 4,873 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $2,729,869 | 5,353 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $2,731,139 | 5,439 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $2,157,666 | 5,522 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $2,227,647 | 5,563 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $2,133,821 | 5,735 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $1,978,185 | 5,641 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $1,794,236 | 5,755 | Shares | Sole | 2020-10-16 | |
| 2020-06-30 | $1,620,750 | 5,495 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $1,158,619 | 4,646 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||