Position in UNH
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$6,500,866
+$2,422,806 QoQ
Shares Held
15,641
+3.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#878
of 3,349 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in UNH Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Ballentine Partners, LLC holds $11,411,489 across 8 Healthcare Plans names. UNH ranks #1 (57.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
This page
|
15,641 | $6,500,866 | |
| 2 | CI |
Cigna Group
|
6,703 | $1,847,881 | |
| 3 | CVS |
CVS HEALTH Corp
|
7,740 | $800,702 | |
| 4 | CNC |
Centene Corp
|
10,403 | $667,767 | |
| 5 | ELV |
Elevance Health, Inc.
|
1,679 | $649,318 | |
| 6 | HUM |
Humana Inc
|
886 | $351,936 | |
| 7 | PGNY |
Progyny, Inc.
|
11,997 | $345,872 | |
| 8 | ALHC |
Alignment Healthcare, Inc.
|
10,380 | $247,147 |
All Filings in UNH
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,500,866 | 15,641 | Shares | Other | 2026-07-17 | |
| 2026-03-31 | $4,078,060 | 15,071 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $5,519,106 | 16,719 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $5,583,155 | 16,169 | Shares | Other | 2025-11-03 | |
| 2025-06-30 | $5,069,198 | 16,249 | Shares | Other | 2025-07-15 | |
| 2025-03-31 | $9,191,810 | 17,550 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $8,651,215 | 17,102 | Shares | Other | 2025-01-16 | |
| 2024-09-30 | $10,133,087 | 17,331 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $8,413,992 | 16,522 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $9,648,133 | 19,503 | Shares | Other | 2024-04-11 | |
| 2023-12-31 | $10,388,304 | 19,732 | Shares | Other | 2024-01-23 | |
| 2023-09-30 | $9,253,902 | 18,354 | Shares | Other | 2023-10-19 | |
| 2023-06-30 | $8,274,216 | 17,215 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $6,114,368 | 12,938 | Shares | Other | 2023-04-27 | |
| 2022-12-31 | $8,089,485 | 15,258 | Shares | Other | 2023-01-27 | |
| 2022-09-30 | $6,885,714 | 13,634 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $6,213,893 | 12,098 | Shares | Other | 2022-08-09 | |
| 2022-03-31 | $5,659,645 | 11,098 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $5,392,480 | 10,739 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $3,521,348 | 9,012 | Shares | Other | 2021-10-27 | |
| 2021-06-30 | $3,594,348 | 8,976 | Shares | Other | 2021-08-12 | |
| 2021-03-31 | $3,330,769 | 8,952 | Shares | Other | 2021-05-11 | |
| 2020-12-31 | $3,185,927 | 9,085 | Shares | Other | 2021-01-25 | |
| 2020-09-30 | $3,288,236 | 10,547 | Shares | Other | 2020-10-22 | |
| 2020-06-30 | $3,387,794 | 11,486 | Shares | Other | 2020-07-31 | |
| 2020-03-31 | $3,335,455 | 13,375 | Shares | Other | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||