Palisades Hudson Asset Management, L.P.
Position in UNH — Unitedhealth Group Inc
CIK 1388443
FORT LAUDERDALE, FL
Position in UNH
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$435,164
+$151,857 QoQ
Shares Held
1,047
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.49%
of 13F equity value
Holder Rank
#2,414
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, 2026Palisades Hudson Asset Management, L.P. holds $714,769 across 2 Healthcare Plans names. UNH ranks #1 (60.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
This page
|
1,047 | $435,164 | |
| 2 | ELV |
Elevance Health, Inc.
|
723 | $279,605 |
All Filings in UNH
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $435,164 | 1,047 | Shares | Other | 2026-08-07 | |
| 2026-03-31 | $283,307 | 1,047 | Shares | Other | 2026-05-08 | |
| 2025-12-31 | $345,624 | 1,047 | Shares | Other | 2026-01-30 | |
| 2025-09-30 | $361,528 | 1,047 | Shares | Other | 2025-11-06 | |
| 2025-06-30 | $336,303 | 1,078 | Shares | Other | 2025-08-12 | |
| 2025-03-31 | $564,601 | 1,078 | Shares | Other | 2025-05-09 | |
| 2024-12-31 | $545,317 | 1,078 | Shares | Other | 2025-02-07 | |
| 2024-09-30 | $630,284 | 1,078 | Shares | Other | 2024-10-30 | |
| 2024-06-30 | $548,981 | 1,078 | Shares | Other | 2024-07-31 | |
| 2024-03-31 | $533,285 | 1,078 | Shares | Other | 2024-05-07 | |
| 2023-12-31 | $567,533 | 1,078 | Shares | Other | 2024-02-12 | |
| 2023-09-30 | $543,515 | 1,078 | Shares | Other | 2023-11-02 | |
| 2023-06-30 | $518,129 | 1,078 | Shares | Other | 2023-08-15 | |
| 2023-03-31 | $509,451 | 1,078 | Shares | Other | 2023-04-26 | |
| 2022-12-31 | $578,425 | 1,091 | Shares | Other | 2023-02-08 | |
| 2022-09-30 | $549,482 | 1,088 | Shares | Other | 2022-10-28 | |
| 2022-06-30 | $584,509 | 1,138 | Shares | Other | 2022-08-10 | |
| 2022-03-31 | $549,747 | 1,078 | Shares | Other | 2022-04-27 | |
| 2021-12-31 | $541,305 | 1,078 | Shares | Other | 2022-02-03 | |
| 2021-09-30 | $413,012 | 1,057 | Shares | Other | 2021-10-28 | |
| 2021-06-30 | $423,265 | 1,057 | Shares | Other | 2021-08-06 | |
| 2021-03-31 | $393,277 | 1,057 | Shares | Other | 2021-05-10 | |
| 2020-12-31 | $473,418 | 1,350 | Shares | Other | 2021-01-29 | |
| 2020-09-30 | $420,889 | 1,350 | Shares | Other | 2020-11-09 | |
| 2020-06-30 | $398,182 | 1,350 | Shares | Other | 2020-08-13 | |
| 2020-03-31 | $336,663 | 1,350 | Shares | Other | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||