Choate Investment Advisors

Position in UNH — Unitedhealth Group Inc

CIK 1399794 BOSTON, MA

Position in UNH

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$2,796,358

+$819,157 QoQ

Shares Held

6,728

-7.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#1,236

of 3,349 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 81% Shared 0% None 19%

Healthcare · as of Jun 30, 2026

Choate Investment Advisors holds $5,981,124 across 4 Healthcare Plans names. UNH ranks #1 (46.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc This page	6,728	$2,796,358
2	CI	Cigna Group	7,247	$1,997,852
3	CVS	CVS HEALTH Corp	8,692	$899,187
4	ELV	Elevance Health, Inc.	744	$287,727

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,796,358	6,728	-7.9%	Shares	Sole	2026-08-11
2026-03-31	$1,977,201	7,307	+1.4%	Shares	Sole	2026-05-13
2025-12-31	$2,378,112	7,204	-20.9%	Shares	Sole	2026-02-09
2025-09-30	$3,146,718	9,113	-26.0%	Shares	Sole	2025-11-10
2025-06-30	$3,839,414	12,307	-75.9%	Shares	Sole	2025-08-12
2025-03-31	$26,704,441	50,987	+8.6%	Shares	Sole	2025-05-14
2024-12-31	$23,747,091	46,944	+8.7%	Shares	Sole	2025-02-10
2024-09-30	$25,259,345	43,202	+29.3%	Shares	Sole	2024-11-13
2024-06-30	$17,014,376	33,410	+25.4%	Shares	Sole	2024-08-08
2024-03-31	$13,180,786	26,644	+15.6%	Shares	Sole	2024-05-07
2023-12-31	$12,136,186	23,052	+12.5%	Shares	Sole	2024-02-14
2023-09-30	$10,329,340	20,487	+49.6%	Shares	Sole	2023-10-30
2023-06-30	$6,580,442	13,691	+55.1%	Shares	Sole	2023-08-01
2023-03-31	$4,172,969	8,830	+11.9%	Shares	Sole	2023-05-15
2022-12-31	$4,185,240	7,894	+10.0%	Shares	Sole	2023-02-14
2022-09-30	$3,625,682	7,179	+7.1%	Shares	Sole	2022-11-14
2022-06-30	$3,443,375	6,704	+16.0%	Shares	Sole	2022-08-11
2022-03-31	$2,947,116	5,779	+19.5%	Shares	Sole	2022-04-29
2021-12-31	$2,428,349	4,836	+86.6%	Shares	Sole	2022-02-07
2021-09-30	$1,012,798	2,592	-1.2%	Shares	Sole	2021-11-04
2021-06-30	$1,050,754	2,624	+14.1%	Shares	Sole	2021-07-30
2021-03-31	$855,388	2,299	+19.7%	Shares	Sole	2021-05-07
2020-12-31	$673,305	1,920	+3.3%	Shares	Sole	2021-02-08
2020-09-30	$579,580	1,859	-16.8%	Shares	Sole	2020-10-26
2020-06-30	$658,918	2,234	0.0%	Shares	Sole	2020-07-23
2020-03-31	$557,114	2,234	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.