Position in UNH
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$3,432,272
+$1,935,910 QoQ
Shares Held
8,258
+49.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,142
of 3,349 holders
Holding Since
Mar 2021
22 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, 2026Crestwood Advisors Group, LLC holds $9,153,147 across 7 Healthcare Plans names. UNH ranks #1 (37.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
This page
|
8,258 | $3,432,272 | |
| 2 | CVS |
CVS HEALTH Corp
|
23,110 | $2,390,729 | |
| 3 | ELV |
Elevance Health, Inc.
|
2,395 | $926,218 | |
| 4 | CI |
Cigna Group
|
3,008 | $829,245 | |
| 5 | CNC |
Centene Corp
|
11,390 | $731,124 | |
| 6 | HUM |
Humana Inc
|
1,351 | $536,644 | |
| 7 | MOH |
Molina Healthcare, Inc.
|
1,342 | $306,915 |
All Filings in UNH
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,432,272 | 8,258 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $1,496,362 | 5,530 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $1,946,988 | 5,898 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $1,770,353 | 5,127 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $1,378,595 | 4,419 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $2,805,728 | 5,357 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $2,097,801 | 4,147 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $2,267,389 | 3,878 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $1,551,715 | 3,047 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $1,414,347 | 2,859 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $1,426,733 | 2,710 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,215,602 | 2,411 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $518,129 | 1,078 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $427,693 | 905 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,031,730 | 1,946 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $633,320 | 1,254 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $394,467 | 768 | Shares | Sole | 2022-07-07 | |
| 2022-03-31 | $433,984 | 851 | Shares | Sole | 2022-04-12 | |
| 2021-12-31 | $468,998 | 934 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $347,367 | 889 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $379,216 | 947 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $358,675 | 964 | Shares | Sole | 2021-04-21 | |
| No filing history on record for this holder in this stock. | ||||||