Position in UNH
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$33,190,549
+$11,639,409 QoQ
Shares Held
79,856
+0.3% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
3.29%
of 13F equity value
Holder Rank
#444
of 3,349 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 86%
Shared 0%
None 14%
Common Shares in UNH Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Palisade Asset Management, LLC holds $33,459,415 across 2 Healthcare Plans names. UNH ranks #1 (99.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
This page
|
79,856 | $33,190,549 | |
| 2 | CVS |
CVS HEALTH Corp
|
2,599 | $268,866 |
All Filings in UNH
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $33,190,549 | 79,856 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $21,551,140 | 79,645 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $26,426,295 | 80,053 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $28,599,127 | 82,824 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $23,375,600 | 74,929 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $35,898,348 | 68,541 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $33,733,274 | 66,685 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $38,152,124 | 65,253 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $33,496,067 | 65,774 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $31,504,969 | 63,685 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $27,602,295 | 52,429 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $26,425,606 | 52,412 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $20,616,572 | 42,894 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $16,848,778 | 35,652 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $29,470,585 | 55,586 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $18,159,218 | 35,956 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $18,677,127 | 36,363 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $18,500,691 | 36,278 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $18,319,573 | 36,483 | Shares | Sole | 2022-02-01 | |
| 2021-09-30 | $14,280,374 | 36,547 | Shares | Sole | 2021-10-25 | |
| 2021-06-30 | $14,628,874 | 36,532 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $13,720,825 | 36,877 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $12,866,799 | 36,691 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $11,243,673 | 36,064 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $10,690,757 | 36,246 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 | $6,139,486 | 24,619 | Shares | Sole | 2020-04-24 | |
| No filing history on record for this holder in this stock. | ||||||