Cohen Klingenstein LLC

Position in UNH — Unitedhealth Group Inc

CIK 1453620 NEW YORK, NY

Position in UNH

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$7,148,836

+$2,494,688 QoQ

Shares Held

17,200

0.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.24%

of 13F equity value

Holder Rank

#845

of 3,349 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

Cohen Klingenstein LLC holds $10,178,689 across 3 Healthcare Plans names. UNH ranks #1 (70.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc This page	17,200	$7,148,836
2	CI	Cigna Group	6,600	$1,819,488
3	CVS	CVS HEALTH Corp	11,700	$1,210,365

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,148,836	17,200	0.0%	Shares	Sole	2026-07-15
2026-03-31	$4,654,148	17,200	-0.5%	Shares	Sole	2026-04-15
2025-12-31	$5,707,271	17,289	+0.2%	Shares	Sole	2026-01-20
2025-09-30	$5,956,425	17,250	+0.3%	Shares	Sole	2025-10-16
2025-06-30	$5,365,884	17,200	0.0%	Shares	Sole	2025-07-18
2025-03-31	$9,008,500	17,200	0.0%	Shares	Sole	2025-04-15
2024-12-31	$8,700,792	17,200	-37.9%	Shares	Sole	2025-01-15
2024-09-30	$16,195,636	27,700	0.0%	Shares	Sole	2024-10-16
2024-06-30	$14,106,502	27,700	0.0%	Shares	Sole	2024-07-15
2024-03-31	$13,703,190	27,700	0.0%	Shares	Sole	2024-04-12
2023-12-31	$14,583,219	27,700	0.0%	Shares	Sole	2024-01-16
2023-09-30	$13,966,063	27,700	0.0%	Shares	Sole	2023-10-13
2023-06-30	$13,313,728	27,700	0.0%	Shares	Sole	2023-07-14
2023-03-31	$13,090,743	27,700	0.0%	Shares	Sole	2023-04-14
2022-12-31	$14,685,986	27,700	0.0%	Shares	Sole	2023-01-13
2022-09-30	$13,989,608	27,700	0.0%	Shares	Sole	2022-10-12
2022-06-30	$14,227,551	27,700	0.0%	Shares	Sole	2022-07-15
2022-03-31	$14,126,169	27,700	0.0%	Shares	Sole	2022-04-14
2021-12-31	$13,909,278	27,700	0.0%	Shares	Sole	2022-01-14
2021-09-30	$10,823,498	27,700	+13.1%	Shares	Sole	2021-10-15
2021-06-30	$9,810,780	24,500	0.0%	Shares	Sole	2021-07-16
2021-03-31	$9,115,715	24,500	0.0%	Shares	Sole	2021-04-15
2020-12-31	$8,591,660	24,500	0.0%	Shares	Sole	2021-01-25
2020-09-30	$7,638,365	24,500	0.0%	Shares	Sole	2020-10-19
2020-06-30	$7,226,275	24,500	0.0%	Shares	Sole	2020-07-15
2020-03-31	$6,109,810	24,500	—	Shares	Sole	2020-04-15
No filing history on record for this holder in this stock.