LMCG INVESTMENTS, LLC

Position in UNH — Unitedhealth Group Inc

CIK 1470944 BOSTON, MA

Position in UNH

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$976,314

+$345,299 QoQ

Shares Held

2,349

+0.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#1,836

of 3,349 holders

Holding Since

Mar 2022

18 quarters on record

Voting authority Sole 38% Shared 0% None 62%

Healthcare · as of Jun 30, 2026

LMCG INVESTMENTS, LLC holds $3,013,836 across 3 Healthcare Plans names. UNH ranks #2 (32.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ELV	Elevance Health, Inc.	4,287	$1,657,911
2	UNH	Unitedhealth Group Inc This page	2,349	$976,314
3	CI	Cigna Group	1,377	$379,611

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$976,314	2,349	+0.7%	Shares	Sole	2026-07-22
2026-03-31	$631,015	2,332	+9.0%	Shares	Sole	2026-04-29
2025-12-31	$706,105	2,139	-45.9%	Shares	Sole	2026-02-03
2025-09-30	$1,366,006	3,956	-7.3%	Shares	Sole	2025-10-29
2025-06-30	$1,331,175	4,267	-89.0%	Shares	Sole	2025-07-24
2025-03-31	$20,273,315	38,708	+1.9%	Shares	Sole	2025-04-10
2024-12-31	$19,209,527	37,974	+11.8%	Shares	Sole	2025-01-16
2024-09-30	$19,851,055	33,952	+5.0%	Shares	Sole	2024-10-29
2024-06-30	$16,460,810	32,323	+1.9%	Shares	Sole	2024-08-09
2024-03-31	$15,693,862	31,724	-11.2%	Shares	Sole	2024-05-06
2023-12-31	$18,806,034	35,721	-1.0%	Shares	Sole	2024-02-08
2023-09-30	$18,193,191	36,084	-2.1%	Shares	Sole	2023-11-03
2023-06-30	$17,720,235	36,868	+2.7%	Shares	Sole	2023-08-03
2023-03-31	$16,971,652	35,912	-4.2%	Shares	Sole	2023-05-05
2022-12-31	$19,868,495	37,475	-2.5%	Shares	Sole	2023-02-07
2022-09-30	$19,410,707	38,434	-1.6%	Shares	Sole	2022-11-08
2022-06-30	$20,053,656	39,043	-0.8%	Shares	Sole	2022-08-08
2022-03-31	$20,081,088	39,377	—	Shares	Sole	2022-05-10
No filing history on record for this holder in this stock.