Position in UNH
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$6,307,600
+$2,240,904 QoQ
Shares Held
15,176
+1.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.78%
of 13F equity value
Holder Rank
#888
of 3,349 holders
Holding Since
Mar 2020
26 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, 2026Johnson Financial Group, Inc. holds $11,607,770 across 8 Healthcare Plans names. UNH ranks #1 (54.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
This page
|
15,176 | $6,307,600 | |
| 2 | ELV |
Elevance Health, Inc.
|
13,053 | $5,047,986 | |
| 3 | CVS |
CVS HEALTH Corp
|
1,594 | $164,899 | |
| 4 | CI |
Cigna Group
|
106 | $29,221 | |
| 5 | HUM |
Humana Inc
|
65 | $25,819 | |
| 6 | CNC |
Centene Corp
|
317 | $20,348 | |
| 7 | MOH |
Molina Healthcare, Inc.
|
52 | $11,892 | |
| 8 | CLOV |
Clover Health Investments, Corp. /De
|
1 | $5 |
All Filings in UNH
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,307,600 | 15,176 | Shares | Defined | 2026-08-10 | |
| 2026-03-31 | $4,066,696 | 15,029 | Shares | Defined | 2026-05-07 | |
| 2025-12-31 | $4,852,616 | 14,700 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $4,348,017 | 12,592 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $5,396,768 | 17,299 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $9,813,503 | 18,737 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $9,459,581 | 18,700 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $11,378,457 | 19,461 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $10,285,014 | 20,196 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $4,364,736 | 8,823 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $4,694,532 | 8,917 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $4,975,850 | 9,869 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $4,842,447 | 10,075 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $3,690,453 | 7,809 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $3,227,734 | 6,088 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $3,092,863 | 6,124 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $3,502,441 | 6,819 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $3,966,036 | 7,777 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $4,038,209 | 8,042 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $3,381,854 | 8,655 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $3,495,440 | 8,729 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $3,254,495 | 8,747 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $3,205,916 | 9,142 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $2,493,223 | 7,997 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $1,895,642 | 6,427 | Shares | Defined | 2020-08-11 | |
| 2020-03-31 | $1,554,884 | 6,235 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||