DONALDSON CAPITAL MANAGEMENT, LLC

Position in UNH — Unitedhealth Group Inc

CIK 1487438 EVANSVILLE, IN

Position in UNH

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$1,331,678

+$494,473 QoQ

Shares Held

3,204

+3.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#1,636

of 3,349 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

DONALDSON CAPITAL MANAGEMENT, LLC holds $2,484,521 across 3 Healthcare Plans names. UNH ranks #1 (53.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc This page	3,204	$1,331,678
2	CVS	CVS HEALTH Corp	6,572	$679,873
3	ELV	Elevance Health, Inc.	1,223	$472,970

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,331,678	3,204	+3.6%	Shares	Sole	2026-08-05
2026-03-31	$837,205	3,094	-77.8%	Shares	Sole	2026-04-30
2025-12-31	$4,609,656	13,964	-90.9%	Shares	Sole	2026-01-14
2025-09-30	$53,082,969	153,730	+5.2%	Shares	Sole	2025-11-04
2025-06-30	$45,597,535	146,160	+32.9%	Shares	Sole	2025-08-07
2025-03-31	$57,591,550	109,960	+1.0%	Shares	Sole	2025-04-15
2024-12-31	$55,048,191	108,821	+1.8%	Shares	Sole	2025-02-07
2024-09-30	$62,493,521	106,885	+2.9%	Shares	Sole	2024-10-29
2024-06-30	$52,918,225	103,912	-0.1%	Shares	Sole	2024-07-31
2024-03-31	$51,481,944	104,067	+0.2%	Shares	Sole	2024-04-22
2023-12-31	$54,704,971	103,909	+11.1%	Shares	Sole	2024-01-30
2023-09-30	$47,151,344	93,519	+510.1%	Shares	Sole	2023-10-11
2023-06-30	$7,367,249	15,328	+0.5%	Shares	Sole	2023-07-17
2023-03-31	$7,205,107	15,246	-14.8%	Shares	Sole	2023-04-13
2022-12-31	$9,485,980	17,892	+6.3%	Shares	Sole	2023-02-08
2022-09-30	$8,497,803	16,826	+0.7%	Shares	Sole	2022-10-13
2022-06-30	$8,583,270	16,711	-2.1%	Shares	Sole	2022-08-11
2022-03-31	$8,708,757	17,077	+31.6%	Shares	Sole	2022-05-13
2021-12-31	$6,515,768	12,976	+103.0%	Shares	Sole	2022-01-21
2021-09-30	$2,497,610	6,392	-0.9%	Shares	Sole	2021-11-04
2021-06-30	$2,583,238	6,451	-4.0%	Shares	Sole	2021-07-28
2021-03-31	$2,500,310	6,720	-7.0%	Shares	Sole	2021-05-05
2020-12-31	$2,533,663	7,225	+12.9%	Shares	Sole	2021-01-11
2020-09-30	$1,995,328	6,400	-9.0%	Shares	Sole	2020-11-05
2020-06-30	$2,074,383	7,033	-0.6%	Shares	Sole	2020-07-27
2020-03-31	$1,764,114	7,074	—	Shares	Sole	2020-04-16
No filing history on record for this holder in this stock.