Position in UNH
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$40,297,406
+$11,930,916 QoQ
Shares Held
96,955
-7.5% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
1.00%
of 13F equity value
Holder Rank
#410
of 3,353 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, 2026Carnegie Investment Counsel holds $45,524,918 across 4 Healthcare Plans names. UNH ranks #1 (88.5% of the industry book) .
All Filings in UNH
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $40,297,406 | 96,955 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $28,366,490 | 104,832 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $35,612,266 | 107,880 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $36,470,931 | 105,621 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $32,228,060 | 103,305 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $49,667,736 | 94,831 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $13,461,946 | 26,612 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $15,526,762 | 26,556 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $13,163,861 | 25,849 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $15,211,035 | 30,748 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $22,217,034 | 42,200 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $21,068,587 | 41,787 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $19,656,734 | 40,897 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $18,474,960 | 39,093 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $19,196,227 | 36,207 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $15,302,712 | 30,300 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $11,055,885 | 21,525 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $7,406,804 | 14,524 | Shares | Sole | 2022-04-11 | |
| 2021-12-31 | $7,048,539 | 14,037 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $4,980,372 | 12,746 | Shares | Sole | 2021-10-08 | |
| 2021-06-30 | $5,150,859 | 12,863 | Shares | Sole | 2021-07-16 | |
| 2021-03-31 | $4,771,425 | 12,824 | Shares | Sole | 2021-04-12 | |
| 2020-12-31 | $4,567,256 | 13,024 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $4,111,310 | 13,187 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $4,095,380 | 13,885 | Shares | Sole | 2020-07-09 | |
| 2020-03-31 | $3,713,018 | 14,889 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||