Clean Yield Group

Position in UNH — Unitedhealth Group Inc

CIK 1525865 NORWICH, VT

Position in UNH

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

Position Value

$342,479

+$97,866 QoQ

Shares Held

824

-8.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#2,600

of 3,349 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

Clean Yield Group holds $755,940 across 3 Healthcare Plans names. UNH ranks #1 (45.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc This page	824	$342,479
2	CVS	CVS HEALTH Corp	2,118	$219,107
3	CI	Cigna Group	705	$194,354

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$342,479	824	-8.8%	Shares	Sole	2026-08-05
2026-03-31	$244,613	904	0.0%	Shares	Sole	2026-04-14
2025-12-31	$298,419	904	0.0%	Shares	Sole	2026-01-26
2025-09-30	$312,151	904	-2.9%	Shares	Sole	2025-10-23
2025-06-30	$290,444	931	-43.8%	Shares	Sole	2025-07-17
2025-03-31	$867,330	1,656	-9.7%	Shares	Sole	2025-04-14
2024-12-31	$927,747	1,834	-12.7%	Shares	Sole	2025-01-13
2024-09-30	$1,228,997	2,102	+0.7%	Shares	Sole	2024-10-07
2024-06-30	$1,062,825	2,087	+2.1%	Shares	Sole	2024-07-10
2024-03-31	$1,011,661	2,045	0.0%	Shares	Sole	2024-05-29
2023-12-31	$1,076,631	2,045	-0.2%	Shares	Sole	2024-01-24
2023-09-30	$1,033,589	2,050	-1.1%	Shares	Sole	2023-10-12
2023-06-30	$996,366	2,073	0.0%	Shares	Sole	2023-07-26
2023-03-31	$979,679	2,073	-1.9%	Shares	Sole	2023-04-26
2022-12-31	$1,120,270	2,113	+75.2%	Shares	Sole	2023-01-31
2022-09-30	$609,078	1,206	+1.4%	Shares	Sole	2022-10-31
2022-06-30	$610,706	1,189	0.0%	Shares	Sole	2022-07-18
2022-03-31	$606,354	1,189	+2.2%	Shares	Sole	2022-04-25
2021-12-31	$583,988	1,163	-9.8%	Shares	Sole	2022-01-24
2021-09-30	$503,663	1,289	+419.8%	Shares	Sole	2021-10-27
2021-06-30	$99,309	248	+12.2%	Shares	Sole	2021-07-26
2020-12-31	$77,500	221	+53.5%	Shares	Sole	2021-01-26
2020-09-30	$44,894	144	+38.5%	Shares	Sole	2020-10-16
2020-06-30	$30,674	104	-28.3%	Shares	Sole	2020-07-22
2020-03-31	$36,160	145	—	Shares	Sole	2020-04-20
No filing history on record for this holder in this stock.