Position in UNH
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$63,130,456
+$21,572,974 QoQ
Shares Held
151,891
-1.1% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.50%
of 13F equity value
Holder Rank
#326
of 3,349 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 88%
Shared 0%
None 12%
Common Shares in UNH Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Boston Trust Walden Corp holds $63,798,536 across 2 Healthcare Plans names. UNH ranks #1 (99.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
This page
|
151,891 | $63,130,456 | |
| 2 | CVS |
CVS HEALTH Corp
|
6,458 | $668,080 |
All Filings in UNH
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $63,130,456 | 151,891 | Shares | Defined | 2026-07-24 | |
| 2026-03-31 | $41,557,482 | 153,581 | Shares | Defined | 2026-04-24 | |
| 2025-12-31 | $51,274,665 | 155,326 | Shares | Defined | 2026-01-28 | |
| 2025-09-30 | $53,832,269 | 155,900 | Shares | Defined | 2025-10-17 | |
| 2025-06-30 | $63,628,464 | 203,957 | Shares | Defined | 2025-07-28 | |
| 2025-03-31 | $154,276,847 | 294,562 | Shares | Defined | 2025-04-21 | |
| 2024-12-31 | $149,766,428 | 296,063 | Shares | Defined | 2025-01-24 | |
| 2024-09-30 | $171,995,315 | 294,170 | Shares | Defined | 2024-10-24 | |
| 2024-06-30 | $151,107,626 | 296,720 | Shares | Defined | 2024-07-19 | |
| 2024-03-31 | $151,454,878 | 306,155 | Shares | Defined | 2024-04-22 | |
| 2023-12-31 | $160,509,646 | 304,879 | Shares | Defined | 2024-01-24 | |
| 2023-09-30 | $153,469,889 | 304,389 | Shares | Defined | 2023-10-18 | |
| 2023-06-30 | $145,757,444 | 303,257 | Shares | Defined | 2023-07-24 | |
| 2023-03-31 | $142,885,695 | 302,346 | Shares | Defined | 2023-04-19 | |
| 2022-12-31 | $147,701,784 | 278,588 | Shares | Defined | 2023-01-20 | |
| 2022-09-30 | $141,529,884 | 280,235 | Shares | Defined | 2022-10-19 | |
| 2022-06-30 | $148,365,106 | 288,856 | Shares | Defined | 2022-07-22 | |
| 2022-03-31 | $147,254,857 | 288,752 | Shares | Defined | 2022-04-20 | |
| 2021-12-31 | $145,392,628 | 289,546 | Shares | Defined | 2022-01-21 | |
| 2021-09-30 | $110,758,378 | 283,458 | Shares | Defined | 2021-10-25 | |
| 2021-06-30 | $115,199,380 | 287,682 | Shares | Defined | 2021-07-22 | |
| 2021-03-31 | $105,046,522 | 282,330 | Shares | Defined | 2021-04-21 | |
| 2020-12-31 | $96,930,757 | 276,408 | Shares | Defined | 2021-01-15 | |
| 2020-09-30 | $86,725,060 | 278,170 | Shares | Defined | 2020-10-14 | |
| 2020-06-30 | $81,976,927 | 277,935 | Shares | Defined | 2020-07-23 | |
| 2020-03-31 | $71,831,415 | 288,040 | Shares | Defined | 2020-04-24 | |
| No filing history on record for this holder in this stock. | ||||||