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Edgestream Partners, L.P.

Position in UNH — Unitedhealth Group Inc

CIK 1535061 Princeton, NJ

Position in UNH

as of Jun 30, 2026 · filed Aug 11, 2026
Position Value
$2,616,390
+$1,273,452 QoQ
Shares Held
6,295
+26.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,270
of 3,353 holders
Holding Since
Sep 2020
21 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, 2026

Edgestream Partners, L.P. holds $26,618,682 across 7 Healthcare Plans names. UNH ranks #4 (9.8% of the industry book) .

# Ticker Company Shares Value (USD) Open
4 UNH
Unitedhealth Group Inc
This page
6,295 $2,616,390

All Filings in UNH

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21 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $2,616,390 6,295
2026-03-31 $1,342,938 4,963
2025-12-31 $1,736,378 5,260
2025-09-30 $2,201,978 6,377
2025-06-30 $7,330,671 23,498
2025-03-31 $2,543,330 4,856
2024-12-31 $3,778,774 7,470
2024-09-30 $4,521,915 7,734
2024-03-31 $3,004,313 6,073
2023-12-31 $771,805 1,466
2023-09-30 $256,632 509
2023-06-30 $708,944 1,475
2023-03-31 $869,093 1,839
2022-12-31 $5,099,801 9,619
2022-09-30 $25,142,406 49,783
2022-06-30 $12,052,327 23,465
2022-03-31 $6,014,076 11,793
2021-09-30 $11,865,992 30,368
2021-06-30 $11,637,186 29,061
2021-03-31 $7,173,137 19,279
2020-09-30 $561,809 1,802