HENGEHOLD CAPITAL MANAGEMENT LLC

Position in UNH — Unitedhealth Group Inc

CIK 1536430 CINCINNATI, OH

Position in UNH

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$356,194

-$8,831 QoQ

Shares Held

857

-36.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#2,572

of 3,349 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 1% Shared 0% None 99%

Healthcare · as of Jun 30, 2026

HENGEHOLD CAPITAL MANAGEMENT LLC holds $1,465,679 across 4 Healthcare Plans names. UNH ranks #2 (24.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CI	Cigna Group	1,914	$527,651
2	UNH	Unitedhealth Group Inc This page	857	$356,194
3	ELV	Elevance Health, Inc.	916	$354,244
4	CVS	CVS HEALTH Corp	2,200	$227,590

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$356,194	857	-36.5%	Shares	Sole	2026-07-16
2026-03-31	$365,025	1,349	-0.1%	Shares	Sole	2026-04-15
2025-12-31	$445,978	1,351	-7.5%	Shares	Sole	2026-01-15
2025-09-30	$504,138	1,460	+18.9%	Shares	Sole	2025-10-16
2025-06-30	$383,099	1,228	+13.4%	Shares	Sole	2025-07-17
2025-03-31	$567,221	1,083	-1.8%	Shares	Sole	2025-04-17
2024-12-31	$557,963	1,103	-11.5%	Shares	Sole	2025-01-21
2024-09-30	$729,095	1,247	+25.5%	Shares	Sole	2024-10-16
2024-06-30	$506,204	994	+0.9%	Shares	Sole	2024-07-17
2024-03-31	$487,279	985	-4.6%	Shares	Sole	2024-04-16
2023-12-31	$543,317	1,032	0.0%	Shares	Sole	2024-01-19
2023-09-30	$520,324	1,032	0.0%	Shares	Sole	2023-10-16
2023-06-30	$496,020	1,032	-0.2%	Shares	Sole	2023-07-18
2023-03-31	$488,658	1,034	0.0%	Shares	Sole	2023-04-20
2022-12-31	$548,206	1,034	-0.4%	Shares	Sole	2023-01-20
2022-09-30	$524,231	1,038	0.0%	Shares	Sole	2022-10-21
2022-06-30	$533,147	1,038	+4.8%	Shares	Sole	2022-07-22
2022-03-31	$504,870	990	0.0%	Shares	Sole	2022-04-27
2021-12-31	$497,118	990	-1.4%	Shares	Sole	2022-02-02
2021-09-30	$392,302	1,004	0.0%	Shares	Sole	2021-11-03
2021-06-30	$402,041	1,004	0.0%	Shares	Sole	2021-08-04
2021-03-31	$373,558	1,004	-1.0%	Shares	Sole	2021-04-30
2020-12-31	$355,589	1,014	+0.9%	Shares	Sole	2021-02-09
2020-09-30	$313,328	1,005	0.0%	Shares	Sole	2020-11-09
2020-06-30	$296,424	1,005	-0.2%	Shares	Sole	2020-07-31
2020-03-31	$251,125	1,007	—	Shares	Sole	2020-04-22
No filing history on record for this holder in this stock.