Goelzer Investment Management, Inc.

Position in UNH — Unitedhealth Group Inc

CIK 1550057 CARMEL, IN

Position in UNH

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$7,351,663

+$2,333,572 QoQ

Shares Held

17,688

-4.6% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.45%

of 13F equity value

Holder Rank

#830

of 3,353 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 7% Shared 0% None 93%

Healthcare · as of Jun 30, 2026

Goelzer Investment Management, Inc. holds $13,822,935 across 4 Healthcare Plans names. UNH ranks #1 (53.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc This page	17,688	$7,351,663
2	CI	Cigna Group	14,165	$3,905,007
3	ELV	Elevance Health, Inc.	4,877	$1,886,082
4	CVS	CVS HEALTH Corp	6,575	$680,183

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,351,663	17,688	-4.6%	Shares	Sole	2026-07-15
2026-03-31	$5,018,091	18,545	-25.8%	Shares	Sole	2026-04-09
2025-12-31	$8,247,468	24,984	+2.7%	Shares	Sole	2026-01-14
2025-09-30	$8,398,041	24,321	+0.9%	Shares	Sole	2025-10-14
2025-06-30	$7,521,284	24,109	+50.6%	Shares	Sole	2025-07-09
2025-03-31	$8,386,808	16,013	-3.1%	Shares	Sole	2025-04-29
2024-12-31	$8,362,877	16,532	+10.2%	Shares	Sole	2025-01-21
2024-09-30	$8,768,445	14,997	-7.3%	Shares	Sole	2024-10-04
2024-06-30	$8,235,243	16,171	-11.7%	Shares	Sole	2024-08-09
2024-03-31	$9,061,914	18,318	+8.4%	Shares	Sole	2024-05-02
2023-12-31	$8,893,657	16,893	+2.3%	Shares	Sole	2024-02-08
2023-09-30	$8,326,193	16,514	-0.8%	Shares	Sole	2023-11-13
2023-06-30	$7,997,849	16,640	-3.5%	Shares	Sole	2023-07-27
2023-03-31	$8,146,506	17,238	-22.4%	Shares	Sole	2023-04-28
2022-12-31	$11,777,948	22,215	-1.7%	Shares	Sole	2023-01-20
2022-09-30	$11,417,944	22,608	+6.2%	Shares	Sole	2022-11-14
2022-06-30	$10,931,587	21,283	-1.3%	Shares	Sole	2022-08-01
2022-03-31	$10,999,032	21,568	-1.0%	Shares	Sole	2022-05-10
2021-12-31	$10,937,613	21,782	-4.0%	Shares	Sole	2022-02-11
2021-09-30	$8,867,453	22,694	-3.2%	Shares	Sole	2021-10-29
2021-06-30	$9,389,917	23,449	-1.2%	Shares	Sole	2021-08-12
2021-03-31	$8,827,732	23,726	-12.2%	Shares	Sole	2021-05-06
2020-12-31	$9,477,127	27,025	-4.5%	Shares	Sole	2021-02-12
2020-09-30	$8,818,726	28,286	-12.2%	Shares	Sole	2020-10-27
2020-06-30	$9,503,583	32,221	-5.9%	Shares	Sole	2020-08-12
2020-03-31	$8,540,267	34,246	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.