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Equibles

TD PRIVATE CLIENT WEALTH LLC

Position in UNH — Unitedhealth Group Inc

CIK 1551017 NEW YORK, NY
Back to UNH Full portfolio

Position in UNH

as of Jun 30, 2026 · filed Aug 4, 2026
Position Value
$4,961,375
+$3,386,542 QoQ
Shares Held
11,937
+105.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#973
of 3,349 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in UNH Over Time

Shares Held

Position Value (USD)

Position in Healthcare Plans

Healthcare · as of Jun 30, 2026

TD PRIVATE CLIENT WEALTH LLC holds $17,336,808 across 9 Healthcare Plans names. UNH ranks #2 (28.6% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 CVS
CVS HEALTH Corp
 111,151 $11,498,570
2 UNH
Unitedhealth Group Inc
This page 		11,937 $4,961,375
3 CI
Cigna Group
 1,812 $499,532
4 ELV
Elevance Health, Inc.
 422 $163,200
5 CNC
Centene Corp
 2,302 $147,765
6 HUM
Humana Inc
 124 $49,255
7 MOH
Molina Healthcare, Inc.
 72 $16,466
8 ALHC
Alignment Healthcare, Inc.
 15 $357

All Filings in UNH

Export CSV
26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $4,961,375 11,937
2026-03-31 $1,574,833 5,820
2025-12-31 $2,529,632 7,663
2025-09-30 $2,602,871 7,538
2025-06-30 $2,241,816 7,186
2025-03-31 $6,494,500 12,400
2024-12-31 $9,590,599 18,959
2024-09-30 $11,310,049 19,344
2024-06-30 $10,300,802 20,227
2024-03-31 $10,267,498 20,755
2023-12-31 $12,704,774 24,132
2023-09-30 $11,165,791 22,146
2023-06-30 $10,498,619 21,843
2023-03-31 $11,950,855 25,288
2022-12-31 $13,728,480 25,894
2022-09-30 $10,749,776 21,285
2022-06-30 $12,318,388 23,983
2022-03-31 $13,353,564 26,185
2021-12-31 $13,019,485 25,928
2021-09-30 $12,817,053 32,802
2021-06-30 $13,019,105 32,512
2021-03-31 $9,756,791 26,223
2020-12-31 $9,452,228 26,954
2020-09-30 $8,976,481 28,792
2020-06-30 $9,670,525 32,787
2020-03-31 $7,299,851 29,272

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