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Horizon Investments, LLC

Position in UNH — Unitedhealth Group Inc

CIK 1560717 Charlotte, NC

Position in UNH

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$14,070,738
+$4,070,814 QoQ
Shares Held
33,854
-8.4% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#623
of 3,349 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority Sole 99% Shared 0% None 1%

Common Shares in UNH Over Time

Shares Held

Position Value (USD)

Position in Healthcare Plans

Healthcare · as of Jun 30, 2026

Horizon Investments, LLC holds $40,150,365 across 8 Healthcare Plans names. UNH ranks #1 (35.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 UNH
Unitedhealth Group Inc
This page
33,854 $14,070,738

All Filings in UNH

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25 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $14,070,738 33,854
2026-03-31 $9,999,924 36,956
2025-12-31 $12,318,054 37,315
2025-09-30 $22,228,342 64,374
2025-06-30 $7,413,343 23,763
2025-03-31 $6,003,222 11,462
2024-12-31 $5,338,846 10,554
2024-09-30 $6,051,438 10,350
2024-06-30 $5,218,896 10,248
2024-03-31 $10,242,268 20,704
2023-12-31 $10,956,893 20,812
2023-09-30 $12,770,124 25,328
2023-06-30 $12,190,952 25,364
2023-03-31 $11,821,366 25,014
2022-12-31 $19,523,878 36,825
2022-09-30 $13,061,849 25,863
2022-06-30 $10,560,232 20,560
2022-03-31 $17,706,158 34,720
2021-12-31 $15,333,347 30,536
2021-09-30 $13,578,605 34,751
2021-06-30 $11,895,470 29,706
2021-03-31 $5,489,148 14,753
2020-09-30 $8,724,571 27,984
2020-06-30 $10,934,386 37,072
2020-03-31 $2,251,652 9,029