Chicago Partners Investment Group LLC
Position in UNH — Unitedhealth Group Inc
CIK 1563525
CHICAGO, IL
Position in UNH
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$3,081,065
+$1,597,962 QoQ
Shares Held
7,413
+35.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#1,201
of 3,349 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 6%
Shared 0%
None 94%
Common Shares in UNH Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Chicago Partners Investment Group LLC holds $15,146,072 across 7 Healthcare Plans names. UNH ranks #2 (20.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CNC |
Centene Corp
|
69,164 | $4,439,637 | |
| 2 | UNH |
Unitedhealth Group Inc
This page
|
7,413 | $3,081,065 | |
| 3 | CVS |
CVS HEALTH Corp
|
24,612 | $2,546,111 | |
| 4 | MOH |
Molina Healthcare, Inc.
|
8,361 | $1,912,160 | |
| 5 | CI |
Cigna Group
|
6,570 | $1,811,217 | |
| 6 | ELV |
Elevance Health, Inc.
|
2,445 | $945,554 | |
| 7 | HUM |
Humana Inc
|
1,033 | $410,328 |
All Filings in UNH
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,081,065 | 7,413 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $1,483,103 | 5,481 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $2,244,748 | 6,800 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $3,109,081 | 9,004 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $1,436,933 | 4,606 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $1,908,545 | 3,644 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $1,701,713 | 3,364 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $1,796,136 | 3,072 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $1,516,576 | 2,978 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $1,291,167 | 2,610 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $1,356,713 | 2,577 | Shares | Sole | 2024-02-23 | |
| 2023-09-30 | $1,319,465 | 2,617 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $1,243,415 | 2,587 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $1,446,125 | 3,060 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $1,301,061 | 2,454 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $1,278,761 | 2,532 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $1,151,044 | 2,241 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $1,043,908 | 2,047 | Shares | Sole | 2022-05-20 | |
| 2021-12-31 | $890,294 | 1,773 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $643,158 | 1,646 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $643,507 | 1,607 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $508,991 | 1,368 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $465,703 | 1,328 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $335,776 | 1,077 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $279,907 | 949 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $194,516 | 780 | Shares | Sole | 2020-04-22 | |
| No filing history on record for this holder in this stock. | ||||||