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OARSMAN CAPITAL, INC.

Position in UNH — Unitedhealth Group Inc

CIK 1569667 MILWAUKEE, WI

Position in UNH

as of Jun 30, 2026 · filed Aug 7, 2026
Position Value
$1,869,088
+$664,422 QoQ
Shares Held
4,497
+1.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.60%
of 13F equity value
Holder Rank
#1,444
of 3,349 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 87% Shared 0% None 13%

Common Shares in UNH Over Time

Shares Held

Position Value (USD)

Position in Healthcare Plans

Healthcare · as of Jun 30, 2026

OARSMAN CAPITAL, INC. holds $2,121,886 across 2 Healthcare Plans names. UNH ranks #1 (88.1% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 UNH
Unitedhealth Group Inc
This page
4,497 $1,869,088

All Filings in UNH

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26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $1,869,088 4,497
2026-03-31 $1,204,666 4,452
2025-12-31 $1,517,515 4,597
2025-09-30 $1,551,087 4,492
2025-06-30 $1,498,703 4,804
2025-03-31 $2,601,466 4,967
2024-12-31 $2,399,293 4,743
2024-09-30 $2,393,679 4,094
2024-06-30 $1,996,808 3,921
2024-03-31 $1,843,746 3,727
2023-12-31 $2,221,176 4,219
2023-09-30 $2,057,599 4,081
2023-06-30 $1,948,995 4,055
2023-03-31 $2,180,530 4,614
2022-12-31 $2,446,780 4,615
2022-09-30 $2,569,138 5,087
2022-06-30 $2,727,375 5,310
2022-03-31 $2,669,182 5,234
2021-12-31 $2,775,829 5,528
2021-09-30 $2,170,560 5,555
2021-06-30 $2,221,641 5,548
2021-03-31 $2,213,444 5,949
2020-12-31 $2,568,029 7,323
2020-09-30 $2,275,297 7,298
2020-06-30 $2,276,719 7,719
2020-03-31 $1,654,636 6,635