Perigon Wealth Management, LLC
Position in UNH — Unitedhealth Group Inc
CIK 1575239
SAN FRANCISCO, CA
Position in UNH
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$4,159,625
+$1,648,009 QoQ
Shares Held
10,008
+7.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#1,053
of 3,349 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in UNH Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Perigon Wealth Management, LLC holds $14,407,436 across 9 Healthcare Plans names. UNH ranks #1 (28.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
This page
|
10,008 | $4,159,625 | |
| 2 | CVS |
CVS HEALTH Corp
|
34,184 | $3,536,334 | |
| 3 | CI |
Cigna Group
|
11,641 | $3,209,190 | |
| 4 | OSCR |
Oscar Health, Inc.
|
42,945 | $1,224,791 | |
| 5 | CNC |
Centene Corp
|
14,894 | $956,045 | |
| 6 | ELV |
Elevance Health, Inc.
|
2,060 | $796,663 | |
| 7 | HUM |
Humana Inc
|
602 | $239,126 | |
| 8 | MOH |
Molina Healthcare, Inc.
|
981 | $224,354 |
All Filings in UNH
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,159,625 | 10,008 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $2,511,616 | 9,282 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $3,617,015 | 10,957 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $2,924,345 | 8,469 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $3,570,808 | 11,446 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $9,744,892 | 18,606 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $8,910,218 | 17,614 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $7,977,958 | 13,645 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $6,904,037 | 13,557 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $6,851,595 | 13,850 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $7,278,974 | 13,826 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $6,545,898 | 12,983 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $6,537,665 | 13,602 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $2,674,859 | 5,660 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $2,912,808 | 5,494 | Shares | Sole | 2023-05-01 | |
| 2022-09-30 | $1,941,878 | 3,845 | Shares | Sole | 2022-12-13 | |
| 2022-06-30 | $1,772,537 | 3,451 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $1,637,003 | 3,210 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,638,984 | 3,264 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $1,171,438 | 2,998 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $1,212,131 | 3,027 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $1,105,047 | 2,970 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $975,942 | 2,783 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $755,730 | 2,424 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $681,039 | 2,309 | Shares | Sole | 2020-07-29 | |
| 2020-03-31 | $595,768 | 2,389 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||