NAPLES GLOBAL ADVISORS, LLC

Position in UNH — Unitedhealth Group Inc

CIK 1582151 NAPLES, FL

Position in UNH

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$5,219,897

+$1,945,217 QoQ

Shares Held

12,559

+3.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.45%

of 13F equity value

Holder Rank

#954

of 3,349 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

NAPLES GLOBAL ADVISORS, LLC holds $6,585,944 across 3 Healthcare Plans names. UNH ranks #1 (79.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc This page	12,559	$5,219,897
2	ELV	Elevance Health, Inc.	1,850	$715,450
3	CVS	CVS HEALTH Corp	6,289	$650,597

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,219,897	12,559	+3.8%	Shares	Sole	2026-07-23
2026-03-31	$3,274,680	12,102	-3.4%	Shares	Sole	2026-04-20
2025-12-31	$4,133,967	12,523	-2.5%	Shares	Sole	2026-02-04
2025-09-30	$4,433,652	12,840	-23.7%	Shares	Sole	2025-10-30
2025-06-30	$5,250,455	16,830	+9.8%	Shares	Sole	2025-07-18
2025-03-31	$8,026,468	15,325	+5.9%	Shares	Sole	2025-04-10
2024-12-31	$7,318,782	14,468	+3.0%	Shares	Sole	2025-01-29
2024-09-30	$8,208,907	14,040	-0.3%	Shares	Sole	2024-10-24
2024-06-30	$7,172,417	14,084	+3.7%	Shares	Sole	2024-07-18
2024-03-31	$6,718,026	13,580	+10.9%	Shares	Sole	2024-04-29
2023-12-31	$6,448,204	12,248	-1.6%	Shares	Sole	2024-01-11
2023-09-30	$6,274,644	12,445	+0.8%	Shares	Sole	2023-10-16
2023-06-30	$5,934,462	12,347	+4.4%	Shares	Sole	2023-07-17
2023-03-31	$5,589,321	11,827	+2.7%	Shares	Sole	2023-04-17
2022-12-31	$6,103,432	11,512	-1.4%	Shares	Sole	2023-04-17
2022-09-30	$5,897,857	11,678	+0.9%	Shares	Sole	2022-10-20
2022-06-30	$5,945,780	11,576	+0.9%	Shares	Sole	2022-08-11
2022-03-31	$5,850,375	11,472	+0.9%	Shares	Sole	2022-04-28
2021-12-31	$5,708,829	11,369	+3.2%	Shares	Sole	2022-02-04
2021-09-30	$4,304,782	11,017	+0.0%	Shares	Sole	2021-10-29
2021-06-30	$4,409,645	11,012	-0.4%	Shares	Sole	2021-08-06
2021-03-31	$4,111,745	11,051	-1.0%	Shares	Sole	2021-05-10
2020-12-31	$3,914,640	11,163	-0.8%	Shares	Sole	2021-02-08
2020-09-30	$3,508,659	11,254	+2.1%	Shares	Sole	2020-10-26
2020-06-30	$3,250,938	11,022	+0.9%	Shares	Sole	2020-08-04
2020-03-31	$2,723,728	10,922	—	Shares	Sole	2020-04-27
No filing history on record for this holder in this stock.