Pettee Investors, Inc.

Position in UNH — Unitedhealth Group Inc

CIK 1596901 ROWAYTON, CT

Position in UNH

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$901,085

+$314,446 QoQ

Shares Held

2,168

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.61%

of 13F equity value

Holder Rank

#1,890

of 3,340 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Pettee Investors, Inc. holds $3,090,652 across 3 Healthcare Plans names. UNH ranks #2 (29.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HUM	Humana Inc	3,460	$1,374,381
2	UNH	Unitedhealth Group Inc This page	2,168	$901,085
3	CVS	CVS HEALTH Corp	7,880	$815,186

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$901,085	2,168	0.0%	Shares	Sole	2026-08-06
2026-03-31	$586,639	2,168	-3.9%	Shares	Sole	2026-05-04
2025-12-31	$744,398	2,255	-22.5%	Shares	Sole	2026-02-02
2025-09-30	$1,004,132	2,908	-9.0%	Shares	Sole	2025-11-04
2025-06-30	$996,432	3,194	-0.1%	Shares	Sole	2025-08-01
2025-03-31	$1,674,428	3,197	-9.9%	Shares	Sole	2025-05-02
2024-12-31	$1,794,285	3,547	-1.1%	Shares	Sole	2025-02-07
2024-09-30	$2,097,247	3,587	0.0%	Shares	Sole	2024-11-05
2024-06-30	$1,826,715	3,587	-8.1%	Shares	Sole	2024-08-02
2024-03-31	$1,930,319	3,902	0.0%	Shares	Sole	2024-05-09
2023-12-31	$2,054,285	3,902	+13.4%	Shares	Sole	2024-02-07
2023-09-30	$1,735,421	3,442	+0.2%	Shares	Sole	2023-10-20
2023-06-30	$1,650,517	3,434	0.0%	Shares	Sole	2023-08-08
2023-03-31	$1,622,874	3,434	-0.6%	Shares	Sole	2023-05-05
2022-12-31	$1,832,302	3,456	-1.6%	Shares	Sole	2023-01-25
2022-09-30	$1,773,195	3,511	0.0%	Shares	Sole	2022-11-09
2022-06-30	$1,803,354	3,511	+2.1%	Shares	Sole	2022-07-25
2022-03-31	$1,754,296	3,440	0.0%	Shares	Sole	2022-05-16
2021-12-31	$1,727,361	3,440	0.0%	Shares	Sole	2022-02-11
2021-09-30	$1,344,145	3,440	0.0%	Shares	Sole	2021-11-02
2021-06-30	$1,377,513	3,440	0.0%	Shares	Sole	2021-08-02
2021-03-31	$1,279,920	3,440	0.0%	Shares	Sole	2021-05-03
2020-12-31	$1,206,339	3,440	+1.5%	Shares	Sole	2021-02-08
2020-09-30	$1,056,900	3,390	0.0%	Shares	Sole	2020-11-12
2020-06-30	$999,880	3,390	+5.3%	Shares	Sole	2020-08-04
2020-03-31	$803,003	3,220	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.