Compagnie Lombard Odier SCmA

Position in UNH — Unitedhealth Group Inc

CIK 1615423 1204 GENEVA, V8

Back to UNH Full portfolio

Position in UNH

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$1,429,350

+$1,046,736 QoQ

Shares Held

3,439

+143.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#1,599

of 3,349 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Common Shares in UNH Over Time

Shares Held

Position Value (USD)

Position in Healthcare Plans

Healthcare · as of Jun 30, 2026

Compagnie Lombard Odier SCmA holds $2,210,663 across 3 Healthcare Plans names. UNH ranks #1 (64.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc This page	3,439	$1,429,350
2	ELV	Elevance Health, Inc.	1,236	$477,998
3	CVS	CVS HEALTH Corp	2,932	$303,315

All Filings in UNH

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,429,350	3,439	+143.2%	Shares	Defined	2026-07-29
2026-03-31	$382,614	1,414	-23.2%	Shares	Defined	2026-04-15
2025-12-31	$607,731	1,841	-24.0%	Shares	Defined	2026-01-16
2025-09-30	$836,661	2,423	+48.1%	Shares	Defined	2025-11-06
2025-06-30	$510,382	1,636	-95.6%	Shares	Defined	2025-07-15
2025-03-31	$19,515,448	37,261	+0.1%	Shares	Defined	2025-04-16
2024-12-31	$18,836,202	37,236	+10.1%	Shares	Defined	2025-01-30
2024-09-30	$19,767,446	33,809	+13.4%	Shares	Defined	2024-10-11
2024-06-30	$15,177,985	29,804	-34.1%	Shares	Defined	2024-07-18
2024-03-31	$22,373,302	45,226	-9.4%	Shares	Defined	2024-05-01
2023-12-31	$26,275,591	49,909	+145.7%	Shares	Defined	2024-01-16
2023-09-30	$10,239,594	20,309	+6.1%	Shares	Defined	2023-10-23
2023-06-30	$9,197,526	19,136	+1.6%	Shares	Defined	2023-08-07
2023-03-31	$8,902,177	18,837	-52.7%	Shares	Defined	2023-05-01
2022-12-31	$21,101,163	39,800	+829.5%	Shares	Defined	2023-02-14
2022-09-30	$2,162,581	4,282	-43.3%	Shares	Defined	2022-11-09
2022-06-30	$3,877,906	7,550	+71.9%	Shares	Defined	2022-08-11
2022-03-31	$2,239,277	4,391	0.0%	Shares	Defined	2022-04-27
2021-12-31	$2,204,896	4,391	-2.8%	Shares	Defined	2022-02-09
2021-09-30	$1,764,581	4,516	+2.8%	Shares	Defined	2021-10-28
2021-06-30	$1,758,331	4,391	-32.2%	Shares	Defined	2021-07-15
2021-03-31	$2,411,013	6,480	+0.6%	Shares	Defined	2021-04-23
2020-12-31	$2,259,781	6,444	0.0%	Shares	Defined	2021-02-09
2020-09-30	$2,009,045	6,444	+34.9%	Shares	Defined	2020-11-12
2020-06-30	$1,408,976	4,777	+12.3%	Shares	Defined	2020-08-14
2020-03-31	$1,060,862	4,254	—	Shares	Defined	2020-05-13
No filing history on record for this holder in this stock.