Baird Financial Group, Inc.

Position in UNH — Unitedhealth Group Inc

CIK 1648711 MILWAUKEE, WI

Back to UNH Full portfolio

Position in UNH

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$62,265,113

+$33,645,623 QoQ

Shares Held

149,809

+41.6% QoQ

Ownership

0.017%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#330

of 3,349 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 96% Shared 0% None 4%

Common Shares in UNH Over Time

Shares Held

Position Value (USD)

Position in Healthcare Plans

Healthcare · as of Jun 30, 2026

Baird Financial Group, Inc. holds $102,035,623 across 7 Healthcare Plans names. UNH ranks #1 (61.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc This page	149,809	$62,265,113
2	CVS	CVS HEALTH Corp	261,756	$27,078,657
3	HUM	Humana Inc	11,228	$4,459,984
4	ALHC	Alignment Healthcare, Inc.	167,834	$3,996,127
5	ELV	Elevance Health, Inc.	5,164	$1,997,073
6	CI	Cigna Group	6,229	$1,717,210
7	OSCR	Oscar Health, Inc.	18,284	$521,459

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	$62,265,113	149,809	+41.6%	Shares	Defined	2026-08-12
2026-03-31	$28,619,490	105,767	-12.5%	Shares	Defined	2026-05-14
2025-12-31	$39,891,481	120,843	-13.9%	Shares	Defined	2026-02-13
2025-09-30	$48,475,285	140,386	-18.6%	Shares	Defined	2025-11-13
2025-06-30	$53,824,495	172,531	-60.6%	Shares	Defined	2025-08-13
2025-03-31	$229,390,453	437,977	+5.2%	Shares	Defined	2025-05-15
2024-12-31	$210,514,143	416,151	+4.6%	Shares	Defined	2025-02-14
2024-09-30	$232,621,368	397,861	-5.9%	Shares	Defined	2024-11-14
2024-06-30	$215,275,404	422,722	-8.7%	Shares	Defined	2024-08-14
2024-03-31	$229,134,649	463,179	-2.8%	Shares	Defined	2024-05-14
2023-12-31	$250,908,229	476,586	+71.0%	Shares	Defined	2024-02-14
2023-09-30	$140,543,969	278,752	+20.8%	Shares	Defined	2023-11-13
2023-06-30	$110,926,424	230,789	-32.6%	Shares	Defined	2023-08-11
2023-03-31	$161,854,512	342,484	+2.3%	Shares	Defined	2023-05-15
2022-12-31	$177,504,792	334,801	+7.0%	Shares	Defined	2023-02-13
2022-09-30	$157,979,541	312,806	-1.3%	Shares	Defined	2022-11-15
2022-06-30	$162,718,495	316,801	+10.3%	Shares	Defined	2022-08-08
2022-03-31	$146,491,940	287,256	+1.5%	Shares	Defined	2022-05-13
2021-12-31	$142,154,829	283,098	+1.8%	Shares	Defined	2022-02-09
2021-09-30	$108,649,162	278,060	+10.6%	Shares	Defined	2021-11-12
2021-06-30	$100,683,429	251,432	-10.0%	Shares	Defined	2021-08-11
2021-03-31	$103,935,149	279,343	+1.1%	Shares	Defined	2021-05-13
2020-12-31	$96,898,493	276,316	+3.7%	Shares	Defined	2021-02-11
2020-09-30	$83,080,156	266,479	-10.3%	Shares	Defined	2020-11-12
2020-06-30	$87,620,795	297,070	+4.5%	Shares	Defined	2020-10-22
2020-03-31	$70,864,318	284,162	—	Shares	Defined	2020-05-14
No filing history on record for this holder in this stock.