Douglas Lane & Associates, LLC

Position in UNH — Unitedhealth Group Inc

CIK 1672594 NEW YORK, NY

Position in UNH

as of Jun 30, 2026 · filed Jul 14, 2026 Compact

Position Value

$31,035,507

+$10,146,501 QoQ

Shares Held

74,671

-3.3% QoQ

Ownership

0.008%

of shares outstanding

% of Portfolio

0.46%

of 13F equity value

Holder Rank

#454

of 3,349 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 1% Shared 0% None 99%

Healthcare · as of Jun 30, 2026

Douglas Lane & Associates, LLC holds $60,952,063 across 3 Healthcare Plans names. UNH ranks #1 (50.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc This page	74,671	$31,035,507
2	CVS	CVS HEALTH Corp	284,112	$29,391,386
3	CI	Cigna Group	1,905	$525,170

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$31,035,507	74,671	-3.3%	Shares	Sole	2026-07-14
2026-03-31	$20,889,006	77,198	+12.5%	Shares	Sole	2026-04-15
2025-12-31	$22,653,798	68,625	-7.4%	Shares	Sole	2026-01-22
2025-09-30	$25,577,752	74,074	-4.1%	Shares	Sole	2025-10-10
2025-06-30	$24,106,233	77,271	-9.9%	Shares	Sole	2025-07-07
2025-03-31	$44,900,563	85,729	+1.2%	Shares	Sole	2025-04-09
2024-12-31	$42,847,353	84,702	+1.7%	Shares	Sole	2025-01-08
2024-09-30	$48,701,505	83,296	-0.4%	Shares	Sole	2024-10-10
2024-06-30	$42,572,608	83,597	+16.3%	Shares	Sole	2024-07-08
2024-03-31	$35,561,509	71,885	+13.6%	Shares	Sole	2024-04-11
2023-12-31	$33,311,862	63,274	-3.8%	Shares	Sole	2024-01-17
2023-09-30	$33,170,660	65,790	-7.1%	Shares	Sole	2023-10-16
2023-06-30	$34,050,940	70,845	-3.4%	Shares	Sole	2023-07-19
2023-03-31	$34,644,155	73,307	-2.3%	Shares	Sole	2023-04-17
2022-12-31	$39,762,439	74,998	-5.0%	Shares	Sole	2023-02-14
2022-09-30	$39,851,191	78,907	-6.4%	Shares	Sole	2022-10-14
2022-06-30	$43,303,631	84,309	-9.9%	Shares	Sole	2022-07-18
2022-03-31	$47,737,271	93,608	-1.4%	Shares	Sole	2022-04-25
2021-12-31	$47,686,729	94,967	-1.2%	Shares	Sole	2022-01-25
2021-09-30	$37,562,226	96,131	-1.4%	Shares	Sole	2021-10-21
2021-06-30	$39,040,096	97,493	+0.5%	Shares	Sole	2021-07-19
2021-03-31	$36,095,626	97,013	-0.3%	Shares	Sole	2021-04-19
2020-12-31	$34,116,605	97,287	-0.4%	Shares	Sole	2021-01-14
2020-09-30	$30,440,911	97,639	+10.2%	Shares	Sole	2020-10-19
2020-06-30	$26,132,864	88,601	-0.5%	Shares	Sole	2020-07-28
2020-03-31	$22,203,049	89,033	—	Shares	Sole	2020-04-20
No filing history on record for this holder in this stock.