Jacobi Capital Management LLC

Position in UNH — Unitedhealth Group Inc

CIK 1689646 PITTSTON, PA

Position in UNH

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$2,670,422

+$727,045 QoQ

Shares Held

6,425

-10.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.21%

of 13F equity value

Holder Rank

#1,257

of 3,349 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Jacobi Capital Management LLC holds $6,429,441 across 4 Healthcare Plans names. UNH ranks #2 (41.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CVS	CVS HEALTH Corp	28,525	$2,950,911
2	UNH	Unitedhealth Group Inc This page	6,425	$2,670,422
3	ELV	Elevance Health, Inc.	1,180	$456,341
4	CI	Cigna Group	1,276	$351,767

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,670,422	6,425	-10.5%	Shares	Sole	2026-07-31
2026-03-31	$1,943,377	7,182	+9.3%	Shares	Sole	2026-05-14
2025-12-31	$2,169,482	6,572	-6.7%	Shares	Sole	2026-02-13
2025-09-30	$2,432,983	7,046	+16.5%	Shares	Sole	2025-11-07
2025-06-30	$1,887,106	6,049	+46.6%	Shares	Sole	2025-08-12
2025-03-31	$2,160,468	4,125	+9.4%	Shares	Sole	2025-05-27
2024-12-31	$1,906,586	3,769	+0.6%	Shares	Sole	2025-02-05
2024-09-30	$2,190,795	3,747	+5.3%	Shares	Sole	2024-11-14
2024-06-30	$1,812,965	3,560	-6.2%	Shares	Sole	2024-08-09
2024-03-31	$1,876,891	3,794	+7.4%	Shares	Sole	2024-05-10
2023-12-31	$1,860,544	3,534	+0.3%	Shares	Sole	2024-02-14
2023-09-30	$1,777,269	3,525	+6.8%	Shares	Sole	2023-11-13
2023-06-30	$1,587,073	3,302	+10.0%	Shares	Sole	2023-08-08
2023-03-31	$1,419,187	3,003	+32.2%	Shares	Sole	2023-05-05
2022-12-31	$1,204,038	2,271	+14.6%	Shares	Sole	2023-02-13
2022-09-30	$1,000,989	1,982	-5.0%	Shares	Sole	2022-11-09
2022-06-30	$1,071,945	2,087	+11.0%	Shares	Sole	2022-08-05
2022-03-31	$959,253	1,881	+13.7%	Shares	Sole	2022-05-06
2021-12-31	$831,041	1,655	+17.0%	Shares	Sole	2022-02-14
2021-09-30	$552,506	1,414	+31.3%	Shares	Sole	2021-11-15
2021-06-30	$431,273	1,077	-7.4%	Shares	Sole	2021-08-12
2021-03-31	$432,717	1,163	+2.3%	Shares	Sole	2021-05-11
2020-12-31	$398,723	1,137	-0.6%	Shares	Sole	2021-02-08
2020-09-30	$356,664	1,144	+2.6%	Shares	Sole	2020-10-30
2020-06-30	$328,869	1,115	-3.1%	Shares	Sole	2020-08-04
2020-03-31	$287,036	1,151	—	Shares	Sole	2020-04-24
No filing history on record for this holder in this stock.