FLAGSHIP HARBOR ADVISORS, LLC

Position in UNH — Unitedhealth Group Inc

CIK 1691766 BOSTON, MA

Position in UNH

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$4,895,290

+$1,417,668 QoQ

Shares Held

11,778

-8.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.59%

of 13F equity value

Holder Rank

#981

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

FLAGSHIP HARBOR ADVISORS, LLC holds $9,034,913 across 4 Healthcare Plans names. UNH ranks #1 (54.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc This page	11,778	$4,895,290
2	CVS	CVS HEALTH Corp	26,269	$2,717,528
3	CI	Cigna Group	4,330	$1,193,694
4	HUM	Humana Inc	575	$228,401

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,895,290	11,778	-8.4%	Shares	Sole	2026-07-22
2026-03-31	$3,477,622	12,852	+14.0%	Shares	Sole	2026-04-28
2025-12-31	$3,720,009	11,269	-14.2%	Shares	Sole	2026-01-21
2025-09-30	$4,537,242	13,140	+8.5%	Shares	Sole	2025-11-05
2025-06-30	$3,778,892	12,113	+68.5%	Shares	Sole	2025-08-04
2025-03-31	$3,764,191	7,187	+0.7%	Shares	Sole	2025-04-22
2024-12-31	$3,611,334	7,139	+3.9%	Shares	Sole	2025-01-21
2024-09-30	$4,017,920	6,872	+0.6%	Shares	Sole	2024-10-21
2024-06-30	$3,479,773	6,833	+0.1%	Shares	Sole	2025-12-02
2024-03-31	$3,375,338	6,823	+1.8%	Shares	Sole	2024-04-16
2023-12-31	$3,529,981	6,705	+0.1%	Shares	Sole	2024-01-10
2023-09-30	$3,378,073	6,700	+1.8%	Shares	Sole	2023-10-17
2023-06-30	$3,162,611	6,580	+1.0%	Shares	Sole	2023-07-11
2023-03-31	$3,077,506	6,512	+5.9%	Shares	Sole	2023-04-12
2022-12-31	$3,260,076	6,149	+1.1%	Shares	Sole	2023-01-13
2022-09-30	$3,072,158	6,083	-0.1%	Shares	Sole	2022-10-13
2022-06-30	$3,128,520	6,091	+8.0%	Shares	Sole	2022-07-13
2022-03-31	$2,876,230	5,640	-0.3%	Shares	Sole	2022-04-13
2021-12-31	$2,839,601	5,655	+12.7%	Shares	Sole	2022-02-17
2021-09-30	$1,961,124	5,019	0.0%	Shares	Sole	2021-11-01
2021-06-30	$2,009,808	5,019	+0.5%	Shares	Sole	2021-07-26
2021-03-31	$1,858,117	4,994	-6.0%	Shares	Sole	2021-05-03
2020-12-31	$1,863,162	5,313	+1.7%	Shares	Sole	2021-02-08
2020-09-30	$1,629,310	5,226	-0.6%	Shares	Sole	2020-10-13
2020-06-30	$1,550,257	5,256	+2.4%	Shares	Sole	2020-07-31
2020-03-31	$1,279,568	5,131	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.