Position in UNH
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$494,599
+$128,762 QoQ
Shares Held
1,190
-12.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#2,321
of 3,349 holders
Holding Since
Jun 2020
23 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in UNH Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Crescent Grove Advisors, LLC holds $874,881 across 2 Healthcare Plans names. UNH ranks #1 (56.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
This page
|
1,190 | $494,599 | |
| 2 | CVS |
CVS HEALTH Corp
|
3,676 | $380,282 |
All Filings in UNH
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $494,599 | 1,190 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $365,837 | 1,352 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $417,259 | 1,264 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $435,768 | 1,262 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $393,706 | 1,262 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $670,923 | 1,281 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $632,830 | 1,251 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $693,430 | 1,186 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $663,056 | 1,302 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $1,830,884 | 3,701 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $1,947,939 | 3,700 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $1,904,325 | 3,777 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $1,994,175 | 4,149 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $2,002,836 | 4,238 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $2,242,131 | 4,229 | Shares | Sole | 2023-01-12 | |
| 2022-09-30 | $1,980,261 | 3,921 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $2,189,091 | 4,262 | Shares | Sole | 2022-07-20 | |
| 2022-03-31 | $1,979,193 | 3,881 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $2,060,280 | 4,103 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $486,471 | 1,245 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $498,547 | 1,245 | Shares | Sole | 2021-07-26 | |
| 2020-09-30 | $215,121 | 690 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $203,515 | 690 | Shares | Sole | 2020-08-03 | |
| No filing history on record for this holder in this stock. | ||||||