Triumph Capital Management

Position in UNH — Unitedhealth Group Inc

CIK 1730765 DENVER, CO

Position in UNH

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$780,553

+$3,148 QoQ

Shares Held

1,878

-34.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.37%

of 13F equity value

Holder Rank

#2,007

of 3,349 holders

Holding Since

Dec 2021

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Triumph Capital Management holds $1,214,335 across 9 Healthcare Plans names. UNH ranks #1 (64.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc This page	1,878	$780,553
2	HUM	Humana Inc	621	$246,673
3	CVS	CVS HEALTH Corp	776	$80,277
4	OSCR	Oscar Health, Inc.	1,500	$42,780
5	CLOV	Clover Health Investments, Corp. /De	4,000	$20,960
6	CI	Cigna Group	65	$17,919
7	PGNY	Progyny, Inc.	600	$17,298
8	ELV	Elevance Health, Inc.	18	$6,961

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$780,553	1,878	-34.6%	Shares	Sole	2026-07-21
2026-03-31	$777,405	2,873	+15.2%	Shares	Sole	2026-05-13
2025-12-31	$822,964	2,493	-58.8%	Shares	Sole	2026-02-12
2025-09-30	$2,087,338	6,045	+42.4%	Shares	Sole	2025-12-23
2025-06-30	$1,324,312	4,245	+1102.5%	Shares	Sole	2025-12-29
2024-09-30	$206,392	353	-33.0%	Shares	Sole	2025-02-14
2023-12-31	$277,449	527	-17.5%	Shares	Sole	2024-02-05
2023-09-30	$322,177	639	-17.7%	Shares	Sole	2023-10-31
2023-06-30	$372,976	776	+5.0%	Shares	Sole	2023-08-03
2023-03-31	$349,244	739	+20.0%	Shares	Sole	2023-05-08
2022-12-31	$326,590	616	+3.5%	Shares	Sole	2023-01-31
2022-09-30	$300,498	595	-3.6%	Shares	Sole	2022-11-01
2022-06-30	$316,909	617	-6.8%	Shares	Sole	2022-08-02
2022-03-31	$337,600	662	+29.5%	Shares	Sole	2022-05-03
2021-12-31	$256,593	511	—	Shares	Sole	2022-02-11
No filing history on record for this holder in this stock.