Position in UNH
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$2,248,142
+$787,498 QoQ
Shares Held
5,409
+0.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
2.18%
of 13F equity value
Holder Rank
#1,346
of 3,349 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UNH Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Elmwood Wealth Management, Inc. holds $2,530,162 across 2 Healthcare Plans names. UNH ranks #1 (88.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
This page
|
5,409 | $2,248,142 | |
| 2 | CI |
Cigna Group
|
1,023 | $282,020 |
All Filings in UNH
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,248,142 | 5,409 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $1,460,644 | 5,398 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $1,869,082 | 5,662 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $1,936,442 | 5,608 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $1,680,894 | 5,388 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $2,842,915 | 5,428 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $2,834,333 | 5,603 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $3,346,123 | 5,723 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $2,957,782 | 5,808 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $3,035,973 | 6,137 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $2,694,999 | 5,119 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $3,196,564 | 6,340 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $3,052,064 | 6,350 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $3,083,649 | 6,525 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $3,467,907 | 6,541 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $3,323,668 | 6,581 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $3,326,267 | 6,476 | Shares | Sole | 2022-07-12 | |
| 2022-03-31 | $3,317,864 | 6,506 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $3,211,687 | 6,396 | Shares | Sole | 2022-02-08 | |
| 2021-06-30 | $2,581,236 | 6,446 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $2,398,363 | 6,446 | Shares | Sole | 2021-05-13 | |
| 2020-09-30 | $1,937,027 | 6,213 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $1,832,524 | 6,213 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $2,109,006 | 8,457 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||