Rossmore Private Capital

Position in UNH — Unitedhealth Group Inc

CIK 1733082 GLASTONBURY, CT

Position in UNH

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

Position Value

$1,028,268

+$410,241 QoQ

Shares Held

2,474

+8.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#1,798

of 3,349 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

Rossmore Private Capital holds $5,096,561 across 3 Healthcare Plans names. UNH ranks #3 (20.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CVS	CVS HEALTH Corp	27,289	$2,823,047
2	CI	Cigna Group	4,517	$1,245,246
3	UNH	Unitedhealth Group Inc This page	2,474	$1,028,268

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,028,268	2,474	+8.3%	Shares	Sole	2026-07-31
2026-03-31	$618,027	2,284	+7.2%	Shares	Sole	2026-05-01
2025-12-31	$703,134	2,130	-1.1%	Shares	Sole	2026-02-05
2025-09-30	$743,430	2,153	-57.8%	Shares	Sole	2025-10-30
2025-06-30	$1,591,358	5,101	-12.2%	Shares	Sole	2025-08-07
2025-03-31	$3,044,558	5,813	-0.8%	Shares	Sole	2025-05-13
2024-12-31	$2,964,339	5,860	0.0%	Shares	Sole	2025-02-13
2024-09-30	$3,426,224	5,860	-0.3%	Shares	Sole	2024-11-05
2024-06-30	$2,994,448	5,880	-0.4%	Shares	Sole	2024-08-12
2024-03-31	$2,920,708	5,904	+0.3%	Shares	Sole	2024-05-13
2023-12-31	$3,100,381	5,889	0.0%	Shares	Sole	2024-02-07
2023-09-30	$2,969,174	5,889	-0.0%	Shares	Sole	2023-11-13
2023-06-30	$2,830,969	5,890	-0.1%	Shares	Sole	2023-08-14
2023-03-31	$2,785,918	5,895	-8.4%	Shares	Sole	2023-05-02
2022-12-31	$3,411,708	6,435	-0.3%	Shares	Sole	2023-02-14
2022-09-30	$3,259,528	6,454	+0.4%	Shares	Sole	2022-11-08
2022-06-30	$3,302,127	6,429	-1.4%	Shares	Sole	2022-08-11
2022-03-31	$3,323,984	6,518	+0.1%	Shares	Sole	2022-05-09
2021-12-31	$3,270,437	6,513	+0.5%	Shares	Sole	2022-02-07
2021-09-30	$2,531,213	6,478	0.0%	Shares	Sole	2021-11-08
2021-06-30	$2,594,050	6,478	-2.4%	Shares	Sole	2021-08-13
2021-03-31	$2,468,684	6,635	-0.6%	Shares	Sole	2021-05-10
2020-12-31	$2,340,789	6,675	-0.3%	Shares	Sole	2021-02-10
2020-09-30	$2,087,611	6,696	+6.8%	Shares	Sole	2020-11-10
2020-06-30	$1,849,041	6,269	+41.1%	Shares	Sole	2020-08-05
2020-03-31	$1,108,244	4,444	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.