Vestmark Advisory Solutions, Inc.

Position in UNH — Unitedhealth Group Inc

CIK 1736982 Wakefield, MA

Position in UNH

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$19,242,420

+$10,645,236 QoQ

Shares Held

46,297

+45.7% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.38%

of 13F equity value

Holder Rank

#557

of 3,349 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 10% Shared 0% None 90%

Healthcare · as of Jun 30, 2026

Vestmark Advisory Solutions, Inc. holds $26,183,146 across 5 Healthcare Plans names. UNH ranks #1 (73.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc This page	46,297	$19,242,420
2	CVS	CVS HEALTH Corp	30,438	$3,148,810
3	ELV	Elevance Health, Inc.	4,325	$1,672,606
4	CNC	Centene Corp	20,686	$1,327,834
5	CI	Cigna Group	2,871	$791,476

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$19,242,420	46,297	+45.7%	Shares	Sole	2026-08-14
2026-03-31	$8,597,184	31,772	+36.2%	Shares	Other	2026-05-15
2025-12-31	$7,698,494	23,321	+72.6%	Shares	Other	2026-02-06
2025-09-30	$4,664,311	13,508	-4.2%	Shares	Other	2025-11-10
2025-06-30	$4,399,711	14,103	+16.0%	Shares	Other	2025-08-06
2025-03-31	$6,369,323	12,161	+67.0%	Shares	Other	2025-05-13
2024-12-31	$3,684,683	7,284	+32.0%	Shares	Sole	2025-02-06
2024-09-30	$3,227,433	5,520	+13.4%	Shares	Other	2024-11-14
2024-06-30	$2,478,058	4,866	-1.3%	Shares	Sole	2024-08-12
2024-03-31	$2,439,860	4,932	-54.6%	Shares	Sole	2024-05-15
2023-12-31	$5,717,464	10,860	-7.4%	Shares	Sole	2024-02-06
2023-09-30	$5,913,140	11,728	-74.6%	Shares	Sole	2023-11-06
2023-06-30	$22,225,754	46,242	+2.4%	Shares	Sole	2023-08-07
2023-03-31	$21,332,712	45,140	+3.2%	Shares	Sole	2023-05-09
2022-12-31	$23,198,025	43,755	-2.1%	Shares	Sole	2023-01-20
2022-09-30	$22,577,812	44,705	-0.9%	Shares	Sole	2022-11-03
2022-06-30	$23,166,767	45,104	+11.9%	Shares	Sole	2022-08-04
2022-03-31	$20,555,870	40,308	+14.5%	Shares	Sole	2022-04-27
2021-12-31	$17,674,825	35,199	+4.9%	Shares	Sole	2022-01-31
2021-09-30	$13,116,751	33,569	+3.7%	Shares	Sole	2021-11-15
2021-06-30	$12,966,247	32,380	+1.2%	Shares	Sole	2021-08-09
2021-03-31	$11,902,891	31,991	+3.2%	Shares	Sole	2021-05-10
2020-12-31	$10,867,222	30,989	+5.6%	Shares	Sole	2021-02-04
2020-09-30	$9,146,708	29,338	+7.4%	Shares	Sole	2020-10-19
2020-06-30	$8,055,084	27,310	+1.4%	Shares	Sole	2020-08-13
2020-03-31	$6,719,045	26,943	—	Shares	Sole	2020-05-06
No filing history on record for this holder in this stock.