West Branch Capital LLC

Position in UNH — Unitedhealth Group Inc

CIK 1738723 AMHERST, MA

Position in UNH

as of Jun 30, 2026 · filed Jul 10, 2026 Compact

Position Value

$4,816,736

+$1,711,716 QoQ

Shares Held

11,589

+1.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.24%

of 13F equity value

Holder Rank

#992

of 3,349 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

West Branch Capital LLC holds $4,983,763 across 4 Healthcare Plans names. UNH ranks #1 (96.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc This page	11,589	$4,816,736
2	CVS	CVS HEALTH Corp	756	$78,208
3	CI	Cigna Group	189	$52,103
4	CNC	Centene Corp	572	$36,716

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,816,736	11,589	+1.0%	Shares	Sole	2026-07-10
2026-03-31	$3,105,020	11,475	+2.0%	Shares	Sole	2026-04-14
2025-12-31	$3,712,417	11,246	-16.3%	Shares	Sole	2026-01-16
2025-09-30	$4,640,832	13,440	+2.3%	Shares	Sole	2025-10-21
2025-06-30	$4,097,413	13,134	+12.4%	Shares	Sole	2025-07-16
2025-03-31	$6,122,113	11,689	+4.6%	Shares	Sole	2025-04-16
2024-12-31	$5,650,456	11,170	+1.5%	Shares	Sole	2025-01-17
2024-09-30	$6,436,157	11,008	+0.3%	Shares	Sole	2024-10-18
2024-06-30	$5,586,582	10,970	+22.0%	Shares	Sole	2024-07-26
2024-03-31	$4,447,847	8,991	+7.2%	Shares	Sole	2024-04-24
2023-12-31	$4,415,503	8,387	+1.9%	Shares	Sole	2024-01-19
2023-09-30	$4,149,483	8,230	+2.4%	Shares	Sole	2023-10-20
2023-06-30	$3,862,903	8,037	+2.3%	Shares	Sole	2023-08-07
2023-03-31	$3,711,721	7,854	-0.1%	Shares	Sole	2023-04-20
2022-12-31	$4,167,744	7,861	+0.0%	Shares	Sole	2023-01-27
2022-09-30	$3,969,614	7,860	+1.1%	Shares	Sole	2022-10-19
2022-06-30	$3,992,959	7,774	+4.3%	Shares	Sole	2022-07-28
2022-03-31	$3,799,786	7,451	-6.6%	Shares	Sole	2022-05-03
2021-12-31	$4,006,575	7,979	+3.4%	Shares	Sole	2022-01-24
2021-09-30	$3,013,777	7,713	+0.2%	Shares	Sole	2021-11-09
2021-06-30	$3,082,987	7,699	+2.6%	Shares	Sole	2021-08-17
2021-03-31	$2,793,129	7,507	-2.5%	Shares	Sole	2021-05-14
2020-12-31	$2,700,937	7,702	-0.7%	Shares	Sole	2021-02-08
2020-09-30	$2,417,464	7,754	+3.7%	Shares	Sole	2020-10-13
2020-06-30	$2,206,226	7,480	+7.8%	Shares	Sole	2020-07-08
2020-03-31	$1,729,949	6,937	—	Shares	Sole	2020-04-20
No filing history on record for this holder in this stock.