Winthrop Advisory Group LLC

Position in UNH — Unitedhealth Group Inc

CIK 1739043 BOSTON, MA

Position in UNH

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$626,354

+$223,446 QoQ

Shares Held

1,507

+1.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.20%

of 13F equity value

Holder Rank

#2,156

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

Winthrop Advisory Group LLC holds $2,039,548 across 3 Healthcare Plans names. UNH ranks #2 (30.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CI	Cigna Group	3,510	$967,636
2	UNH	Unitedhealth Group Inc This page	1,507	$626,354
3	CVS	CVS HEALTH Corp	4,307	$445,558

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$626,354	1,507	+1.2%	Shares	Sole	2026-07-17
2026-03-31	$402,908	1,489	+12.6%	Shares	Sole	2026-04-13
2025-12-31	$436,404	1,322	-9.0%	Shares	Sole	2026-01-21
2025-09-30	$501,720	1,453	-6.0%	Shares	Sole	2025-10-24
2025-06-30	$481,993	1,545	+30.3%	Shares	Sole	2025-07-23
2025-03-31	$621,167	1,186	-8.8%	Shares	Sole	2025-04-08
2024-12-31	$658,123	1,301	+2.4%	Shares	Sole	2025-01-13
2024-09-30	$742,543	1,270	-4.1%	Shares	Sole	2024-10-31
2024-06-30	$674,260	1,324	+6.0%	Shares	Sole	2024-07-18
2024-03-31	$617,880	1,249	-1.0%	Shares	Sole	2024-04-17
2023-12-31	$664,405	1,262	+12.7%	Shares	Sole	2024-01-10
2023-09-30	$564,692	1,120	+0.1%	Shares	Sole	2023-11-03
2023-06-30	$537,836	1,119	+19.3%	Shares	Sole	2023-08-02
2023-03-31	$443,289	938	+1.5%	Shares	Sole	2023-08-01
2022-12-31	$489,886	924	-1.5%	Shares	Sole	2023-08-03
2022-09-30	$473,727	938	-1.0%	Shares	Sole	2022-11-04
2022-06-30	$486,407	947	-0.6%	Shares	Sole	2022-07-21
2022-03-31	$486,001	953	+1.7%	Shares	Sole	2022-04-13
2021-12-31	$470,505	937	+17.6%	Shares	Sole	2022-01-12
2021-09-30	$311,419	797	-21.0%	Shares	Sole	2021-10-14
2021-06-30	$404,043	1,009	-20.1%	Shares	Sole	2021-07-14
2021-03-31	$469,924	1,263	+9.4%	Shares	Sole	2021-04-23
2020-12-31	$405,035	1,155	+33.8%	Shares	Sole	2021-01-25
2020-09-30	$269,057	863	-0.5%	Shares	Sole	2020-10-20
2020-06-30	$255,721	867	+0.1%	Shares	Sole	2020-07-17
2020-03-31	$215,963	866	—	Shares	Sole	2020-04-17
No filing history on record for this holder in this stock.