Bay Harbor Wealth Management, LLC
Position in UNH — Unitedhealth Group Inc
CIK 1767989
Hunt Valley, MD
Position in UNH
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$40,731
+$33,155 QoQ
Shares Held
98
+250.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#3,220
of 3,349 holders
Holding Since
Mar 2020
22 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in UNH Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Bay Harbor Wealth Management, LLC holds $100,205 across 8 Healthcare Plans names. UNH ranks #1 (40.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
This page
|
98 | $40,731 | |
| 2 | CVS |
CVS HEALTH Corp
|
194 | $20,069 | |
| 3 | CI |
Cigna Group
|
56 | $15,438 | |
| 4 | ELV |
Elevance Health, Inc.
|
31 | $11,988 | |
| 5 | CNC |
Centene Corp
|
92 | $5,905 | |
| 6 | HUM |
Humana Inc
|
14 | $5,561 | |
| 7 | OSCR |
Oscar Health, Inc.
|
10 | $285 | |
| 8 | MOH |
Molina Healthcare, Inc.
|
1 | $228 |
All Filings in UNH
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $40,731 | 98 | Shares | Other | 2026-07-28 | |
| 2026-03-31 | $7,576 | 28 | Shares | Other | 2026-04-14 | |
| 2025-12-31 | $6,932 | 21 | Shares | Other | 2026-02-02 | |
| 2025-09-30 | $2,762 | 8 | Shares | Other | 2025-10-09 | |
| 2025-06-30 | $58,962 | 189 | Shares | Other | 2025-07-22 | |
| 2025-03-31 | $90,085 | 172 | Shares | Other | 2025-05-12 | |
| 2024-12-31 | $81,949 | 162 | Shares | Other | 2025-01-27 | |
| 2024-09-30 | $90,040 | 154 | Shares | Other | 2024-10-24 | |
| 2024-06-30 | $81,990 | 161 | Shares | Other | 2024-07-24 | |
| 2024-03-31 | $79,646 | 161 | Shares | Other | 2024-04-22 | |
| 2023-12-31 | $84,761 | 161 | Shares | Other | 2024-01-26 | |
| 2023-09-30 | $78,653 | 156 | Shares | Other | 2023-10-25 | |
| 2023-06-30 | $73,537 | 153 | Shares | Other | 2023-07-19 | |
| 2023-03-31 | $77,977 | 165 | Shares | Other | 2023-05-03 | |
| 2022-12-31 | $87,479 | 165 | Shares | Other | 2023-01-25 | |
| 2022-09-30 | $79,796 | 158 | Shares | Other | 2022-11-02 | |
| 2022-06-30 | $86,803 | 169 | Shares | Other | 2022-08-05 | |
| 2022-03-31 | $86,184 | 169 | Shares | Other | 2022-04-19 | |
| 2020-12-31 | $69,785 | 199 | Shares | Other | 2021-02-09 | |
| 2020-09-30 | $61,730 | 198 | Shares | Other | 2020-10-27 | |
| 2020-06-30 | $54,270 | 184 | Shares | Other | 2020-07-16 | |
| 2020-03-31 | $38,404 | 154 | Shares | Other | 2020-05-20 | |
| No filing history on record for this holder in this stock. | ||||||