Ethic Inc.

Position in UNH — Unitedhealth Group Inc

CIK 1780570 NEW YORK, NY

Position in UNH

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$43,584,208

+$18,362,244 QoQ

Shares Held

104,863

+12.5% QoQ

Ownership

0.012%

of shares outstanding

% of Portfolio

0.56%

of 13F equity value

Holder Rank

#395

of 3,349 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 92% Shared 0% None 8%

Healthcare · as of Jun 30, 2026

Ethic Inc. holds $85,624,543 across 7 Healthcare Plans names. UNH ranks #1 (50.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc This page	104,863	$43,584,208
2	ELV	Elevance Health, Inc.	34,237	$13,240,475
3	CI	Cigna Group	47,382	$13,062,269
4	CNC	Centene Corp	88,063	$5,652,763
5	CVS	CVS HEALTH Corp	45,334	$4,689,802
6	HUM	Humana Inc	9,915	$3,938,436
7	MOH	Molina Healthcare, Inc.	6,369	$1,456,590

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$43,584,208	104,863	+12.5%	Shares	Sole	2026-07-29
2026-03-31	$25,221,964	93,211	-0.8%	Shares	Sole	2026-04-27
2025-12-31	$31,033,641	94,010	+2.7%	Shares	Sole	2026-02-03
2025-09-30	$31,612,905	91,552	+0.3%	Shares	Sole	2025-10-17
2025-06-30	$28,479,429	91,289	+0.0%	Shares	Sole	2025-07-30
2025-03-31	$47,794,282	91,254	+6.4%	Shares	Sole	2025-05-13
2024-12-31	$43,371,930	85,739	+11.3%	Shares	Sole	2025-02-14
2024-09-30	$45,033,807	77,023	-2.0%	Shares	Sole	2024-11-13
2024-06-30	$40,035,474	78,615	+2.1%	Shares	Sole	2024-08-13
2024-03-31	$38,103,278	77,023	+6.4%	Shares	Sole	2024-05-13
2023-12-31	$38,114,322	72,396	+11.8%	Shares	Sole	2024-02-14
2023-09-30	$32,646,806	64,751	+7.4%	Shares	Sole	2023-11-14
2023-06-30	$28,974,901	60,284	+9.9%	Shares	Sole	2023-08-14
2023-03-31	$25,930,540	54,869	+20.8%	Shares	Sole	2023-05-12
2022-12-31	$24,077,594	45,414	+2.5%	Shares	Sole	2023-02-14
2022-09-30	$22,373,272	44,300	+6.5%	Shares	Sole	2022-11-14
2022-06-30	$21,358,276	41,583	+13.5%	Shares	Sole	2022-08-10
2022-03-31	$18,681,731	36,633	+15.3%	Shares	Sole	2022-05-16
2021-12-31	$15,950,477	31,765	+15.2%	Shares	Sole	2022-02-14
2021-09-30	$10,773,092	27,571	+15.5%	Shares	Sole	2021-11-15
2021-06-30	$9,555,299	23,862	+37.7%	Shares	Sole	2021-08-10
2021-03-31	$6,445,368	17,323	+41.1%	Shares	Sole	2021-05-13
2020-12-31	$4,303,895	12,273	+24.8%	Shares	Sole	2021-02-10
2020-09-30	$3,066,881	9,837	+31.0%	Shares	Sole	2020-10-27
2020-06-30	$2,214,779	7,509	+6.7%	Shares	Sole	2020-08-12
2020-03-31	$1,754,637	7,036	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.