Stonehage Fleming Financial Services Holdings Ltd

Position in UNH — Unitedhealth Group Inc

CIK 1786379 ST. HELIER, Y9

Back to UNH Full portfolio

Position in UNH

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

Position Value

$3,311,324

+$1,140,922 QoQ

Shares Held

7,967

-0.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#1,160

of 3,349 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 100% None 0%

Common Shares in UNH Over Time

Shares Held

Position Value (USD)

Position in Healthcare Plans

Healthcare · as of Jun 30, 2026

Stonehage Fleming Financial Services Holdings Ltd holds $8,929,061 across 3 Healthcare Plans names. UNH ranks #2 (37.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ELV	Elevance Health, Inc.	11,677	$4,515,845
2	UNH	Unitedhealth Group Inc This page	7,967	$3,311,324
3	CI	Cigna Group	3,997	$1,101,892

All Filings in UNH

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,311,324	7,967	-0.7%	Shares	Defined	2026-08-17
2026-03-31	$2,170,402	8,021	-7.4%	Shares	Defined	2026-05-13
2025-12-31	$2,858,091	8,658	-0.9%	Shares	Defined	2026-01-13
2025-09-30	$3,016,195	8,735	-4.1%	Shares	Defined	2025-11-03
2025-06-30	$2,842,046	9,110	-96.4%	Shares	Defined	2025-07-25
2025-03-31	$132,197,118	252,405	-5.9%	Shares	Defined	2025-05-14
2024-12-31	$135,754,106	268,363	-5.0%	Shares	Defined	2025-01-22
2024-09-30	$165,138,187	282,442	-0.6%	Shares	Defined	2024-11-08
2024-06-30	$144,729,145	284,195	+38.4%	Shares	Defined	2024-08-05
2024-03-31	$101,584,665	205,346	-13.6%	Shares	Defined	2024-05-14
2023-12-31	$125,192,986	237,797	+339.1%	Shares	Defined	2024-08-05
2023-09-30	$27,307,434	54,161	-72.7%	Shares	Defined	2023-11-01
2023-06-30	$95,299,856	198,277	-3.4%	Shares	Defined	2023-08-10
2023-03-31	$97,044,466	205,346	+2166.3%	Shares	Defined	2023-05-12
2022-12-31	$4,803,960	9,061	-27.9%	Shares	Defined	2023-02-14
2022-09-30	$6,342,797	12,559	-8.0%	Shares	Defined	2022-11-09
2022-06-30	$7,013,616	13,655	+2.1%	Shares	Defined	2022-08-05
2022-03-31	$6,820,338	13,374	0.0%	Shares	Defined	2022-05-11
2021-12-31	$6,715,619	13,374	0.0%	Shares	Defined	2022-02-02
2021-09-30	$5,225,756	13,374	0.0%	Shares	Defined	2021-11-09
2021-06-30	$5,355,484	13,374	-2.2%	Shares	Defined	2021-08-06
2021-03-31	$5,088,428	13,676	0.0%	Shares	Defined	2021-05-10
2020-12-31	$4,795,899	13,676	-0.9%	Shares	Defined	2021-02-17
2020-09-30	$4,304,296	13,806	+15.0%	Shares	Defined	2020-11-12
2020-06-30	$3,542,348	12,010	-5.5%	Shares	Defined	2020-08-26
2020-03-31	$3,169,618	12,710	—	Shares	Defined	2020-05-13
No filing history on record for this holder in this stock.