BAKER TILLY WEALTH MANAGEMENT, LLC

Position in UNH — Unitedhealth Group Inc

CIK 1840565 MADISON, WI

Position in UNH

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

Position Value

$448,880

+$156,373 QoQ

Shares Held

1,080

-0.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.21%

of 13F equity value

Holder Rank

#2,389

of 3,349 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

BAKER TILLY WEALTH MANAGEMENT, LLC holds $2,641,562 across 4 Healthcare Plans names. UNH ranks #3 (17.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CVS	CVS HEALTH Corp	12,135	$1,255,365
2	CI	Cigna Group	1,877	$517,451
3	UNH	Unitedhealth Group Inc This page	1,080	$448,880
4	CNC	Centene Corp	6,541	$419,866

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$448,880	1,080	-0.1%	Shares	Sole	2026-07-17
2026-03-31	$292,507	1,081	+2.7%	Shares	Sole	2026-04-10
2025-12-31	$347,605	1,053	+0.1%	Shares	Sole	2026-01-08
2025-09-30	$363,255	1,052	-15.9%	Shares	Sole	2025-10-09
2025-06-30	$390,274	1,251	-2.0%	Shares	Sole	2025-07-10
2025-03-31	$668,305	1,276	+5.4%	Shares	Sole	2025-04-09
2024-12-31	$612,596	1,211	-11.2%	Shares	Sole	2025-01-10
2024-09-30	$797,503	1,364	-33.8%	Shares	Sole	2024-10-24
2024-06-30	$1,049,584	2,061	-59.5%	Shares	Sole	2024-07-18
2024-03-31	$2,519,507	5,093	-4.6%	Shares	Sole	2024-05-09
2023-12-31	$2,810,296	5,338	-15.6%	Shares	Sole	2024-01-10
2023-09-30	$3,190,514	6,328	-48.5%	Shares	Sole	2023-10-10
2023-06-30	$5,903,701	12,283	+6.1%	Shares	Sole	2023-07-20
2023-03-31	$5,471,174	11,577	+0.1%	Shares	Sole	2023-04-12
2022-12-31	$6,129,941	11,562	-5.4%	Shares	Sole	2023-01-26
2022-09-30	$6,170,578	12,218	-5.8%	Shares	Sole	2022-10-20
2022-06-30	$6,663,835	12,974	-8.8%	Shares	Sole	2022-07-28
2022-03-31	$7,251,773	14,220	+10.9%	Shares	Sole	2022-04-27
2021-12-31	$6,436,932	12,819	+11.5%	Shares	Sole	2022-02-08
2021-09-30	$4,491,556	11,495	+12.7%	Shares	Sole	2021-11-02
2021-06-30	$4,085,288	10,202	+15.0%	Shares	Sole	2021-07-30
2021-03-31	$3,299,516	8,868	+37.8%	Shares	Sole	2021-04-28
2020-12-31	$2,256,275	6,434	—	Shares	Sole	2021-02-03
No filing history on record for this holder in this stock.