NewEdge Wealth, LLC

Position in UNH — Unitedhealth Group Inc

CIK 1861796 STAMFORD, CT

Position in UNH

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$17,660,118

+$7,703,489 QoQ

Shares Held

42,490

+15.5% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.24%

of 13F equity value

Holder Rank

#569

of 3,349 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 2% Shared 0% None 98%

Healthcare · as of Jun 30, 2026

NewEdge Wealth, LLC holds $21,638,961 across 4 Healthcare Plans names. UNH ranks #1 (81.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc This page	42,490	$17,660,118
2	CVS	CVS HEALTH Corp	20,936	$2,165,829
3	CI	Cigna Group	5,291	$1,458,622
4	CNC	Centene Corp	5,521	$354,392

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$17,660,118	42,490	+15.5%	Shares	Sole	2026-08-10
2026-03-31	$9,956,629	36,796	+4.3%	Shares	Sole	2026-05-13
2025-12-31	$11,641,659	35,266	-0.8%	Shares	Sole	2026-02-03
2025-09-30	$12,270,926	35,537	-39.4%	Shares	Sole	2025-11-07
2025-06-30	$18,302,343	58,667	+26.8%	Shares	Sole	2025-08-11
2025-03-31	$24,241,768	46,285	-0.4%	Shares	Sole	2025-05-09
2024-12-31	$23,515,407	46,486	-1.4%	Shares	Sole	2025-02-05
2024-09-30	$27,560,061	47,137	+25.7%	Shares	Sole	2024-11-12
2024-06-30	$19,096,740	37,499	-12.1%	Shares	Sole	2024-08-02
2024-03-31	$21,102,912	42,658	-0.5%	Shares	Sole	2024-05-06
2023-12-31	$22,561,345	42,854	+5.2%	Shares	Sole	2024-01-29
2023-09-30	$20,545,742	40,750	-0.3%	Shares	Sole	2023-11-08
2023-06-30	$19,652,888	40,889	-3.1%	Shares	Sole	2023-08-09
2023-03-31	$19,934,318	42,181	-26.3%	Shares	Sole	2023-05-08
2022-12-31	$30,334,778	57,216	+4.0%	Shares	Sole	2023-02-14
2022-09-30	$27,777,705	55,001	-5.5%	Shares	Sole	2022-11-14
2022-06-30	$29,896,861	58,207	+16.8%	Shares	Sole	2022-08-09
2022-03-31	$25,406,705	49,820	+9.6%	Shares	Sole	2022-05-10
2021-12-31	$22,816,739	45,439	+4.1%	Shares	Sole	2022-01-31
2021-09-30	$17,055,801	43,650	+7.3%	Shares	Sole	2021-11-12
2021-06-30	$16,291,901	40,685	+6.4%	Shares	Sole	2021-08-11
2021-03-31	$14,224,236	38,230	+242.7%	Shares	Sole	2021-05-13
2020-12-31	$3,911,484	11,154	—	Shares	Sole	2021-05-13
No filing history on record for this holder in this stock.