DB Fitzpatrick & Co, Inc

Position in UNH — Unitedhealth Group Inc

CIK 1885767 BOISE, ID

Position in UNH

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$2,151,300

+$725,832 QoQ

Shares Held

5,176

-1.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

4.43%

of 13F equity value

Holder Rank

#1,365

of 3,349 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

DB Fitzpatrick & Co, Inc holds $4,090,017 across 4 Healthcare Plans names. UNH ranks #1 (52.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc This page	5,176	$2,151,300
2	ELV	Elevance Health, Inc.	5,006	$1,935,970
3	CNC	Centene Corp	25	$1,604
4	MOH	Molina Healthcare, Inc.	5	$1,143

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,151,300	5,176	-1.7%	Shares	Sole	2026-07-16
2026-03-31	$1,425,468	5,268	+11.8%	Shares	Sole	2026-04-27
2025-12-31	$1,555,478	4,712	-10.1%	Shares	Sole	2026-01-15
2025-09-30	$1,809,026	5,239	+120.2%	Shares	Sole	2025-10-14
2025-06-30	$742,176	2,379	+6.8%	Shares	Sole	2025-07-15
2025-03-31	$1,166,391	2,227	+34.3%	Shares	Sole	2025-04-21
2024-12-31	$838,715	1,658	—	Shares	Sole	2025-01-15
No filing history on record for this holder in this stock.