Wilson & Boucher Capital Management, LLC

Position in UNH — Unitedhealth Group Inc

CIK 1903579 MORAGA, CA

Position in UNH

as of Jun 30, 2026 · filed Aug 19, 2026 Compact

Position Value

$870,744

+$276,799 QoQ

Shares Held

2,095

-4.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.91%

of 13F equity value

Holder Rank

#1,918

of 3,349 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

Wilson & Boucher Capital Management, LLC holds $1,569,031 across 2 Healthcare Plans names. UNH ranks #1 (55.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	UNH	Unitedhealth Group Inc This page	2,095	$870,744
2	CVS	CVS HEALTH Corp	6,750	$698,287

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$870,744	2,095	-4.6%	Shares	Sole	2026-08-19
2026-03-31	$593,945	2,195	+0.5%	Shares	Sole	2026-05-18
2025-12-31	$720,960	2,184	-3.9%	Shares	Sole	2026-02-05
2025-09-30	$784,866	2,273	-16.1%	Shares	Sole	2025-10-22
2025-06-30	$845,438	2,710	+7.4%	Shares	Sole	2025-07-07
2025-03-31	$1,321,945	2,524	-5.8%	Shares	Sole	2025-05-15
2024-12-31	$1,355,198	2,679	0.0%	Shares	Sole	2025-02-19
2024-09-30	$1,566,357	2,679	0.0%	Shares	Sole	2024-11-18
2024-06-30	$1,364,307	2,679	0.0%	Shares	Sole	2024-08-15
2024-03-31	$1,325,301	2,679	+3.5%	Shares	Sole	2024-05-01
2023-12-31	$1,363,030	2,589	0.0%	Shares	Sole	2024-02-12
2023-09-30	$1,305,347	2,589	+3.0%	Shares	Sole	2023-11-16
2023-06-30	$1,208,328	2,514	-1.6%	Shares	Sole	2023-08-10
2023-03-31	$1,206,994	2,554	+3.9%	Shares	Sole	2023-05-11
2022-12-31	$1,302,652	2,457	+2.3%	Shares	Sole	2023-01-19
2022-09-30	$1,213,106	2,402	-0.4%	Shares	Sole	2022-10-24
2022-06-30	$1,238,875	2,412	-2.8%	Shares	Sole	2022-07-15
2022-03-31	$1,265,745	2,482	+0.6%	Shares	Sole	2022-04-12
2021-12-31	$1,238,779	2,467	—	Shares	Sole	2022-02-14
No filing history on record for this holder in this stock.