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Coston, McIsaac & Partners

Position in UNH — Unitedhealth Group Inc

CIK 1945037 BAR HARBOR, ME

Position in UNH

as of Jun 30, 2026 · filed Aug 12, 2026
Position Value
$61,928
+$21,611 QoQ
Shares Held
149
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#3,190
of 3,349 holders
Holding Since
Jun 2022
17 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in UNH Over Time

Shares Held

Position Value (USD)

Position in Healthcare Plans

Healthcare · as of Jun 30, 2026

Coston, McIsaac & Partners holds $386,202 across 4 Healthcare Plans names. UNH ranks #3 (16.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
3 UNH
Unitedhealth Group Inc
This page
149 $61,928

All Filings in UNH

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17 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $61,928 149
2026-03-31 $40,317 149
2025-12-31 $49,186 149
2025-09-30 $55,593 161
2025-06-30 $47,731 153
2025-03-31 $89,037 170
2024-12-31 $85,996 170
2024-09-30 $99,395 170
2024-06-30 $86,574 170
2024-03-31 $83,604 169
2023-12-31 $88,973 169
2023-09-30 $85,208 169
2023-06-30 $78,344 163
2023-03-31 $77,032 163
2022-12-31 $91,721 173
2022-09-30 $87,371 173
2022-06-30 $89,371 174