SMITH, MOORE & CO.

Position in UNH — Unitedhealth Group Inc

CIK 200724 CLAYTON, MO

Position in UNH

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$1,077,312

+$505,826 QoQ

Shares Held

2,592

+22.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

#1,765

of 3,340 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

SMITH, MOORE & CO. holds $4,175,688 across 4 Healthcare Plans names. UNH ranks #3 (25.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ELV	Elevance Health, Inc.	3,896	$1,506,700
2	CVS	CVS HEALTH Corp	10,885	$1,126,053
3	UNH	Unitedhealth Group Inc This page	2,592	$1,077,312
4	CI	Cigna Group	1,689	$465,623

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,077,312	2,592	+22.7%	Shares	Sole	2026-08-12
2026-03-31	$571,486	2,112	-3.3%	Shares	Sole	2026-05-05
2025-12-31	$720,960	2,184	-3.8%	Shares	Sole	2026-01-23
2025-09-30	$784,176	2,271	-4.1%	Shares	Sole	2025-11-12
2025-06-30	$738,744	2,368	+6.6%	Shares	Sole	2025-08-13
2025-03-31	$1,163,772	2,222	+2.8%	Shares	Sole	2025-05-15
2024-12-31	$1,093,163	2,161	+2.9%	Shares	Sole	2025-02-13
2024-09-30	$1,228,412	2,101	-5.9%	Shares	Sole	2024-11-12
2024-06-30	$1,137,177	2,233	+3.0%	Shares	Sole	2024-08-14
2024-03-31	$1,072,509	2,168	-1.3%	Shares	Sole	2024-05-13
2023-12-31	$1,156,654	2,197	+6.4%	Shares	Sole	2024-02-13
2023-09-30	$1,041,152	2,065	-45.5%	Shares	Sole	2023-11-15
2023-06-30	$1,821,625	3,790	-2.7%	Shares	Sole	2023-08-11
2023-03-31	$1,840,738	3,895	-18.5%	Shares	Sole	2023-05-12
2022-12-31	$2,532,669	4,777	+22.3%	Shares	Sole	2023-02-13
2022-09-30	$1,973,191	3,907	+1.3%	Shares	Sole	2022-11-14
2022-06-30	$1,981,070	3,857	+8.9%	Shares	Sole	2022-08-12
2022-03-31	$1,806,313	3,542	+9.9%	Shares	Sole	2022-05-12
2021-12-31	$1,618,397	3,223	+4.7%	Shares	Sole	2022-02-08
2021-09-30	$1,203,088	3,079	+0.1%	Shares	Sole	2021-11-12
2021-06-30	$1,231,353	3,075	+0.4%	Shares	Sole	2021-08-10
2021-03-31	$1,139,650	3,063	-3.9%	Shares	Sole	2021-05-14
2020-12-31	$1,117,967	3,188	+3.6%	Shares	Sole	2021-02-16
2020-09-30	$959,316	3,077	+2.1%	Shares	Sole	2020-11-12
2020-06-30	$888,684	3,013	-0.2%	Shares	Sole	2020-08-10
2020-03-31	$753,127	3,020	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.