BARTLETT & CO. WEALTH MANAGEMENT LLC
Position in UNH — Unitedhealth Group Inc
CIK 2010186
CINCINNATI, OH
Position in UNH
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$68,104,716
+$23,511,214 QoQ
Shares Held
163,859
-0.6% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
1.17%
of 13F equity value
Holder Rank
#311
of 3,349 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 85%
Shared 0%
None 15%
Common Shares in UNH Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026BARTLETT & CO. WEALTH MANAGEMENT LLC holds $72,304,491 across 7 Healthcare Plans names. UNH ranks #1 (94.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
This page
|
163,859 | $68,104,716 | |
| 2 | ELV |
Elevance Health, Inc.
|
4,421 | $1,709,733 | |
| 3 | HUM |
Humana Inc
|
2,968 | $1,178,948 | |
| 4 | CI |
Cigna Group
|
2,628 | $724,487 | |
| 5 | CVS |
CVS HEALTH Corp
|
5,340 | $552,423 | |
| 6 | CNC |
Centene Corp
|
529 | $33,956 | |
| 7 | MOH |
Molina Healthcare, Inc.
|
1 | $228 |
All Filings in UNH
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $68,104,716 | 163,859 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $44,593,502 | 164,801 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $61,415,314 | 186,045 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $63,118,077 | 182,792 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $53,210,227 | 170,562 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $89,696,901 | 171,259 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $88,987,350 | 175,913 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $103,454,448 | 176,942 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $90,360,038 | 177,434 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $86,885,645 | 175,633 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $86,937,044 | 165,132 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $82,865,139 | 164,353 | Shares | Sole | 2024-02-14 | |
| 2023-06-30 | $74,729,907 | 155,480 | Shares | Sole | 2024-02-14 | |
| 2023-03-31 | $60,823,278 | 128,702 | Shares | Sole | 2024-02-14 | |
| 2022-12-31 | $65,678,168 | 123,879 | Shares | Sole | 2024-02-14 | |
| 2022-09-30 | $60,900,248 | 120,585 | Shares | Sole | 2024-02-14 | |
| 2022-06-30 | $60,884,159 | 118,537 | Shares | Sole | 2024-02-14 | |
| 2022-03-31 | $61,076,047 | 119,764 | Shares | Sole | 2024-02-14 | |
| 2021-12-31 | $62,039,397 | 123,550 | Shares | Sole | 2024-02-14 | |
| 2021-09-30 | $46,852,070 | 119,906 | Shares | Sole | 2024-02-14 | |
| 2021-06-30 | $47,654,362 | 119,005 | Shares | Sole | 2024-02-14 | |
| 2021-03-31 | $43,755,804 | 117,601 | Shares | Sole | 2024-02-14 | |
| 2020-12-31 | $35,849,665 | 102,229 | Shares | Sole | 2024-02-13 | |
| 2020-09-30 | $31,210,982 | 100,109 | Shares | Sole | 2024-02-13 | |
| 2020-06-30 | $28,272,137 | 95,854 | Shares | Sole | 2024-02-13 | |
| 2020-03-31 | $17,993,764 | 72,154 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||