Pathstone Holdings, LLC

Position in UNH — Unitedhealth Group Inc

CIK 2011612 ENGLEWOOD, NJ

Position in UNH

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$54,625,834

+$22,452,684 QoQ

Shares Held

131,429

+10.5% QoQ

Ownership

0.015%

of shares outstanding

% of Portfolio

0.30%

of 13F equity value

Holder Rank

#354

of 3,349 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 50% Shared 1% None 49%

Healthcare · as of Jun 30, 2026

Pathstone Holdings, LLC holds $115,502,319 across 7 Healthcare Plans names. UNH ranks #1 (47.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc This page	131,429	$54,625,834
2	CVS	CVS HEALTH Corp	181,276	$18,753,001
3	ELV	Elevance Health, Inc.	39,013	$15,087,497
4	CI	Cigna Group	53,975	$14,879,827
5	HUM	Humana Inc	15,086	$5,992,460
6	CNC	Centene Corp	59,165	$3,797,800
7	MOH	Molina Healthcare, Inc.	10,345	$2,365,900

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$54,625,834	131,429	+10.5%	Shares	Defined	2026-08-13
2026-03-31	$32,173,150	118,900	-7.3%	Shares	Other	2026-05-11
2025-12-31	$42,357,733	128,314	-2.2%	Shares	Sole	2026-02-13
2025-09-30	$45,317,860	131,242	+3.3%	Shares	Sole	2025-11-13
2025-06-30	$39,644,209	127,077	-9.2%	Shares	Sole	2025-08-12
2025-03-31	$73,290,955	139,935	-5.5%	Shares	Sole	2025-05-15
2024-12-31	$74,943,663	148,151	-3.5%	Shares	Sole	2025-02-14
2024-09-30	$89,740,192	153,486	+0.9%	Shares	Defined	2024-11-07
2024-06-30	$77,457,426	152,098	+1.6%	Shares	Defined	2024-08-14
2024-03-31	$74,068,462	149,724	+12.2%	Shares	Defined	2024-05-13
2023-12-31	$70,282,690	133,498	—	Shares	Sole	2024-02-14
No filing history on record for this holder in this stock.