Emerald Investment Advisers, LLC

Position in UNH — Unitedhealth Group Inc

CIK 2127823 Leola, PA

Position in UNH

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

Position Value

$12,506,306

+$5,565,402 QoQ

Shares Held

30,090

+17.3% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.86%

of 13F equity value

Holder Rank

#664

of 3,349 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

Emerald Investment Advisers, LLC holds $14,788,228 across 3 Healthcare Plans names. UNH ranks #1 (84.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc This page	30,090	$12,506,306
2	CVS	CVS HEALTH Corp	17,468	$1,807,064
3	PGNY	Progyny, Inc.	16,471	$474,858

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$12,506,306	30,090	+17.3%	Shares	Sole	2026-08-12
2026-03-31	$6,940,904	25,651	—	Shares	Sole	2026-05-11
No filing history on record for this holder in this stock.