LOWE BROCKENBROUGH & CO INC

Position in UNH — Unitedhealth Group Inc

CIK 22657 RICHMOND, VA

Position in UNH

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$8,499,633

+$2,959,574 QoQ

Shares Held

20,450

-0.1% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.68%

of 13F equity value

Holder Rank

#789

of 3,340 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

LOWE BROCKENBROUGH & CO INC holds $19,580,371 across 4 Healthcare Plans names. UNH ranks #2 (43.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ELV	Elevance Health, Inc.	26,779	$10,356,242
2	UNH	Unitedhealth Group Inc This page	20,450	$8,499,633
3	CI	Cigna Group	1,464	$403,595
4	CVS	CVS HEALTH Corp	3,102	$320,901

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$8,499,633	20,450	-0.1%	Shares	Sole	2026-08-03
2026-03-31	$5,540,059	20,474	-1.3%	Shares	Sole	2026-05-07
2025-12-31	$6,849,782	20,750	-2.6%	Shares	Sole	2026-02-11
2025-09-30	$7,357,652	21,308	+2.0%	Shares	Sole	2025-11-05
2025-06-30	$6,519,549	20,898	-8.5%	Shares	Sole	2025-08-11
2025-03-31	$11,961,926	22,839	-1.5%	Shares	Sole	2025-05-13
2024-12-31	$11,732,410	23,193	+0.8%	Shares	Sole	2025-02-11
2024-09-30	$13,446,470	22,998	-13.2%	Shares	Sole	2024-10-28
2024-06-30	$13,500,482	26,510	-12.9%	Shares	Sole	2024-08-12
2024-03-31	$15,048,279	30,419	+11.0%	Shares	Sole	2024-05-15
2023-12-31	$14,425,804	27,401	-10.0%	Shares	Sole	2024-02-14
2023-09-30	$15,343,510	30,432	-0.9%	Shares	Sole	2023-11-14
2023-06-30	$14,757,570	30,704	+1.0%	Shares	Sole	2023-08-10
2023-03-31	$14,372,407	30,412	+0.3%	Shares	Sole	2023-05-12
2022-12-31	$16,075,057	30,320	+1.5%	Shares	Sole	2023-02-14
2022-09-30	$15,092,615	29,884	-5.4%	Shares	Sole	2022-11-01
2022-06-30	$16,220,949	31,581	-2.7%	Shares	Sole	2022-07-27
2022-03-31	$16,551,076	32,455	-2.0%	Shares	Sole	2022-05-04
2021-12-31	$16,632,885	33,124	+3.4%	Shares	Sole	2022-02-14
2021-09-30	$12,522,044	32,047	-2.0%	Shares	Sole	2021-11-15
2021-06-30	$13,089,983	32,689	+1.7%	Shares	Sole	2021-08-13
2021-03-31	$11,957,213	32,137	+1.8%	Shares	Sole	2021-05-14
2020-12-31	$11,068,863	31,564	+1.2%	Shares	Sole	2021-02-04
2020-09-30	$9,720,676	31,179	-1.4%	Shares	Sole	2020-10-26
2020-06-30	$9,328,973	31,629	+0.5%	Shares	Sole	2020-08-13
2020-03-31	$7,850,482	31,480	—	Shares	Sole	2020-05-21
No filing history on record for this holder in this stock.