MEANS INVESTMENT CO., INC.

Position in UNH — Unitedhealth Group Inc

CIK 701516 BANGOR, ME

Position in UNH

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$635,913

+$197,828 QoQ

Shares Held

1,530

-5.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#2,145

of 3,349 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

MEANS INVESTMENT CO., INC. holds $2,085,337 across 3 Healthcare Plans names. UNH ranks #2 (30.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CVS	CVS HEALTH Corp	11,847	$1,225,572
2	UNH	Unitedhealth Group Inc This page	1,530	$635,913
3	CI	Cigna Group	812	$223,852

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$635,913	1,530	-5.5%	Shares	Sole	2026-08-14
2026-03-31	$438,085	1,619	-5.4%	Shares	Sole	2026-04-24
2025-12-31	$565,148	1,712	-6.6%	Shares	Sole	2026-01-26
2025-09-30	$632,934	1,833	-57.6%	Shares	Sole	2025-11-06
2025-06-30	$1,348,022	4,321	-31.6%	Shares	Sole	2025-07-25
2025-03-31	$3,308,005	6,316	+29.9%	Shares	Sole	2025-04-21
2024-12-31	$2,459,491	4,862	+5.7%	Shares	Sole	2025-01-24
2024-09-30	$2,689,528	4,600	-0.6%	Shares	Sole	2024-10-18
2024-06-30	$2,357,364	4,629	-13.6%	Shares	Sole	2024-07-19
2024-03-31	$2,649,613	5,356	-3.3%	Shares	Sole	2024-04-17
2023-12-31	$2,916,643	5,540	-2.8%	Shares	Sole	2024-01-25
2023-09-30	$2,874,891	5,702	+6.6%	Shares	Sole	2023-10-25
2023-06-30	$2,571,424	5,350	+1.0%	Shares	Sole	2023-07-31
2023-03-31	$2,503,309	5,297	+0.2%	Shares	Sole	2023-05-08
2022-12-31	$2,804,122	5,289	+5.3%	Shares	Sole	2023-01-27
2022-09-30	$2,536,815	5,023	+0.3%	Shares	Sole	2022-10-17
2022-06-30	$2,572,259	5,008	+1.6%	Shares	Sole	2022-07-21
2022-03-31	$2,512,622	4,927	+5.3%	Shares	Sole	2022-04-26
2021-12-31	$2,349,513	4,679	+0.9%	Shares	Sole	2022-02-14
2021-09-30	$1,811,470	4,636	+0.7%	Shares	Sole	2021-11-12
2021-06-30	$1,843,625	4,604	+12.6%	Shares	Sole	2021-08-10
2021-03-31	$1,520,650	4,087	+3.5%	Shares	Sole	2021-04-05
2020-12-31	$1,385,186	3,950	+9.8%	Shares	Sole	2021-02-12
2020-09-30	$1,121,436	3,597	+12.0%	Shares	Sole	2020-11-09
2020-06-30	$947,379	3,212	+9.0%	Shares	Sole	2020-08-13
2020-03-31	$735,172	2,948	—	Shares	Sole	2020-04-23
No filing history on record for this holder in this stock.