PINNACLE ASSOCIATES LTD

Position in UNH — Unitedhealth Group Inc

CIK 743127 NEW YORK, NY

Position in UNH

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

Position Value

$9,016,261

+$3,175,847 QoQ

Shares Held

21,693

+0.5% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#779

of 3,349 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

PINNACLE ASSOCIATES LTD holds $18,321,413 across 6 Healthcare Plans names. UNH ranks #1 (49.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc This page	21,693	$9,016,261
2	CVS	CVS HEALTH Corp	59,101	$6,113,998
3	ELV	Elevance Health, Inc.	2,721	$1,052,292
4	CI	Cigna Group	3,631	$1,000,994
5	CNC	Centene Corp	14,463	$928,379
6	MOH	Molina Healthcare, Inc.	916	$209,489

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$9,016,261	21,693	+0.5%	Shares	Sole	2026-08-03
2026-03-31	$5,840,414	21,584	-36.1%	Shares	Sole	2026-04-22
2025-12-31	$11,157,057	33,798	+1.4%	Shares	Sole	2026-02-05
2025-09-30	$11,505,396	33,320	-4.7%	Shares	Sole	2025-11-13
2025-06-30	$10,909,902	34,971	-6.4%	Shares	Sole	2025-08-04
2025-03-31	$19,574,108	37,373	+1.9%	Shares	Sole	2025-05-06
2024-12-31	$18,555,956	36,682	-9.5%	Shares	Sole	2025-02-14
2024-09-30	$23,708,774	40,550	+9.1%	Shares	Sole	2024-10-25
2024-06-30	$18,929,194	37,170	-5.4%	Shares	Sole	2024-07-30
2024-03-31	$19,433,300	39,283	-3.1%	Shares	Sole	2024-04-26
2023-12-31	$21,348,358	40,550	+0.9%	Shares	Sole	2024-01-19
2023-09-30	$20,254,824	40,173	-2.0%	Shares	Sole	2023-10-24
2023-06-30	$19,701,914	40,991	+7.1%	Shares	Sole	2023-07-27
2023-03-31	$18,081,293	38,260	-0.5%	Shares	Sole	2023-05-05
2022-12-31	$20,384,890	38,449	-0.1%	Shares	Sole	2023-02-01
2022-09-30	$19,436,969	38,486	+0.1%	Shares	Sole	2022-11-01
2022-06-30	$19,751,128	38,454	-3.2%	Shares	Sole	2022-08-02
2022-03-31	$20,251,928	39,712	+8.9%	Shares	Sole	2022-05-05
2021-12-31	$18,314,050	36,472	-1.4%	Shares	Sole	2022-02-02
2021-09-30	$14,456,207	36,997	-11.1%	Shares	Sole	2021-10-19
2021-06-30	$16,663,509	41,613	-8.0%	Shares	Sole	2021-08-02
2021-03-31	$16,833,935	45,244	-5.0%	Shares	Sole	2021-05-12
2020-12-31	$16,701,836	47,627	-2.8%	Shares	Sole	2021-01-26
2020-09-30	$15,272,365	48,986	-4.4%	Shares	Sole	2020-10-23
2020-06-30	$15,117,072	51,253	-9.2%	Shares	Sole	2020-08-14
2020-03-31	$14,072,264	56,429	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.