HOWE & RUSLING INC

Position in UNH — Unitedhealth Group Inc

CIK 769963 ROCHESTER, NY

Position in UNH

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$1,481,720

+$475,396 QoQ

Shares Held

3,565

-4.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#1,575

of 3,340 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 68% Shared 0% None 32%

Healthcare · as of Jun 30, 2026

HOWE & RUSLING INC holds $19,755,153 across 4 Healthcare Plans names. UNH ranks #2 (7.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ELV	Elevance Health, Inc.	45,974	$17,779,524
2	UNH	Unitedhealth Group Inc This page	3,565	$1,481,720
3	CVS	CVS HEALTH Corp	2,747	$284,177
4	HUM	Humana Inc	528	$209,732

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,481,720	3,565	-4.1%	Shares	Sole	2026-08-10
2026-03-31	$1,006,324	3,719	-9.0%	Shares	Sole	2026-04-28
2025-12-31	$1,348,829	4,086	-20.9%	Shares	Sole	2026-02-17
2025-09-30	$1,782,783	5,163	-79.5%	Shares	Sole	2025-11-05
2025-06-30	$7,874,745	25,242	-3.6%	Shares	Sole	2025-08-12
2025-03-31	$13,713,869	26,184	-1.4%	Shares	Sole	2025-06-17
2024-12-31	$13,432,100	26,553	-12.7%	Shares	Sole	2025-02-12
2024-09-30	$17,774,856	30,401	-0.1%	Shares	Sole	2024-11-08
2024-06-30	$15,497,800	30,432	+11.8%	Shares	Sole	2024-08-14
2024-03-31	$13,471,175	27,231	+18.3%	Shares	Sole	2024-05-15
2023-12-31	$12,118,812	23,019	+1.5%	Shares	Sole	2024-02-06
2023-09-30	$11,438,054	22,686	-22.1%	Shares	Sole	2023-11-09
2023-06-30	$13,992,871	29,113	-13.4%	Shares	Sole	2023-08-14
2023-03-31	$15,896,509	33,637	+0.2%	Shares	Sole	2023-05-15
2022-12-31	$17,796,552	33,567	+3.9%	Shares	Sole	2023-02-15
2022-09-30	$16,309,256	32,293	+1.6%	Shares	Sole	2022-11-14
2022-06-30	$16,328,297	31,790	+3.5%	Shares	Sole	2022-08-15
2022-03-31	$15,663,728	30,715	+1.5%	Shares	Sole	2022-05-10
2021-12-31	$15,199,777	30,270	+9.0%	Shares	Sole	2022-02-14
2021-09-30	$10,846,160	27,758	-2.1%	Shares	Sole	2021-11-15
2021-06-30	$11,357,679	28,363	+1.2%	Shares	Sole	2021-08-13
2021-03-31	$10,430,238	28,033	+17.9%	Shares	Sole	2021-05-13
2020-12-31	$8,338,469	23,778	+1.1%	Shares	Sole	2021-02-08
2020-09-30	$7,333,765	23,523	-10.2%	Shares	Sole	2020-11-06
2020-06-30	$7,723,560	26,186	-11.9%	Shares	Sole	2020-07-15
2020-03-31	$7,409,578	29,712	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.