Position in UNH
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$1,921,873
+$1,013,503 QoQ
Shares Held
4,624
+37.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,424
of 3,349 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in UNH Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026ZWJ INVESTMENT COUNSEL INC holds $36,648,293 across 2 Healthcare Plans names. UNH ranks #2 (5.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ELV |
Elevance Health, Inc.
|
89,795 | $34,726,420 | |
| 2 | UNH |
Unitedhealth Group Inc
This page
|
4,624 | $1,921,873 |
All Filings in UNH
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,921,873 | 4,624 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $908,370 | 3,357 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $1,107,519 | 3,355 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $1,177,473 | 3,410 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $1,020,141 | 3,270 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $1,681,761 | 3,211 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $1,753,816 | 3,467 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $2,163,316 | 3,700 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $1,883,752 | 3,699 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $1,795,266 | 3,629 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $1,000,293 | 1,900 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $1,182,325 | 2,345 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $674,818 | 1,404 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $649,338 | 1,374 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $657,953 | 1,241 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $596,452 | 1,181 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $632,792 | 1,232 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $616,043 | 1,208 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $679,395 | 1,353 | Shares | Sole | 2022-03-31 | |
| 2021-09-30 | $528,671 | 1,353 | Shares | Sole | 2022-03-31 | |
| 2021-06-30 | $540,193 | 1,349 | Shares | Sole | 2022-03-31 | |
| 2021-03-31 | $780,602 | 2,098 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $357,342 | 1,019 | Shares | Sole | 2021-02-26 | |
| 2020-09-30 | $270,928 | 869 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $226,816 | 769 | Shares | Sole | 2020-07-28 | |
| 2020-03-31 | $1,166,100 | 4,676 | Shares | Sole | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||