KLINGENSTEIN FIELDS & CO LP

Position in UNH — Unitedhealth Group Inc

CIK 859872 NEW YORK, NY

Position in UNH

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$282,628

+$80,227 QoQ

Shares Held

680

-9.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#2,760

of 3,349 holders

Holding Since

Sep 2021

20 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

KLINGENSTEIN FIELDS & CO LP holds $549,529 across 2 Healthcare Plans names. UNH ranks #1 (51.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	UNH	Unitedhealth Group Inc This page	680	$282,628
2	CVS	CVS HEALTH Corp	2,580	$266,901

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$282,628	680	-9.1%	Shares	Sole	2026-08-05
2026-03-31	$202,401	748	-14.3%	Shares	Sole	2026-05-13
2025-12-31	$288,186	873	0.0%	Shares	Sole	2026-02-13
2025-09-30	$301,446	873	-9.4%	Shares	Sole	2025-11-14
2025-06-30	$300,739	964	+2.4%	Shares	Sole	2025-07-30
2025-03-31	$492,848	941	+1.4%	Shares	Sole	2025-04-28
2024-12-31	$469,438	928	+0.3%	Shares	Sole	2025-01-30
2024-09-30	$540,829	925	0.0%	Shares	Sole	2024-10-29
2024-06-30	$471,065	925	+0.2%	Shares	Sole	2024-08-01
2024-03-31	$456,608	923	0.0%	Shares	Sole	2024-04-29
2023-12-31	$485,931	923	0.0%	Shares	Sole	2024-02-01
2023-09-30	$465,367	923	+10.5%	Shares	Sole	2023-10-27
2023-06-30	$401,334	835	+1.2%	Shares	Sole	2023-08-01
2023-03-31	$389,886	825	0.0%	Shares	Sole	2023-04-28
2022-12-31	$437,398	825	-1.1%	Shares	Sole	2023-02-02
2022-09-30	$421,203	834	-14.1%	Shares	Sole	2022-10-28
2022-06-30	$498,734	971	0.0%	Shares	Sole	2022-08-01
2022-03-31	$495,180	971	0.0%	Shares	Sole	2022-04-27
2021-12-31	$487,577	971	-7.8%	Shares	Sole	2022-01-31
2021-09-30	$411,449	1,053	—	Shares	Sole	2021-10-26
No filing history on record for this holder in this stock.