TRILLIUM ASSET MANAGEMENT, LLC

Position in UNH — Unitedhealth Group Inc

CIK 884541 BOSTON, MA

Back to UNH Full portfolio

Position in UNH

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$6,439,355

-$2,955,259 QoQ

Shares Held

15,493

-55.4% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.20%

of 13F equity value

Holder Rank

#885

of 3,349 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 98% Shared 0% None 2%

Common Shares in UNH Over Time

Shares Held

Position Value (USD)

Position in Healthcare Plans

Healthcare · as of Jun 30, 2026

TRILLIUM ASSET MANAGEMENT, LLC holds $15,454,785 across 4 Healthcare Plans names. UNH ranks #2 (41.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ELV	Elevance Health, Inc.	20,852	$8,064,093
2	UNH	Unitedhealth Group Inc This page	15,493	$6,439,355
3	HUM	Humana Inc	1,279	$508,044
4	CI	Cigna Group	1,608	$443,293

All Filings in UNH

Export CSV

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,439,355	15,493	-55.4%	Shares	Defined	2026-08-11
2026-03-31	$9,394,614	34,719	+128.3%	Shares	Defined	2026-05-11
2025-12-31	$5,019,322	15,205	-45.2%	Shares	Defined	2026-02-13
2025-09-30	$9,588,635	27,769	-0.4%	Shares	Defined	2025-11-14
2025-06-30	$8,695,539	27,873	+11.4%	Shares	Defined	2025-08-06
2025-03-31	$13,107,891	25,027	-37.6%	Shares	Defined	2025-05-13
2024-12-31	$20,291,056	40,112	-1.2%	Shares	Defined	2025-02-11
2024-09-30	$23,746,193	40,614	+0.9%	Shares	Defined	2024-11-07
2024-06-30	$20,507,390	40,269	-0.1%	Shares	Defined	2024-08-08
2024-03-31	$19,937,398	40,302	+0.4%	Shares	Defined	2024-05-09
2023-12-31	$21,123,029	40,122	+55.8%	Shares	Other	2024-02-08
2023-09-30	$12,979,867	25,744	+0.7%	Shares	Defined	2023-11-08
2023-06-30	$12,291,887	25,574	-2.0%	Shares	Defined	2023-08-10
2023-03-31	$12,329,400	26,089	-1.4%	Shares	Defined	2023-05-09
2022-12-31	$14,031,743	26,466	-2.3%	Shares	Defined	2023-02-08
2022-09-30	$13,676,988	27,081	-0.5%	Shares	Defined	2022-11-09
2022-06-30	$13,984,090	27,226	+995.6%	Shares	Defined	2022-08-08
2022-03-31	$1,267,275	2,485	-0.2%	Shares	Defined	2022-05-04
2021-12-31	$1,249,826	2,489	+5.8%	Shares	Defined	2022-02-08
2021-09-30	$919,411	2,353	+6.4%	Shares	Defined	2021-11-12
2021-06-30	$885,372	2,211	+32.2%	Shares	Defined	2021-11-12
2021-03-31	$622,473	1,673	-2.3%	Shares	Defined	2021-05-10
2020-12-31	$600,714	1,713	+11.9%	Shares	Defined	2021-02-12
2020-09-30	$477,319	1,531	-2.2%	Shares	Sole	2020-11-09
2020-06-30	$461,891	1,566	+35.4%	Shares	Sole	2020-08-06
2020-03-31	$288,532	1,157	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.