BEESE FULMER INVESTMENT MANAGEMENT, INC.

Position in UNH — Unitedhealth Group Inc

CIK 911274 CANTON, OH

Position in UNH

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$890,695

+$402,551 QoQ

Shares Held

2,143

+18.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#1,904

of 3,349 holders

Holding Since

Jun 2021

21 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

BEESE FULMER INVESTMENT MANAGEMENT, INC. holds $3,231,235 across 6 Healthcare Plans names. UNH ranks #2 (27.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CNC	Centene Corp	14,291	$917,339
2	UNH	Unitedhealth Group Inc This page	2,143	$890,695
3	MOH	Molina Healthcare, Inc.	2,258	$516,404
4	CI	Cigna Group	1,273	$350,940
5	ELV	Elevance Health, Inc.	882	$341,095
6	CVS	CVS HEALTH Corp	2,076	$214,762

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$890,695	2,143	+18.8%	Shares	Sole	2026-07-29
2026-03-31	$488,144	1,804	-8.3%	Shares	Sole	2026-04-16
2025-12-31	$649,326	1,967	+31.9%	Shares	Sole	2026-02-05
2025-09-30	$514,842	1,491	+10.4%	Shares	Sole	2025-11-13
2025-06-30	$421,471	1,351	-94.2%	Shares	Sole	2025-08-07
2025-03-31	$12,145,762	23,190	-0.3%	Shares	Sole	2025-04-08
2024-12-31	$11,771,868	23,271	+2.2%	Shares	Sole	2025-01-28
2024-09-30	$13,307,316	22,760	+1.2%	Shares	Sole	2024-10-22
2024-06-30	$11,448,674	22,481	+9.0%	Shares	Sole	2024-07-03
2024-03-31	$10,202,198	20,623	+1262.2%	Shares	Sole	2024-04-08
2023-12-31	$797,075	1,514	+1.5%	Shares	Sole	2024-01-09
2023-09-30	$751,747	1,491	-1.5%	Shares	Sole	2023-10-10
2023-06-30	$727,208	1,513	-6.9%	Shares	Sole	2023-07-11
2023-03-31	$768,431	1,626	+65.2%	Shares	Sole	2023-04-11
2022-12-31	$521,697	984	-1.2%	Shares	Sole	2023-01-17
2022-09-30	$503,019	996	-6.4%	Shares	Sole	2022-10-06
2022-06-30	$546,502	1,064	-0.4%	Shares	Sole	2022-07-11
2022-03-31	$544,647	1,068	-6.5%	Shares	Sole	2022-04-12
2021-12-31	$573,443	1,142	+23.3%	Shares	Sole	2022-01-10
2021-09-30	$361,825	926	+26.5%	Shares	Sole	2021-10-08
2021-06-30	$293,122	732	—	Shares	Sole	2021-07-08
No filing history on record for this holder in this stock.