LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA

Position in UNH — Unitedhealth Group Inc

CIK 932974 BOSTON, MA

Position in UNH

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

Position Value

$910,229

+$327,108 QoQ

Shares Held

2,190

+1.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#1,889

of 3,349 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA holds $1,530,837 across 5 Healthcare Plans names. UNH ranks #1 (59.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc This page	2,190	$910,229
2	CI	Cigna Group	1,566	$431,714
3	CVS	CVS HEALTH Corp	947	$97,967
4	HUM	Humana Inc	115	$45,680
5	ELV	Elevance Health, Inc.	117	$45,247

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$910,229	2,190	+1.6%	Shares	Sole	2026-07-30
2026-03-31	$583,121	2,155	-1.0%	Shares	Sole	2026-04-13
2025-12-31	$718,649	2,177	+2.1%	Shares	Sole	2026-01-28
2025-09-30	$736,524	2,133	+155.4%	Shares	Sole	2025-10-24
2025-06-30	$260,494	835	-71.3%	Shares	Sole	2025-07-30
2025-03-31	$1,524,636	2,911	-14.2%	Shares	Sole	2025-04-24
2024-12-31	$1,716,888	3,394	-5.3%	Shares	Sole	2025-01-28
2024-09-30	$2,094,908	3,583	+1.0%	Shares	Sole	2024-10-25
2024-06-30	$1,806,345	3,547	-14.3%	Shares	Sole	2024-07-17
2024-03-31	$2,047,563	4,139	-1.2%	Shares	Sole	2024-04-23
2023-12-31	$2,205,909	4,190	-2.7%	Shares	Sole	2024-02-01
2023-09-30	$2,170,537	4,305	+12.3%	Shares	Sole	2023-11-03
2023-06-30	$1,841,812	3,832	+11.9%	Shares	Sole	2023-08-01
2023-03-31	$1,617,675	3,423	0.0%	Shares	Sole	2023-05-02
2022-12-31	$1,814,806	3,423	-12.9%	Shares	Sole	2023-03-02
2022-09-30	$1,983,797	3,928	-2.1%	Shares	Sole	2022-10-25
2022-06-30	$2,061,710	4,014	+16.9%	Shares	Sole	2022-07-26
2022-03-31	$1,751,746	3,435	+1.0%	Shares	Sole	2022-04-13
2021-12-31	$1,707,778	3,401	-0.4%	Shares	Sole	2022-02-14
2021-09-30	$1,333,595	3,413	+8.9%	Shares	Sole	2021-11-12
2021-06-30	$1,254,578	3,133	+2.3%	Shares	Sole	2021-08-13
2021-03-31	$1,140,022	3,064	+3.4%	Shares	Sole	2021-04-14
2020-12-31	$1,039,064	2,963	+17.4%	Shares	Sole	2021-01-14
2020-09-30	$786,907	2,524	-8.6%	Shares	Sole	2020-10-15
2020-06-30	$814,062	2,760	+2.2%	Shares	Sole	2020-07-30
2020-03-31	$673,326	2,700	—	Shares	Sole	2020-04-15
No filing history on record for this holder in this stock.