SEC 13F Intelligence

Clifford Swan Investment Counsel LLC / UNH

Clifford Swan Investment Counsel LLC’s Unitedhealth Group Inc Position

Does Clifford Swan Investment Counsel LLC own Unitedhealth Group Inc (UNH)? Yes — 111.4K shares worth $30M (+1.03% of its 13F portfolio) as of Q1 2026, up from 108.9K shares the prior filed quarter.

Position Value
$30M
Q1 2026
Shares
111.4K
% of Portfolio
+1.03%
Quarters Held
30
currently held

Position History UNH

Reported value by quarter
Q4 ’18: $2MQ4 ’18Q1 ’19: $2MQ2 ’19: $7MQ3 ’19: $6MQ4 ’19: $10MQ4 ’19Q1 ’20: $9MQ2 ’20: $11MQ3 ’20: $10MQ4 ’20: $11MQ4 ’20Q1 ’21: $12MQ2 ’21: $14MQ3 ’21: $15MQ4 ’21: $16MQ4 ’21Q1 ’22: $18MQ2 ’22: $19MQ3 ’22: $19MQ4 ’22: $20MQ4 ’22Q1 ’23: $19MQ2 ’23: $21MQ3 ’23: $22MQ4 ’23: $23MQ4 ’23Q1 ’24: $24MQ2 ’24: $26MQ3 ’24: $30MQ4 ’24: $25MQ4 ’24Q1 ’25: $30MQ2 ’25: $33MQ3 ’25: $41MQ4 ’25: $36MQ4 ’25Q1 ’26: $30Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026111.4K$30M+1.03%
Q4 2025108.9K$36M+1.19%
Q3 2025117.7K$41M+1.35%
Q2 2025107.0K$33M+1.18%
Q1 202557.5K$30M+1.11%
Q4 202450.0K$25M+0.91%
Q3 202452.1K$30M+1.08%
Q2 202450.3K$26M+0.96%
Q1 202447.9K$24M+0.88%
Q4 202344.4K$23M+0.91%
Q3 202343.8K$22M+0.93%
Q2 202342.8K$21M+0.83%
Q1 202340.9K$19M+0.81%
Q4 202237.4K$20M+0.86%
Q3 202237.1K$19M+0.88%
Q2 202237.1K$19M+0.82%
Q1 202235.5K$18M+0.67%
Q4 202132.1K$16M+0.56%
Q3 202132.6K$15M+0.54%
Q2 202132.4K$14M+0.52%
Q1 202133.2K$12M+0.51%
Q4 202030.5K$11M+0.47%
Q3 202033.0K$10M+0.49%
Q2 202035.8K$11M+0.54%
Q1 202035.3K$9M+0.53%
Q4 201935.0K$10M+0.50%
Q3 201929.9K$6M+0.34%
Q2 201929.7K$7M+0.38%
Q1 20198.4K$2M+0.11%
Q4 20188.4K$2M+0.13%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Clifford Swan Investment Counsel LLC’s full portfolio or all institutional holders of UNH.