SEC 13F Intelligence

Eagle Global Advisors LLC / UNH

Eagle Global Advisors LLC’s Unitedhealth Group Inc Position

Does Eagle Global Advisors LLC own Unitedhealth Group Inc (UNH)? Yes42.7K shares worth $12M (+0.42% of its 13F portfolio) as of Q1 2026, down from 43.9K shares the prior filed quarter.

Position Value
$12M
Q1 2026
Shares
42.7K
% of Portfolio
+0.42%
Quarters Held
21
currently held

Position History UNH

Reported value by quarter
Q2 ’20: $7MQ2 ’20Q3 ’20: $12MQ3 ’21: $15MQ4 ’21: $20MQ4 ’21Q1 ’22: $20MQ2 ’22: $20MQ3 ’22: $20MQ3 ’22Q4 ’22: $21MQ1 ’23: $18MQ2 ’23: $18MQ2 ’23Q3 ’23: $19MQ4 ’23: $19MQ1 ’24: $18MQ1 ’24Q2 ’24: $18MQ3 ’24: $21MQ4 ’24: $19MQ4 ’24Q1 ’25: $19MQ2 ’25: $15MQ3 ’25: $15MQ3 ’25Q4 ’25: $14MQ1 ’26: $12Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202642.7K$12M+0.42%
Q4 202543.9K$14M+0.54%
Q3 202544.5K$15M+0.59%
Q2 202549.5K$15M+0.62%
Q1 202537.2K$19M+0.80%
Q4 202437.2K$19M+0.77%
Q3 202436.0K$21M+1.04%
Q2 202436.1K$18M+0.97%
Q1 202436.2K$18M+1.01%
Q4 202336.3K$19M+1.15%
Q3 202336.9K$19M+1.21%
Q2 202337.0K$18M+1.17%
Q1 202338.6K$18M+1.23%
Q4 202238.8K$21M+1.42%
Q3 202238.8K$20M+1.47%
Q2 202238.9K$20M+1.47%
Q1 202239.0K$20M+1.23%
Q4 202139.0K$20M+1.23%
Q3 202139.5K$15M+1.02%
Q3 202038.2K$12M+1.07%
Q2 202022.9K$7M+0.61%

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