SEC 13F Intelligence

West Branch Capital LLC / UNH

West Branch Capital LLC’s Unitedhealth Group Inc Position

Does West Branch Capital LLC own Unitedhealth Group Inc (UNH)? Yes11.6K shares worth $5M (+1.12% of its 13F portfolio) as of Q2 2026, up from 11.5K shares the prior filed quarter.

Position Value
$5M
Q2 2026
Shares
11.6K
% of Portfolio
+1.12%
Quarters Held
31
currently held

Position History UNH

Reported value by quarter
Q4 ’18: $2MQ4 ’18Q1 ’19: $2MQ2 ’19: $2MQ3 ’19: $2MQ4 ’19: $2MQ4 ’19Q1 ’20: $2MQ2 ’20: $2MQ3 ’20: $2MQ4 ’20: $3MQ4 ’20Q1 ’21: $3MQ2 ’21: $3MQ3 ’21: $3MQ4 ’21: $4MQ4 ’21Q1 ’22: $4MQ2 ’22: $4MQ3 ’22: $4MQ4 ’22: $4MQ4 ’22Q1 ’23: $4MQ2 ’23: $4MQ3 ’23: $4MQ4 ’23: $4MQ4 ’23Q1 ’24: $4MQ2 ’24: $6MQ3 ’24: $6MQ4 ’24: $6MQ4 ’24Q1 ’25: $6MQ2 ’25: $4MQ3 ’25: $5MQ4 ’25: $4MQ4 ’25Q1 ’26: $3MQ2 ’26: $5Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q2 202611.6K$5M+1.12%
Q1 202611.5K$3M+0.83%
Q4 202511.2K$4M+0.96%
Q3 202513.4K$5M+1.22%
Q2 202513.1K$4M+1.21%
Q1 202511.7K$6M+2.04%
Q4 202411.2K$6M+1.80%
Q3 202411.0K$6M+2.23%
Q2 202411.0K$6M+2.08%
Q1 20249.0K$4M+1.79%
Q4 20238.4K$4M+2.08%
Q3 20238.2K$4M+2.18%
Q2 20238.0K$4M+1.93%
Q1 20237.9K$4M+2.07%
Q4 20227.9K$4M+2.57%
Q3 20227.9K$4M+2.47%
Q2 20227.8K$4M+2.31%
Q1 20227.5K$4M+1.82%
Q4 20218.0K$4M+1.71%
Q3 20217.7K$3M+1.45%
Q2 20217.7K$3M+1.51%
Q1 20217.5K$3M+1.63%
Q4 20207.7K$3M+1.60%
Q3 20207.8K$2M+1.54%
Q2 20207.5K$2M+1.55%
Q1 20206.9K$2M+1.65%
Q4 20197.2K$2M+1.47%
Q3 20197.1K$2M+1.14%
Q2 20197.1K$2M+1.42%
Q1 20196.5K$2M+1.45%
Q4 20186.4K$2M+1.69%

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