EVERETT HARRIS & CO /CA/

Position in UNH — Unitedhealth Group Inc

CIK 1009254 LOS ANGELES, CA

Position in UNH

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$1,305,909

+$455,716 QoQ

Shares Held

3,142

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#1,643

of 3,349 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

EVERETT HARRIS & CO /CA/ holds $2,641,430 across 3 Healthcare Plans names. UNH ranks #1 (49.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc This page	3,142	$1,305,909
2	CVS	CVS HEALTH Corp	8,693	$899,290
3	ELV	Elevance Health, Inc.	1,128	$436,231

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,305,909	3,142	0.0%	Shares	Sole	2026-08-03
2026-03-31	$850,193	3,142	+6.4%	Shares	Sole	2026-05-11
2025-12-31	$974,814	2,953	+17.5%	Shares	Sole	2026-02-11
2025-09-30	$867,738	2,513	-2.5%	Shares	Sole	2025-11-03
2025-06-30	$803,946	2,577	-2.9%	Shares	Sole	2025-08-08
2025-03-31	$1,389,508	2,653	-0.3%	Shares	Sole	2025-05-12
2024-12-31	$1,346,093	2,661	-0.4%	Shares	Sole	2025-01-24
2024-09-30	$1,562,264	2,672	-1.2%	Shares	Sole	2024-10-18
2024-06-30	$1,377,548	2,705	+7.3%	Shares	Sole	2024-08-02
2024-03-31	$1,246,644	2,520	-2.1%	Shares	Sole	2024-04-19
2023-12-31	$1,354,607	2,573	-1.0%	Shares	Sole	2024-01-18
2023-09-30	$1,310,389	2,599	+1.7%	Shares	Sole	2023-10-24
2023-06-30	$1,228,035	2,555	+24.9%	Shares	Sole	2023-07-27
2023-03-31	$966,919	2,046	+9.5%	Shares	Sole	2023-04-25
2022-12-31	$990,906	1,869	+3.1%	Shares	Sole	2023-01-20
2022-09-30	$915,637	1,813	-2.7%	Shares	Sole	2022-10-21
2022-06-30	$957,406	1,864	+4.8%	Shares	Sole	2022-07-22
2022-03-31	$907,236	1,779	+4.8%	Shares	Sole	2022-04-22
2021-12-31	$852,131	1,697	+9.7%	Shares	Sole	2022-02-02
2021-09-30	$604,474	1,547	-2.2%	Shares	Sole	2021-11-03
2021-06-30	$633,496	1,582	-8.3%	Shares	Sole	2021-07-29
2021-03-31	$641,820	1,725	0.0%	Shares	Sole	2021-05-13
2020-12-31	$604,923	1,725	+48.3%	Shares	Sole	2021-02-04
2020-09-30	$362,588	1,163	0.0%	Shares	Sole	2020-11-03
2020-06-30	$343,026	1,163	-1.3%	Shares	Sole	2020-07-29
2020-03-31	$293,769	1,178	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.