SIGNATURE ESTATE & INVESTMENT ADVISORS LLC

Position in UNH — Unitedhealth Group Inc

CIK 1079935 LOS ANGELES, CA

Position in UNH

as of Jun 30, 2026 · filed Jul 14, 2026 Compact

Position Value

$1,249,383

+$319,907 QoQ

Shares Held

3,006

-12.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#1,667

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

SIGNATURE ESTATE & INVESTMENT ADVISORS LLC holds $2,536,653 across 4 Healthcare Plans names. UNH ranks #1 (49.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc This page	3,006	$1,249,383
2	ELV	Elevance Health, Inc.	2,049	$792,409
3	CVS	CVS HEALTH Corp	2,525	$261,210
4	CNC	Centene Corp	3,640	$233,651

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,249,383	3,006	-12.5%	Shares	Sole	2026-07-14
2026-03-31	$929,476	3,435	-1.9%	Shares	Sole	2026-04-15
2025-12-31	$1,156,375	3,503	-8.6%	Shares	Sole	2026-02-06
2025-09-30	$1,322,843	3,831	+4.4%	Shares	Defined	2025-11-05
2025-06-30	$1,144,617	3,669	+0.2%	Shares	Defined	2025-07-29
2025-03-31	$1,917,448	3,661	-0.7%	Shares	Defined	2025-05-16
2024-12-31	$1,864,599	3,686	+13.9%	Shares	Sole	2025-02-11
2024-09-30	$1,892,023	3,236	-14.1%	Shares	Sole	2024-11-06
2024-06-30	$1,918,891	3,768	+192.8%	Shares	Sole	2024-07-26
2024-03-31	$636,678	1,287	-24.3%	Shares	Defined	2024-05-13
2023-12-31	$895,524	1,701	+32.0%	Shares	Defined	2024-01-29
2023-09-30	$649,900	1,289	-2.6%	Shares	Defined	2023-10-26
2023-06-30	$636,367	1,324	+1.7%	Shares	Defined	2023-07-20
2023-03-31	$615,311	1,302	-4.0%	Shares	Defined	2023-05-03
2022-12-31	$718,923	1,356	-15.3%	Shares	Defined	2023-01-11
2022-09-30	$808,568	1,601	+7.3%	Shares	Sole	2022-10-20
2022-06-30	$766,335	1,492	-7.1%	Shares	Sole	2022-07-13
2022-03-31	$819,011	1,606	+1.2%	Shares	Sole	2022-04-19
2021-12-31	$796,895	1,587	-2.1%	Shares	Sole	2022-01-20
2021-09-30	$633,389	1,621	+0.7%	Shares	Defined	2021-10-12
2021-06-30	$644,307	1,609	+8.3%	Shares	Defined	2021-07-16
2021-03-31	$552,895	1,486	+9.2%	Shares	Defined	2021-04-15
2020-12-31	$477,275	1,361	-3.7%	Shares	Sole	2021-01-13
2020-09-30	$440,530	1,413	+4.1%	Shares	Sole	2020-10-13
2020-06-30	$400,541	1,358	+15.1%	Shares	Sole	2020-07-21
2020-03-31	$294,268	1,180	—	Shares	Defined	2020-05-07
No filing history on record for this holder in this stock.