KCM INVESTMENT ADVISORS LLC

Position in UNH — Unitedhealth Group Inc

CIK 1109228 GREENBRAE, CA

Position in UNH

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

Position Value

$3,281,814

+$953,117 QoQ

Shares Held

7,896

-8.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

#1,167

of 3,349 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

KCM INVESTMENT ADVISORS LLC holds $9,155,413 across 4 Healthcare Plans names. UNH ranks #2 (35.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CVS	CVS HEALTH Corp	33,595	$3,475,402
2	UNH	Unitedhealth Group Inc This page	7,896	$3,281,814
3	ELV	Elevance Health, Inc.	4,752	$1,837,740
4	CI	Cigna Group	2,033	$560,457

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,281,814	7,896	-8.3%	Shares	Sole	2026-08-14
2026-03-31	$2,328,697	8,606	-2.7%	Shares	Sole	2026-05-15
2025-12-31	$2,918,832	8,842	-4.2%	Shares	Sole	2026-02-13
2025-09-30	$3,187,464	9,231	-2.9%	Shares	Sole	2025-11-12
2025-06-30	$2,964,650	9,503	-23.3%	Shares	Sole	2025-08-06
2025-03-31	$6,488,738	12,389	-0.3%	Shares	Sole	2025-05-14
2024-12-31	$6,288,345	12,431	-39.3%	Shares	Sole	2025-02-13
2024-09-30	$11,974,246	20,480	+3.8%	Shares	Sole	2024-11-06
2024-06-30	$10,043,625	19,722	-0.9%	Shares	Sole	2024-07-29
2024-03-31	$9,847,498	19,906	+1.7%	Shares	Sole	2024-05-07
2023-12-31	$10,299,859	19,564	+0.9%	Shares	Sole	2024-02-13
2023-09-30	$9,774,731	19,387	+0.3%	Shares	Sole	2023-11-08
2023-06-30	$9,285,964	19,320	+3.5%	Shares	Sole	2023-08-09
2023-03-31	$8,825,618	18,675	-8.3%	Shares	Sole	2023-05-09
2022-12-31	$10,800,826	20,372	+20.1%	Shares	Sole	2023-01-31
2022-09-30	$8,566,488	16,962	+6.5%	Shares	Sole	2022-11-10
2022-06-30	$8,183,153	15,932	-2.5%	Shares	Sole	2022-08-15
2022-03-31	$8,332,399	16,339	-0.3%	Shares	Sole	2022-05-13
2021-12-31	$8,227,061	16,384	+1.8%	Shares	Sole	2022-02-14
2021-09-30	$6,289,741	16,097	+4.6%	Shares	Sole	2021-11-12
2021-06-30	$6,162,771	15,390	+1.6%	Shares	Sole	2021-10-21
2021-03-31	$5,633,883	15,142	+21.7%	Shares	Sole	2021-05-13
2020-12-31	$4,361,757	12,438	+0.7%	Shares	Sole	2021-02-19
2020-09-30	$3,850,671	12,351	+1.3%	Shares	Sole	2020-11-16
2020-06-30	$3,595,440	12,190	-1.0%	Shares	Sole	2020-08-14
2020-03-31	$3,069,867	12,310	—	Shares	Sole	2020-04-27
No filing history on record for this holder in this stock.