MONETA GROUP INVESTMENT ADVISORS LLC

Position in UNH — Unitedhealth Group Inc

CIK 1120927 ST LOUIS, MO

Position in UNH

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

Position Value

$10,143,034

+$4,095,348 QoQ

Shares Held

24,404

+9.2% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.29%

of 13F equity value

Holder Rank

#739

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

MONETA GROUP INVESTMENT ADVISORS LLC holds $19,657,638 across 5 Healthcare Plans names. UNH ranks #1 (51.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc This page	24,404	$10,143,034
2	CNC	Centene Corp	77,959	$5,004,188
3	CI	Cigna Group	10,954	$3,019,798
4	CVS	CVS HEALTH Corp	10,910	$1,128,639
5	ELV	Elevance Health, Inc.	936	$361,979

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$10,143,034	24,404	+9.2%	Shares	Sole	2026-08-14
2026-03-31	$6,047,686	22,350	+4.8%	Shares	Sole	2026-05-12
2025-12-31	$7,037,945	21,320	-3.8%	Shares	Sole	2026-02-12
2025-09-30	$7,649,776	22,154	+4.2%	Shares	Sole	2025-11-14
2025-06-30	$6,634,977	21,268	+5.6%	Shares	Sole	2025-08-14
2025-03-31	$10,543,611	20,131	-10.4%	Shares	Sole	2025-05-15
2024-12-31	$11,361,109	22,459	-3.1%	Shares	Sole	2025-02-11
2024-09-30	$13,558,144	23,189	-4.3%	Shares	Sole	2024-11-12
2024-06-30	$12,345,990	24,243	+13.3%	Shares	Sole	2024-08-13
2024-03-31	$10,588,064	21,403	+7.5%	Shares	Sole	2024-08-13
2023-12-31	$10,485,176	19,916	+13.0%	Shares	Sole	2024-02-15
2023-09-30	$8,889,373	17,631	+4.0%	Shares	Sole	2023-11-15
2023-06-30	$8,144,925	16,946	+14.2%	Shares	Sole	2023-08-15
2023-03-31	$7,011,817	14,837	+10.4%	Shares	Sole	2023-05-15
2022-12-31	$7,125,619	13,440	+13.9%	Shares	Sole	2023-02-16
2022-09-30	$5,960,987	11,803	-3.0%	Shares	Sole	2022-11-14
2022-06-30	$6,246,768	12,162	+7.6%	Shares	Sole	2022-08-15
2022-03-31	$5,763,170	11,301	+6.0%	Shares	Sole	2022-05-11
2021-12-31	$5,355,825	10,666	+5.3%	Shares	Sole	2022-02-11
2021-09-30	$3,958,977	10,132	+3.5%	Shares	Sole	2021-11-12
2021-06-30	$3,921,108	9,792	-1.4%	Shares	Sole	2021-08-13
2021-03-31	$3,696,887	9,936	+18.9%	Shares	Sole	2021-05-14
2020-12-31	$2,929,931	8,355	+16.8%	Shares	Sole	2021-02-12
2020-09-30	$2,231,026	7,156	-6.3%	Shares	Sole	2020-11-13
2020-06-30	$2,253,123	7,639	+3.3%	Shares	Sole	2020-08-12
2020-03-31	$1,844,913	7,398	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.