Advisors Asset Management, Inc.

Position in UNH — Unitedhealth Group Inc

CIK 1297376 Monument, CO

Position in UNH

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

Position Value

$26,052,519

+$9,501,341 QoQ

Shares Held

62,682

+2.5% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

0.40%

of 13F equity value

Holder Rank

#495

of 3,349 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

Advisors Asset Management, Inc. holds $53,181,673 across 5 Healthcare Plans names. UNH ranks #1 (49.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc This page	62,682	$26,052,519
2	ELV	Elevance Health, Inc.	33,121	$12,808,884
3	CVS	CVS HEALTH Corp	102,883	$10,643,246
4	CI	Cigna Group	12,161	$3,352,544
5	CNC	Centene Corp	5,055	$324,480

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$26,052,519	62,682	+2.5%	Shares	Sole	2026-08-14
2026-03-31	$16,551,178	61,167	+26.7%	Shares	Sole	2026-05-15
2025-12-31	$15,936,720	48,277	+11.3%	Shares	Sole	2026-02-12
2025-09-30	$14,974,970	43,368	+15.6%	Shares	Sole	2026-08-26
2025-06-30	$11,700,434	37,505	+0.1%	Shares	Sole	2026-08-24
2025-03-31	$19,619,675	37,460	-5.7%	Shares	Sole	2026-08-26
2024-12-31	$20,097,311	39,729	-3.3%	Shares	Sole	2025-02-10
2024-09-30	$24,026,839	41,094	-1.9%	Shares	Sole	2024-11-08
2024-06-30	$21,337,484	41,899	+0.4%	Shares	Sole	2024-08-14
2024-03-31	$20,651,746	41,746	+12.2%	Shares	Sole	2026-08-26
2023-12-31	$19,588,895	37,208	-4.5%	Shares	Sole	2026-08-26
2023-09-30	$19,644,250	38,962	-2.0%	Shares	Sole	2026-08-26
2023-06-30	$19,115,052	39,770	+0.4%	Shares	Sole	2026-08-26
2023-03-31	$18,712,201	39,595	-3.3%	Shares	Sole	2026-08-26
2022-12-31	$21,705,039	40,939	-2.3%	Shares	Sole	2023-02-13
2022-09-30	$21,157,640	41,893	+2.3%	Shares	Sole	2026-08-26
2022-06-30	$21,030,066	40,944	+1.0%	Shares	Sole	2026-08-27
2021-12-31	$20,361,274	40,549	+7.2%	Shares	Sole	2026-08-27
2021-09-30	$14,775,051	37,813	-24.8%	Shares	Sole	2026-08-27
2021-06-30	$20,134,523	50,281	-5.8%	Shares	Sole	2026-08-26
2021-03-31	$19,859,608	53,376	-4.7%	Shares	Sole	2026-08-26
2020-12-31	$19,648,600	56,030	-7.7%	Shares	Sole	2026-08-26
2020-09-30	$18,934,415	60,732	+0.4%	Shares	Sole	2026-08-26
2020-06-30	$17,836,510	60,473	+1.5%	Shares	Sole	2026-08-27
2020-03-31	$14,851,327	59,553	—	Shares	Sole	2026-08-21
No filing history on record for this holder in this stock.