BOK Financial Private Wealth, Inc.

Position in UNH — Unitedhealth Group Inc

CIK 1317348 DENVER, CO

Position in UNH

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$857,029

+$203,825 QoQ

Shares Held

2,062

-14.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.20%

of 13F equity value

Holder Rank

#1,928

of 3,349 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 81% Shared 0% None 19%

Healthcare · as of Jun 30, 2026

BOK Financial Private Wealth, Inc. holds $1,033,717 across 6 Healthcare Plans names. UNH ranks #1 (82.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc This page	2,062	$857,029
2	CI	Cigna Group	541	$149,142
3	CVS	CVS HEALTH Corp	168	$17,379
4	ELV	Elevance Health, Inc.	11	$4,254
5	CNC	Centene Corp	55	$3,530
6	HUM	Humana Inc	6	$2,383

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$857,029	2,062	-14.6%	Shares	Sole	2026-08-10
2026-03-31	$653,204	2,414	-13.0%	Shares	Sole	2026-05-12
2025-12-31	$916,055	2,775	-3.0%	Shares	Sole	2026-02-06
2025-09-30	$987,903	2,861	-49.1%	Shares	Sole	2025-11-07
2025-06-30	$1,752,023	5,616	-8.2%	Shares	Sole	2025-08-07
2025-03-31	$3,204,826	6,119	-5.7%	Shares	Sole	2025-05-14
2024-12-31	$3,281,007	6,486	-6.0%	Shares	Sole	2025-02-07
2024-09-30	$4,033,707	6,899	-5.0%	Shares	Sole	2024-11-13
2024-06-30	$3,699,773	7,265	+1.3%	Shares	Sole	2024-08-14
2024-03-31	$3,549,472	7,175	-8.2%	Shares	Sole	2024-05-01
2023-12-31	$4,115,415	7,817	-5.5%	Shares	Sole	2024-01-30
2023-09-30	$4,169,651	8,270	-10.1%	Shares	Sole	2023-10-13
2023-06-30	$4,422,849	9,202	-12.5%	Shares	Sole	2023-08-08
2023-03-31	$4,972,119	10,521	-7.7%	Shares	Sole	2023-04-24
2022-12-31	$6,042,461	11,397	-1.7%	Shares	Sole	2023-02-02
2022-09-30	$5,854,928	11,593	+0.1%	Shares	Sole	2022-11-07
2022-06-30	$5,950,917	11,586	-31.5%	Shares	Sole	2022-08-15
2022-03-31	$8,627,672	16,918	+3.8%	Shares	Sole	2022-05-09
2021-12-31	$8,183,877	16,298	+2.1%	Shares	Sole	2022-02-15
2021-09-30	$6,237,382	15,963	+3.8%	Shares	Sole	2021-11-15
2021-06-30	$6,160,368	15,384	+3.9%	Shares	Sole	2021-08-03
2021-03-31	$5,508,868	14,806	-0.1%	Shares	Sole	2021-05-12
2020-12-31	$5,195,324	14,815	-1.7%	Shares	Sole	2021-02-01
2020-09-30	$4,698,373	15,070	-6.6%	Shares	Sole	2020-11-06
2020-06-30	$4,756,953	16,128	-5.8%	Shares	Sole	2020-08-13
2020-03-31	$4,271,380	17,128	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.