Forvis Mazars Wealth Advisors, LLC

Position in UNH — Unitedhealth Group Inc

CIK 1352864 Springfield, MO

Position in UNH

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

Position Value

$1,254,786

+$480,358 QoQ

Shares Held

3,019

+5.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#1,665

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

Forvis Mazars Wealth Advisors, LLC holds $5,775,361 across 3 Healthcare Plans names. UNH ranks #3 (21.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ELV	Elevance Health, Inc.	7,096	$2,744,236
2	CVS	CVS HEALTH Corp	17,171	$1,776,339
3	UNH	Unitedhealth Group Inc This page	3,019	$1,254,786

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,254,786	3,019	+5.5%	Shares	Sole	2026-08-10
2026-03-31	$774,428	2,862	-2.6%	Shares	Sole	2026-05-01
2025-12-31	$970,193	2,939	-14.1%	Shares	Sole	2026-02-10
2025-09-30	$1,181,616	3,422	+20.3%	Shares	Sole	2025-10-30
2025-06-30	$887,554	2,845	-14.3%	Shares	Sole	2025-07-29
2025-03-31	$1,738,850	3,320	+2.3%	Shares	Sole	2025-05-13
2024-12-31	$1,641,515	3,245	0.0%	Shares	Sole	2025-02-04
2024-09-30	$1,897,286	3,245	+5.5%	Shares	Sole	2024-11-14
2024-06-30	$1,566,993	3,077	-9.1%	Shares	Sole	2024-08-09
2024-03-31	$1,674,559	3,385	+8.9%	Shares	Sole	2024-04-19
2023-12-31	$1,636,268	3,108	-6.0%	Shares	Sole	2024-01-11
2023-09-30	$1,666,852	3,306	-0.1%	Shares	Sole	2023-10-26
2023-06-30	$1,589,957	3,308	0.0%	Shares	Sole	2023-08-08
2023-03-31	$1,563,327	3,308	+4.7%	Shares	Sole	2023-04-27
2022-12-31	$1,674,308	3,158	-3.5%	Shares	Sole	2023-02-03
2022-09-30	$1,653,500	3,274	-8.0%	Shares	Sole	2022-10-14
2022-06-30	$1,828,522	3,560	+17.2%	Shares	Sole	2022-07-22
2022-03-31	$1,548,778	3,037	+18.8%	Shares	Sole	2022-05-10
2021-12-31	$1,283,971	2,557	-5.0%	Shares	Sole	2022-01-14
2021-09-30	$1,051,872	2,692	+0.2%	Shares	Sole	2021-10-14
2021-06-30	$1,075,982	2,687	-18.0%	Shares	Sole	2021-07-14
2021-03-31	$1,218,901	3,276	-56.1%	Shares	Sole	2021-04-23
2020-12-31	$2,617,475	7,464	+9.2%	Shares	Sole	2021-01-22
2020-09-30	$2,130,324	6,833	+1.9%	Shares	Sole	2020-11-05
2020-06-30	$1,978,524	6,708	+3.0%	Shares	Sole	2020-07-15
2020-03-31	$1,623,962	6,512	—	Shares	Sole	2020-04-10
No filing history on record for this holder in this stock.