HBK Sorce Advisory LLC

Position in UNH — Unitedhealth Group Inc

CIK 1379995 ERIE, PA

Position in UNH

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$3,850,396

+$1,510,064 QoQ

Shares Held

9,264

+7.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.21%

of 13F equity value

Holder Rank

#1,089

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

HBK Sorce Advisory LLC holds $6,869,015 across 4 Healthcare Plans names. UNH ranks #1 (56.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc This page	9,264	$3,850,396
2	CVS	CVS HEALTH Corp	22,836	$2,362,384
3	CI	Cigna Group	1,275	$351,492
4	ELV	Elevance Health, Inc.	788	$304,743

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,850,396	9,264	+7.1%	Shares	Sole	2026-08-06
2026-03-31	$2,340,332	8,649	-10.1%	Shares	Sole	2026-05-11
2025-12-31	$3,175,988	9,621	-6.8%	Shares	Sole	2026-02-09
2025-09-30	$3,564,186	10,322	-9.7%	Shares	Sole	2025-10-16
2025-06-30	$3,566,753	11,433	-5.9%	Shares	Sole	2025-08-04
2025-03-31	$6,363,562	12,150	-2.2%	Shares	Sole	2025-04-23
2024-12-31	$6,284,298	12,423	-1.7%	Shares	Sole	2025-02-10
2024-09-30	$7,389,185	12,638	-3.0%	Shares	Sole	2024-11-12
2024-06-30	$6,634,639	13,028	-8.6%	Shares	Sole	2024-08-08
2024-03-31	$7,053,432	14,258	-2.7%	Shares	Sole	2024-05-09
2023-12-31	$7,711,732	14,648	-6.9%	Shares	Sole	2024-01-25
2023-09-30	$7,932,925	15,734	+6.8%	Shares	Sole	2023-11-06
2023-06-30	$7,079,827	14,730	-4.4%	Shares	Sole	2023-08-04
2023-03-31	$7,285,447	15,416	-46.6%	Shares	Sole	2023-08-15
2022-12-31	$15,295,693	28,850	+93.8%	Shares	Sole	2023-02-09
2022-09-30	$7,520,045	14,890	+13.8%	Shares	Sole	2022-11-14
2022-06-30	$6,723,416	13,090	-15.1%	Shares	Sole	2022-08-15
2022-03-31	$7,862,717	15,418	-12.0%	Shares	Sole	2022-05-13
2021-12-31	$8,794,479	17,514	+3.6%	Shares	Sole	2022-02-15
2021-09-30	$6,605,068	16,904	+9.6%	Shares	Sole	2021-11-15
2021-06-30	$6,175,585	15,422	+1.8%	Shares	Sole	2021-08-12
2021-03-31	$5,634,628	15,144	-0.6%	Shares	Sole	2021-05-14
2020-12-31	$5,344,713	15,241	+3.8%	Shares	Sole	2021-02-12
2020-09-30	$4,575,536	14,676	-1.3%	Shares	Sole	2020-11-13
2020-06-30	$4,383,546	14,862	+17.3%	Shares	Sole	2020-08-14
2020-03-31	$3,158,647	12,666	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.