Financial Engines Advisors L.L.C.
Position in UNH — Unitedhealth Group Inc
CIK 1420473
SANTA CLARA, CA
Position in UNH
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,832,097
+$371,994 QoQ
Shares Held
4,408
-18.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#1,452
of 3,349 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in UNH Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Financial Engines Advisors L.L.C. holds $3,364,239 across 3 Healthcare Plans names. UNH ranks #1 (54.5% of the industry book) .
All Filings in UNH
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,832,097 | 4,408 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,460,103 | 5,396 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,667,385 | 5,051 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,489,624 | 4,314 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $1,415,095 | 4,536 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,255,952 | 2,398 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $1,939,973 | 3,835 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $1,407,324 | 2,407 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,358,196 | 2,667 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,739,365 | 3,516 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,579,936 | 3,001 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,362,321 | 2,702 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,249,183 | 2,599 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $1,228,734 | 2,600 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,759,667 | 3,319 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,710,570 | 3,387 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $1,204,975 | 2,346 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $1,148,452 | 2,252 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $1,095,669 | 2,182 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $1,055,388 | 2,701 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $792,871 | 1,980 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $1,123,279 | 3,019 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $1,042,922 | 2,974 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $907,874 | 2,912 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $598,748 | 2,030 | Shares | Sole | 2020-08-13 | |
| No filing history on record for this holder in this stock. | ||||||