UNITED CAPITAL FINANCIAL ADVISORS, LLC
Position in UNH — Unitedhealth Group Inc
CIK 1463217
IRVING, TX
Position in UNH
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$15,256,530
+$5,888,705 QoQ
Shares Held
36,707
+6.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#608
of 3,353 holders
Holding Since
Mar 2020
26 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, 2026UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $32,594,540 across 7 Healthcare Plans names. UNH ranks #1 (46.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
This page
|
36,707 | $15,256,530 | |
| 2 | CVS |
CVS HEALTH Corp
|
48,048 | $4,970,565 | |
| 3 | ELV |
Elevance Health, Inc.
|
9,403 | $3,636,422 | |
| 4 | CI |
Cigna Group
|
12,551 | $3,460,059 | |
| 5 | HUM |
Humana Inc
|
6,495 | $2,579,943 | |
| 6 | CNC |
Centene Corp
|
35,702 | $2,291,711 | |
| 7 | MOH |
Molina Healthcare, Inc.
|
1,746 | $399,310 |
All Filings in UNH
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,256,530 | 36,707 | Shares | Defined | 2026-08-17 | |
| 2026-03-31 | $9,367,825 | 34,620 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $12,177,427 | 36,889 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $11,321,351 | 32,787 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $9,234,935 | 29,602 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $36,502,756 | 69,695 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $37,305,151 | 73,746 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $42,856,459 | 73,299 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $36,483,386 | 71,640 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $40,157,272 | 81,175 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $48,206,225 | 91,565 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $57,124,222 | 113,299 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $58,880,322 | 122,504 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $60,092,181 | 127,155 | Shares | Defined | 2023-08-15 | |
| 2022-12-31 | $75,467,411 | 142,343 | Shares | Defined | 2023-02-15 | |
| 2022-09-30 | $71,617,702 | 141,806 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $72,368,412 | 140,896 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $66,593,922 | 130,584 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $61,929,428 | 123,331 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $47,553,839 | 121,702 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $38,003,758 | 94,905 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $35,717,975 | 95,998 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $33,932,848 | 96,763 | Shares | Defined | 2021-02-17 | |
| 2020-09-30 | $37,156,748 | 119,180 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $36,307,755 | 123,098 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $23,032,986 | 92,361 | Shares | Defined | 2020-08-11 | |
| No filing history on record for this holder in this stock. | ||||||