YHB Investment Advisors, Inc.

Position in UNH — Unitedhealth Group Inc

CIK 1469219 West Hartford, CT

Position in UNH

as of Jun 30, 2026 · filed Jul 14, 2026 Compact

Position Value

$4,838,764

+$128,063 QoQ

Shares Held

11,642

-33.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.44%

of 13F equity value

Holder Rank

#990

of 3,349 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

YHB Investment Advisors, Inc. holds $9,423,547 across 5 Healthcare Plans names. UNH ranks #1 (51.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc This page	11,642	$4,838,764
2	ELV	Elevance Health, Inc.	4,981	$1,926,302
3	HUM	Humana Inc	2,781	$1,104,668
4	CI	Cigna Group	3,721	$1,025,805
5	CVS	CVS HEALTH Corp	5,104	$528,008

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,838,764	11,642	-33.1%	Shares	Sole	2026-07-14
2026-03-31	$4,710,701	17,409	-4.6%	Shares	Sole	2026-04-13
2025-12-31	$6,021,206	18,240	-4.3%	Shares	Sole	2026-01-16
2025-09-30	$6,579,691	19,055	-35.6%	Shares	Sole	2025-10-08
2025-06-30	$9,235,871	29,605	-0.3%	Shares	Sole	2025-07-10
2025-03-31	$15,554,851	29,699	-4.2%	Shares	Sole	2025-04-23
2024-12-31	$15,682,671	31,002	+0.6%	Shares	Sole	2025-01-22
2024-09-30	$18,022,176	30,824	+0.7%	Shares	Sole	2024-10-22
2024-06-30	$15,594,050	30,621	+4.5%	Shares	Sole	2024-08-01
2024-03-31	$14,494,215	29,299	-6.3%	Shares	Sole	2024-08-15
2023-12-31	$16,463,243	31,271	-10.7%	Shares	Sole	2024-01-29
2023-09-30	$17,653,708	35,014	+0.1%	Shares	Sole	2023-10-23
2023-06-30	$16,819,996	34,995	+1.5%	Shares	Sole	2023-08-10
2023-03-31	$16,285,923	34,461	+7.6%	Shares	Sole	2023-05-08
2022-12-31	$16,984,846	32,036	-6.2%	Shares	Sole	2023-01-12
2022-09-30	$17,248,631	34,153	-0.1%	Shares	Sole	2022-11-03
2022-06-30	$17,561,523	34,191	+0.1%	Shares	Sole	2022-07-14
2022-03-31	$17,413,945	34,147	-4.6%	Shares	Sole	2022-04-14
2021-12-31	$17,969,582	35,786	+2.0%	Shares	Sole	2022-01-18
2021-09-30	$13,704,814	35,074	+0.3%	Shares	Sole	2021-10-28
2021-06-30	$13,998,181	34,957	-1.2%	Shares	Sole	2021-07-15
2021-03-31	$13,167,557	35,390	-0.2%	Shares	Sole	2021-04-22
2020-12-31	$12,435,463	35,461	+1.2%	Shares	Sole	2021-01-21
2020-09-30	$10,927,226	35,049	+46.2%	Shares	Sole	2020-11-02
2020-06-30	$7,069,951	23,970	-2.0%	Shares	Sole	2020-07-20
2020-03-31	$6,099,336	24,458	—	Shares	Sole	2020-04-16
No filing history on record for this holder in this stock.