HALBERT HARGROVE GLOBAL ADVISORS, LLC

Position in UNH — Unitedhealth Group Inc

CIK 1484205 LONG BEACH, CA

Back to UNH Full portfolio

Position in UNH

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$14,131

+$3,037 QoQ

Shares Held

-17.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#3,287

of 3,349 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Common Shares in UNH Over Time

Shares Held

Position Value (USD)

Derivatives in UNH

reported options exposure · as of Sep 30, 2024

CallValue

CallShares

PutValue

$292,340

PutShares

500

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Healthcare Plans

Healthcare · as of Jun 30, 2026

HALBERT HARGROVE GLOBAL ADVISORS, LLC holds $16,736 across 5 Healthcare Plans names. UNH ranks #1 (84.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc This page	34	$14,131
2	CVS	CVS HEALTH Corp	18	$1,862
3	CI	Cigna Group	2	$551
4	CNC	Centene Corp	3	$192
5	ELV	Elevance Health, Inc.	0	$0

All Filings in UNH

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45 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$14,131	34	-17.1%	Shares	Sole	2026-07-21
2026-03-31	$11,094	41	0.0%	Shares	Sole	2026-04-17
2025-12-31	$13,534	41	-69.4%	Shares	Sole	2026-01-23
2025-09-30	$46,270	134	+148.1%	Shares	Sole	2025-10-16
2025-06-30	$16,846	54	-48.1%	Shares	Sole	2025-07-17
2025-03-31	$54,470	104	+20.9%	Shares	Sole	2025-04-18
2024-12-31	$43,503	86	-85.4%	Shares	Sole	2025-07-17
2024-09-30	$343,791	588	-9.0%	Shares	Other	2024-10-16
2024-09-30	$292,340	500	0.0%	Put	Other	2024-10-16
2024-06-30	$254,630	500	0.0%	Put	Other	2024-07-26
2024-06-30	$328,981	646	+2.2%	Shares	Other	2024-07-26
2024-03-31	$312,649	632	+4.1%	Shares	Other	2024-04-18
2024-03-31	$247,350	500	0.0%	Put	Other	2024-04-18
2023-12-31	$263,235	500	0.0%	Put	Other	2024-01-24
2023-12-31	$319,566	607	+13.0%	Shares	Sole	2024-01-24
2023-09-30	$270,749	537	-2.9%	Shares	Sole	2023-10-16
2023-09-30	$252,095	500	0.0%	Put	Other	2023-10-16
2023-06-30	$265,793	553	-74.4%	Shares	Other	2023-08-14
2023-06-30	$240,320	500	0.0%	Put	Other	2023-08-14
2023-03-31	$1,018,903	2,156	-0.5%	Shares	Sole	2023-04-25
2023-03-31	$236,295	500	0.0%	Put	Other	2023-04-25
2022-12-31	$1,148,369	2,166	+3.6%	Shares	Other	2023-01-25
2022-12-31	$265,090	500	0.0%	Put	Other	2023-01-25
2022-09-30	$252,520	500	0.0%	Put	Other	2022-10-24
2022-09-30	$1,055,533	2,090	+2.7%	Shares	Other	2022-10-24
2022-06-30	$1,045,237	2,035	+5.8%	Shares	Other	2022-08-05
2022-06-30	$256,815	500	—	Put	Other	2022-08-05
2022-03-31	$254,985	500	0.0%	Put	Other	2022-05-13
2022-03-31	$980,672	1,923	+2.2%	Shares	Other	2022-05-13
2021-12-31	$944,524	1,881	+1.4%	Shares	Other	2022-02-14
2021-12-31	$251,070	500	0.0%	Put	Other	2022-02-14
2021-09-30	$724,822	1,855	+0.2%	Shares	Other	2021-10-29
2021-06-30	$200,220	500	0.0%	Put	Other	2021-07-29
2021-06-30	$741,214	1,851	+1.6%	Shares	Other	2021-07-29
2021-03-31	$677,539	1,821	-31.6%	Shares	Sole	2021-05-06
2021-03-31	$186,035	500	-61.5%	Put	Other	2021-05-06
2020-12-31	$455,884	1,300	0.0%	Put	Other	2021-02-04
2020-12-31	$933,510	2,662	-2.6%	Shares	Sole	2021-02-04
2020-09-30	$852,067	2,733	+1.6%	Shares	Sole	2020-11-10
2020-09-30	$405,301	1,300	0.0%	Put	Other	2020-11-10
2020-06-30	$793,710	2,691	+4.4%	Shares	Other	2020-08-10
2020-06-30	$383,435	1,300	0.0%	Put	Other	2020-08-10
2020-03-31	$642,900	2,578	—	Shares	Sole	2020-05-01
2020-03-31	$324,194	1,300	—	Put	Other	2020-05-01
2020-03-31	$124,690	500	—	Call	Other	2020-05-01
No filing history on record for this holder in this stock.