AFFINITY INVESTMENT ADVISORS, LLC

Position in UNH — Unitedhealth Group Inc

CIK 1520601 NEWPORT BEACH, CA

Position in UNH

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$396,926

+$128,772 QoQ

Shares Held

955

-3.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.20%

of 13F equity value

Holder Rank

#2,488

of 3,349 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 91% Shared 0% None 9%

Healthcare · as of Jun 30, 2026

AFFINITY INVESTMENT ADVISORS, LLC holds $6,347,225 across 5 Healthcare Plans names. UNH ranks #4 (6.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CVS	CVS HEALTH Corp	26,426	$2,733,769
2	CI	Cigna Group	6,024	$1,660,696
3	CNC	Centene Corp	20,352	$1,306,394
4	UNH	Unitedhealth Group Inc This page	955	$396,926
5	ELV	Elevance Health, Inc.	645	$249,440

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$396,926	955	-3.6%	Shares	Sole	2026-08-05
2026-03-31	$268,154	991	-31.7%	Shares	Sole	2026-05-14
2025-12-31	$478,659	1,450	0.0%	Shares	Sole	2026-02-12
2025-09-30	$500,685	1,450	-17.1%	Shares	Sole	2025-11-10
2025-06-30	$545,635	1,749	-60.2%	Shares	Sole	2025-08-14
2025-03-31	$2,302,928	4,397	-0.7%	Shares	Sole	2025-05-13
2024-12-31	$2,238,936	4,426	-17.5%	Shares	Sole	2025-02-11
2024-09-30	$3,136,223	5,364	+4.6%	Shares	Sole	2024-10-28
2024-06-30	$2,611,485	5,128	-0.1%	Shares	Sole	2024-08-13
2024-03-31	$2,538,800	5,132	+20.1%	Shares	Sole	2024-05-03
2023-12-31	$2,249,079	4,272	-8.0%	Shares	Sole	2024-02-09
2023-09-30	$2,341,962	4,645	-3.3%	Shares	Sole	2023-10-26
2023-06-30	$2,308,033	4,802	-20.6%	Shares	Sole	2023-08-10
2023-03-31	$2,859,169	6,050	-33.3%	Shares	Sole	2023-05-05
2022-12-31	$4,806,611	9,066	-1.8%	Shares	Sole	2023-02-08
2022-09-30	$4,662,024	9,231	-16.2%	Shares	Sole	2022-11-08
2022-06-30	$5,657,120	11,014	-0.4%	Shares	Sole	2022-07-27
2022-03-31	$5,640,268	11,060	-2.2%	Shares	Sole	2022-05-05
2021-12-31	$5,679,203	11,310	-1.3%	Shares	Sole	2022-02-04
2021-09-30	$4,478,271	11,461	+10.0%	Shares	Sole	2021-11-08
2021-06-30	$4,173,385	10,422	-27.5%	Shares	Sole	2021-08-09
2021-03-31	$5,347,017	14,371	-16.8%	Shares	Sole	2021-05-13
2020-12-31	$6,058,698	17,277	-4.5%	Shares	Sole	2021-02-12
2020-09-30	$5,637,736	18,083	-0.3%	Shares	Sole	2020-11-13
2020-06-30	$5,348,623	18,134	-26.0%	Shares	Sole	2020-08-13
2020-03-31	$6,108,313	24,494	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.