Westside Investment Management, Inc.

Position in UNH — Unitedhealth Group Inc

CIK 1538383 SANTA MONICA, CA

Position in UNH

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$1,491,695

+$459,124 QoQ

Shares Held

3,589

-5.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.38%

of 13F equity value

Holder Rank

#1,572

of 3,353 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Westside Investment Management, Inc. holds $6,674,032 across 4 Healthcare Plans names. UNH ranks #3 (22.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CVS	CVS HEALTH Corp	33,865	$3,503,334
2	CI	Cigna Group	6,076	$1,675,031
3	UNH	Unitedhealth Group Inc This page	3,589	$1,491,695
4	HUM	Humana Inc	10	$3,972

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,491,695	3,589	-5.9%	Shares	Sole	2026-07-27
2026-03-31	$1,032,571	3,816	-12.7%	Shares	Sole	2026-05-04
2025-12-31	$1,443,570	4,373	-9.0%	Shares	Sole	2026-01-23
2025-09-30	$1,660,202	4,808	+19.7%	Shares	Sole	2025-11-04
2025-06-30	$1,252,870	4,016	+17.2%	Shares	Sole	2025-08-05
2025-03-31	$1,794,890	3,427	+6.8%	Shares	Sole	2025-04-25
2024-12-31	$1,623,810	3,210	+16.3%	Shares	Sole	2025-01-17
2024-09-30	$1,613,131	2,759	-0.3%	Shares	Sole	2024-11-20
2024-06-30	$1,409,121	2,767	+39.5%	Shares	Sole	2024-07-17
2024-03-31	$980,990	1,983	-13.9%	Shares	Sole	2024-04-19
2023-12-31	$1,212,986	2,304	-2.9%	Shares	Sole	2024-01-12
2023-09-30	$1,196,947	2,374	-2.7%	Shares	Sole	2023-11-15
2023-06-30	$1,172,761	2,440	+1.5%	Shares	Sole	2023-07-14
2023-03-31	$1,135,633	2,403	-5.5%	Shares	Sole	2023-05-17
2022-12-31	$1,348,777	2,544	-5.0%	Shares	Sole	2023-01-31
2022-09-30	$1,352,497	2,678	-2.8%	Shares	Sole	2022-11-09
2022-06-30	$1,414,537	2,754	-3.9%	Shares	Sole	2022-07-15
2022-03-31	$1,461,064	2,865	-5.7%	Shares	Sole	2022-04-25
2021-12-31	$1,526,003	3,039	-0.1%	Shares	Sole	2022-02-15
2021-09-30	$1,188,240	3,041	-2.3%	Shares	Sole	2021-10-27
2021-06-30	$1,246,569	3,113	-5.4%	Shares	Sole	2021-07-28
2021-03-31	$1,224,854	3,292	-0.3%	Shares	Sole	2021-04-14
2020-12-31	$1,157,945	3,302	-6.1%	Shares	Sole	2021-01-15
2020-09-30	$1,096,183	3,516	-0.6%	Shares	Sole	2020-10-14
2020-06-30	$1,043,828	3,539	-1.5%	Shares	Sole	2020-07-21
2020-03-31	$896,271	3,594	—	Shares	Sole	2020-04-16
No filing history on record for this holder in this stock.