EP Wealth Advisors, LLC

Position in UNH — Unitedhealth Group Inc

CIK 1540569 TORRANCE, CA

Position in UNH

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$10,313,858

+$4,182,560 QoQ

Shares Held

24,815

+9.5% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#733

of 3,349 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 68% Shared 0% None 32%

Healthcare · as of Jun 30, 2026

EP Wealth Advisors, LLC holds $25,878,625 across 7 Healthcare Plans names. UNH ranks #1 (39.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc This page	24,815	$10,313,858
2	CVS	CVS HEALTH Corp	74,542	$7,711,369
3	CI	Cigna Group	11,765	$3,243,375
4	ELV	Elevance Health, Inc.	5,972	$2,309,551
5	CNC	Centene Corp	25,982	$1,667,784
6	PGNY	Progyny, Inc.	12,356	$356,223
7	HUM	Humana Inc	696	$276,465

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$10,313,858	24,815	+9.5%	Shares	Sole	2026-08-12
2026-03-31	$6,131,298	22,659	-38.3%	Shares	Sole	2026-05-14
2025-12-31	$12,121,309	36,719	-54.6%	Shares	Sole	2026-02-18
2025-06-30	$25,221,526	80,846	-2.8%	Shares	Sole	2025-08-14
2025-03-31	$43,545,098	83,141	-0.5%	Shares	Sole	2025-05-15
2024-12-31	$42,261,567	83,544	-3.6%	Shares	Sole	2025-02-14
2024-09-30	$50,662,522	86,650	+3.6%	Shares	Sole	2024-11-15
2024-06-30	$42,600,108	83,651	+5.2%	Shares	Sole	2024-08-19
2024-03-31	$39,347,448	79,538	+79.4%	Shares	Sole	2024-05-14
2023-12-31	$23,343,679	44,340	+1.2%	Shares	Sole	2024-02-28
2023-09-30	$22,088,059	43,809	+451.5%	Shares	Sole	2023-11-24
2023-06-30	$3,818,204	7,944	+733.6%	Shares	Sole	2023-08-14
2023-03-31	$450,378	953	-98.0%	Shares	Sole	2023-06-05
2022-12-31	$25,128,411	47,396	+6.7%	Shares	Sole	2023-06-12
2022-09-30	$22,428,826	44,410	+49.0%	Shares	Sole	2022-12-02
2022-06-30	$15,311,823	29,811	+7.6%	Shares	Sole	2022-08-11
2022-03-31	$14,130,758	27,709	-0.8%	Shares	Sole	2022-05-20
2021-12-31	$14,032,302	27,945	-5.8%	Shares	Sole	2022-02-17
2021-09-30	$11,589,739	29,661	-6.1%	Shares	Sole	2021-11-23
2021-06-30	$12,642,691	31,572	-6.6%	Shares	Sole	2021-08-24
2021-03-31	$12,581,547	33,815	+1275.7%	Shares	Sole	2021-05-17
2020-12-31	$861,971	2,458	+11.3%	Shares	Sole	2021-02-18
2020-09-30	$688,388	2,208	-39.2%	Shares	Sole	2020-11-17
2020-06-30	$1,070,963	3,631	+45.5%	Shares	Sole	2020-08-14
2020-03-31	$622,203	2,495	—	Shares	Sole	2020-05-18
No filing history on record for this holder in this stock.