Modera Wealth Management, LLC

Position in UNH — Unitedhealth Group Inc

CIK 1542143 WESTWOOD, NJ

Position in UNH

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$4,031,195

+$1,618,344 QoQ

Shares Held

9,699

+8.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#1,064

of 3,353 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Modera Wealth Management, LLC holds $20,135,074 across 5 Healthcare Plans names. UNH ranks #2 (20.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ELV	Elevance Health, Inc.	30,119	$11,647,920
2	UNH	Unitedhealth Group Inc This page	9,699	$4,031,195
3	CVS	CVS HEALTH Corp	37,057	$3,833,546
4	CI	Cigna Group	1,167	$321,718
5	HUM	Humana Inc	757	$300,695

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,031,195	9,699	+8.8%	Shares	Sole	2026-08-03
2026-03-31	$2,412,851	8,917	-27.7%	Shares	Sole	2026-05-06
2025-12-31	$4,071,576	12,334	-6.8%	Shares	Sole	2026-01-21
2025-09-30	$4,568,664	13,231	-6.9%	Shares	Sole	2025-10-31
2025-06-30	$4,435,277	14,217	-59.7%	Shares	Sole	2025-08-06
2025-03-31	$18,486,803	35,297	-2.9%	Shares	Sole	2025-05-08
2024-12-31	$18,380,928	36,336	-0.6%	Shares	Sole	2025-02-06
2024-09-30	$21,362,453	36,537	+0.7%	Shares	Sole	2024-10-24
2024-06-30	$18,475,952	36,280	-3.3%	Shares	Sole	2024-07-29
2024-03-31	$18,558,670	37,515	-2.5%	Shares	Sole	2024-05-14
2023-12-31	$20,253,827	38,471	-3.2%	Shares	Sole	2024-02-14
2023-09-30	$20,034,998	39,737	+4.3%	Shares	Sole	2023-11-30
2023-06-30	$18,308,058	38,091	+614.0%	Shares	Sole	2023-08-07
2023-03-31	$2,521,267	5,335	+1.1%	Shares	Sole	2023-05-05
2022-12-31	$2,797,759	5,277	-0.0%	Shares	Sole	2023-02-07
2022-09-30	$2,665,601	5,278	-1.5%	Shares	Sole	2022-11-01
2022-06-30	$2,752,543	5,359	-0.4%	Shares	Sole	2022-07-27
2022-03-31	$2,743,638	5,380	+1.5%	Shares	Sole	2022-05-03
2021-12-31	$2,660,337	5,298	+305.7%	Shares	Sole	2022-02-04
2021-09-30	$510,306	1,306	-6.3%	Shares	Sole	2021-11-04
2021-06-30	$558,213	1,394	-1.8%	Shares	Sole	2021-08-02
2021-03-31	$528,339	1,420	+2.3%	Shares	Sole	2021-04-29
2020-12-31	$486,743	1,388	—	Shares	Sole	2021-02-11
No filing history on record for this holder in this stock.