Allworth Financial LP

Position in UNH — Unitedhealth Group Inc

CIK 1555170 FOLSOM, CA

Position in UNH

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$36,703,869

+$6,015,175 QoQ

Shares Held

88,309

-22.1% QoQ

Ownership

0.010%

of shares outstanding

% of Portfolio

0.63%

of 13F equity value

Holder Rank

#423

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

Allworth Financial LP holds $54,218,684 across 10 Healthcare Plans names. UNH ranks #1 (67.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc This page	88,309	$36,703,869
2	CI	Cigna Group	32,481	$8,954,362
3	CVS	CVS HEALTH Corp	33,215	$3,436,091
4	CNC	Centene Corp	38,574	$2,476,065
5	MOH	Molina Healthcare, Inc.	4,115	$941,100
6	ELV	Elevance Health, Inc.	2,002	$774,233
7	HUM	Humana Inc	1,759	$698,709
8	ALHC	Alignment Healthcare, Inc.	6,507	$154,931

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$36,703,869	88,309	-22.1%	Shares	Sole	2026-08-11
2026-03-31	$30,688,694	113,414	+19.3%	Shares	Sole	2026-05-15
2025-12-31	$31,372,003	95,035	+1.0%	Shares	Sole	2026-02-05
2025-09-30	$32,484,788	94,077	+3.5%	Shares	Sole	2025-12-02
2025-06-30	$28,352,769	90,883	+18.0%	Shares	Sole	2025-08-07
2025-03-31	$40,352,318	77,045	+5.5%	Shares	Sole	2025-04-30
2024-12-31	$36,947,002	73,038	+3.6%	Shares	Sole	2025-01-30
2024-09-30	$41,204,738	70,474	+2.7%	Shares	Sole	2024-10-23
2024-06-30	$34,945,420	68,620	+130.9%	Shares	Sole	2024-07-24
2024-03-31	$14,701,989	29,719	+4.6%	Shares	Sole	2024-04-25
2023-12-31	$14,957,012	28,410	+0.4%	Shares	Sole	2024-01-24
2023-09-30	$14,260,005	28,283	+3.1%	Shares	Sole	2023-10-31
2023-06-30	$13,182,512	27,427	+1.8%	Shares	Sole	2023-07-18
2023-03-31	$12,737,245	26,952	-0.1%	Shares	Sole	2023-04-18
2022-12-31	$14,297,893	26,968	+1.8%	Shares	Sole	2023-01-13
2022-09-30	$13,380,529	26,494	-1.9%	Shares	Sole	2022-11-14
2022-06-30	$13,872,632	27,009	-0.4%	Shares	Sole	2022-07-13
2022-03-31	$13,833,956	27,127	+125.6%	Shares	Sole	2022-04-22
2021-12-31	$6,038,233	12,025	+0.9%	Shares	Sole	2022-01-21
2021-09-30	$4,656,839	11,918	+97.0%	Shares	Sole	2021-11-02
2021-06-30	$2,422,261	6,049	+21.2%	Shares	Sole	2021-08-02
2021-03-31	$1,856,629	4,990	+133.1%	Shares	Sole	2021-04-29
2020-12-31	$750,805	2,141	+0.6%	Shares	Sole	2021-01-26
2020-09-30	$663,446	2,128	+2.7%	Shares	Sole	2020-11-03
2020-06-30	$611,431	2,073	-62.8%	Shares	Sole	2020-07-24
2020-03-31	$1,390,293	5,575	—	Shares	Sole	2020-04-17
No filing history on record for this holder in this stock.