Pure Financial Advisors, LLC

Position in UNH — Unitedhealth Group Inc

CIK 1571556 SAN DIEGO, CA

Position in UNH

as of Jun 30, 2026 · filed Aug 17, 2026 Compact

Position Value

$6,060,301

+$1,931,369 QoQ

Shares Held

14,581

-4.4% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.29%

of 13F equity value

Holder Rank

#907

of 3,349 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Pure Financial Advisors, LLC holds $8,328,372 across 4 Healthcare Plans names. UNH ranks #1 (72.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc This page	14,581	$6,060,301
2	ELV	Elevance Health, Inc.	2,625	$1,015,166
3	CVS	CVS HEALTH Corp	7,016	$725,805
4	CI	Cigna Group	1,912	$527,100

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,060,301	14,581	-4.4%	Shares	Sole	2026-08-17
2026-03-31	$4,128,932	15,259	-8.6%	Shares	Sole	2026-04-10
2025-12-31	$5,509,535	16,690	-3.8%	Shares	Sole	2026-02-04
2025-09-30	$5,989,919	17,347	+9.3%	Shares	Sole	2025-10-20
2025-06-30	$4,952,835	15,876	+228.6%	Shares	Sole	2025-07-18
2025-03-31	$2,530,236	4,831	+31.5%	Shares	Sole	2025-04-23
2024-12-31	$1,858,529	3,674	+2.9%	Shares	Sole	2025-01-16
2024-09-30	$2,088,476	3,572	-20.1%	Shares	Sole	2024-10-29
2024-06-30	$2,275,882	4,469	+1.7%	Shares	Sole	2024-07-18
2024-03-31	$2,174,701	4,396	+27.1%	Shares	Sole	2024-04-16
2023-12-31	$1,821,059	3,459	+15.6%	Shares	Sole	2024-01-08
2023-09-30	$1,508,032	2,991	+8.0%	Shares	Sole	2023-10-10
2023-06-30	$1,330,892	2,769	+0.3%	Shares	Sole	2023-07-10
2023-03-31	$1,304,820	2,761	+0.6%	Shares	Sole	2023-04-11
2022-12-31	$1,455,344	2,745	+14.4%	Shares	Sole	2023-01-09
2022-09-30	$1,212,096	2,400	+7.4%	Shares	Sole	2022-10-06
2022-06-30	$1,147,449	2,234	+1.0%	Shares	Sole	2022-07-08
2022-03-31	$1,128,053	2,212	+0.1%	Shares	Sole	2022-04-12
2021-12-31	$1,109,227	2,209	+7.4%	Shares	Sole	2022-01-12
2021-09-30	$803,752	2,057	+1.8%	Shares	Sole	2021-10-07
2021-06-30	$809,289	2,021	+0.2%	Shares	Sole	2021-07-09
2021-03-31	$750,465	2,017	+0.5%	Shares	Sole	2021-04-09
2020-12-31	$703,464	2,006	+0.0%	Shares	Sole	2021-01-12
2020-09-30	$625,098	2,005	+0.1%	Shares	Sole	2020-10-07
2020-06-30	$590,784	2,003	-0.0%	Shares	Sole	2020-07-08
2020-03-31	$499,757	2,004	—	Shares	Sole	2020-04-07
No filing history on record for this holder in this stock.