One Capital Management, LLC

Position in UNH — Unitedhealth Group Inc

CIK 1606588 WESTLAKE VILLAGE, CA

Position in UNH

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$1,945,564

+$678,933 QoQ

Shares Held

4,681

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#1,418

of 3,349 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

One Capital Management, LLC holds $3,844,302 across 3 Healthcare Plans names. UNH ranks #1 (50.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc This page	4,681	$1,945,564
2	CI	Cigna Group	5,081	$1,400,730
3	CVS	CVS HEALTH Corp	4,814	$498,008

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,945,564	4,681	0.0%	Shares	Sole	2026-08-13
2026-03-31	$1,266,631	4,681	+6.1%	Shares	Sole	2026-05-13
2025-12-31	$1,455,785	4,410	+3.3%	Shares	Sole	2026-02-10
2025-09-30	$1,473,740	4,268	+17.9%	Shares	Sole	2025-11-14
2025-06-30	$1,129,331	3,620	+1.3%	Shares	Sole	2025-08-11
2025-03-31	$1,872,406	3,575	+5.1%	Shares	Sole	2025-05-14
2024-12-31	$1,720,429	3,401	-27.6%	Shares	Sole	2025-02-06
2024-09-30	$2,746,241	4,697	+1.9%	Shares	Sole	2024-11-12
2024-06-30	$2,348,197	4,611	+67.9%	Shares	Sole	2024-08-09
2024-03-31	$1,358,940	2,747	-10.2%	Shares	Sole	2024-05-08
2023-12-31	$1,609,945	3,058	-2.0%	Shares	Sole	2024-02-07
2023-09-30	$1,573,576	3,121	+2.9%	Shares	Sole	2023-11-09
2023-06-30	$1,458,261	3,034	-13.1%	Shares	Sole	2023-08-14
2023-03-31	$1,649,811	3,491	+63.1%	Shares	Sole	2023-05-11
2022-12-31	$1,134,585	2,140	-16.6%	Shares	Sole	2023-02-16
2022-09-30	$1,296,437	2,567	+5.8%	Shares	Sole	2022-11-14
2022-06-30	$1,246,580	2,427	+5.5%	Shares	Sole	2022-08-15
2022-03-31	$1,172,931	2,300	-3.2%	Shares	Sole	2022-05-17
2021-12-31	$1,193,084	2,376	+30.5%	Shares	Sole	2022-01-31
2021-09-30	$711,146	1,820	-0.9%	Shares	Sole	2021-11-12
2021-06-30	$735,207	1,836	+16.8%	Shares	Sole	2021-08-16
2021-03-31	$584,894	1,572	+1.0%	Shares	Sole	2021-05-14
2020-12-31	$545,658	1,556	+120.1%	Shares	Sole	2021-02-16
2020-09-30	$220,421	707	-49.4%	Shares	Sole	2020-10-23
2020-06-30	$412,340	1,398	-27.6%	Shares	Sole	2020-08-17
2020-03-31	$481,802	1,932	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.