Wealth Architects, LLC

Position in UNH — Unitedhealth Group Inc

CIK 1611518 MOUNTAIN VIEW, CA

Position in UNH

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$2,317,552

+$801,707 QoQ

Shares Held

5,576

-0.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.74%

of 13F equity value

Holder Rank

#1,328

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

Wealth Architects, LLC holds $4,332,457 across 4 Healthcare Plans names. UNH ranks #1 (53.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc This page	5,576	$2,317,552
2	ELV	Elevance Health, Inc.	3,076	$1,189,581
3	MOH	Molina Healthcare, Inc.	2,368	$541,561
4	CVS	CVS HEALTH Corp	2,743	$283,763

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,317,552	5,576	-0.5%	Shares	Sole	2026-07-23
2026-03-31	$1,515,845	5,602	+6.7%	Shares	Sole	2026-05-15
2025-12-31	$1,732,417	5,248	-9.3%	Shares	Sole	2026-02-17
2025-09-30	$1,998,251	5,787	-3.3%	Shares	Sole	2025-11-13
2025-06-30	$1,867,764	5,987	+3.5%	Shares	Sole	2025-07-25
2025-03-31	$3,028,322	5,782	+3.1%	Shares	Sole	2025-05-14
2024-12-31	$2,837,368	5,609	-1.5%	Shares	Sole	2025-02-10
2024-09-30	$3,329,167	5,694	+0.1%	Shares	Sole	2024-10-31
2024-06-30	$2,896,670	5,688	+0.8%	Shares	Sole	2024-08-08
2024-03-31	$2,791,592	5,643	-9.4%	Shares	Sole	2024-05-13
2023-12-31	$3,277,802	6,226	+0.9%	Shares	Sole	2024-02-14
2023-09-30	$3,112,364	6,173	-0.2%	Shares	Sole	2023-11-09
2023-06-30	$2,971,797	6,183	-0.6%	Shares	Sole	2023-08-02
2023-03-31	$2,939,509	6,220	-0.2%	Shares	Sole	2023-04-21
2022-12-31	$3,304,081	6,232	-0.4%	Shares	Sole	2023-02-10
2022-09-30	$3,161,045	6,259	+7.5%	Shares	Sole	2022-10-24
2022-06-30	$2,989,326	5,820	-1.5%	Shares	Sole	2022-07-29
2022-03-31	$3,014,432	5,911	0.0%	Shares	Sole	2022-05-17
2021-12-31	$2,968,149	5,911	+0.2%	Shares	Sole	2022-01-19
2021-09-30	$2,304,975	5,899	+2.1%	Shares	Sole	2021-11-09
2021-06-30	$2,314,543	5,780	+1.4%	Shares	Sole	2021-08-09
2021-03-31	$2,120,426	5,699	+2.2%	Shares	Sole	2021-04-29
2020-12-31	$1,954,690	5,574	-1.0%	Shares	Sole	2021-01-28
2020-09-30	$1,754,641	5,628	+1.0%	Shares	Sole	2020-11-09
2020-06-30	$1,643,756	5,573	+7.7%	Shares	Sole	2020-08-14
2020-03-31	$1,290,292	5,174	—	Shares	Sole	2020-04-23
No filing history on record for this holder in this stock.