Sendero Wealth Management, LLC

Position in UNH — Unitedhealth Group Inc

CIK 1639375 SAN ANTONIO, TX

Position in UNH

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$2,750,639

+$929,569 QoQ

Shares Held

6,618

-1.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.46%

of 13F equity value

Holder Rank

#1,247

of 3,349 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 99% Shared 0% None 1%

Healthcare · as of Jun 30, 2026

Sendero Wealth Management, LLC holds $16,223,501 across 5 Healthcare Plans names. UNH ranks #2 (17.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CNC	Centene Corp	135,518	$8,698,900
2	UNH	Unitedhealth Group Inc This page	6,618	$2,750,639
3	MOH	Molina Healthcare, Inc.	8,137	$1,860,931
4	HUM	Humana Inc	4,257	$1,690,965
5	ELV	Elevance Health, Inc.	3,160	$1,222,066

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,750,639	6,618	-1.7%	Shares	Other	2026-08-04
2026-03-31	$1,821,070	6,730	+1.2%	Shares	Sole	2026-04-22
2025-12-31	$2,195,230	6,650	+8.6%	Shares	Sole	2026-01-13
2025-09-30	$2,114,962	6,125	-1.8%	Shares	Other	2025-10-08
2025-06-30	$1,946,380	6,239	+76.2%	Shares	Other	2025-07-31
2025-03-31	$1,854,074	3,540	+23.0%	Shares	Other	2025-04-10
2024-12-31	$1,455,358	2,877	+6.9%	Shares	Sole	2025-01-14
2024-09-30	$1,573,958	2,692	+1.4%	Shares	Sole	2024-10-09
2024-06-30	$1,352,085	2,655	+58.3%	Shares	Other	2024-07-12
2024-03-31	$829,611	1,677	-34.7%	Shares	Sole	2024-04-16
2023-12-31	$1,351,448	2,567	+4.2%	Shares	Other	2024-01-17
2023-09-30	$1,242,324	2,464	+1.1%	Shares	Other	2023-10-10
2023-06-30	$1,171,319	2,437	-60.8%	Shares	Sole	2023-07-20
2023-03-31	$2,934,783	6,210	+10.8%	Shares	Other	2023-04-27
2022-12-31	$2,970,597	5,603	-15.2%	Shares	Other	2023-02-01
2022-09-30	$3,337,807	6,609	-5.5%	Shares	Other	2022-10-27
2022-06-30	$3,591,814	6,993	+19.5%	Shares	Other	2022-08-09
2022-03-31	$2,983,323	5,850	+0.4%	Shares	Other	2022-05-06
2021-12-31	$2,926,470	5,828	—	Shares	Other	2022-02-15
No filing history on record for this holder in this stock.