Ellevest, Inc.

Position in UNH — Unitedhealth Group Inc

CIK 1644128 NEW YORK, NY

Position in UNH

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$1,434,339

+$528,134 QoQ

Shares Held

3,451

+3.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.34%

of 13F equity value

Holder Rank

#1,597

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

Ellevest, Inc. holds $4,416,489 across 5 Healthcare Plans names. UNH ranks #2 (32.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CVS	CVS HEALTH Corp	15,873	$1,642,061
2	UNH	Unitedhealth Group Inc This page	3,451	$1,434,339
3	CI	Cigna Group	2,134	$588,301
4	CNC	Centene Corp	6,862	$440,471
5	ELV	Elevance Health, Inc.	805	$311,317

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,434,339	3,451	+3.0%	Shares	Sole	2026-08-10
2026-03-31	$906,205	3,349	+5.2%	Shares	Sole	2026-05-11
2025-12-31	$1,051,070	3,184	-8.5%	Shares	Sole	2026-02-10
2025-09-30	$1,200,953	3,478	+5.5%	Shares	Sole	2025-11-14
2025-06-30	$1,028,253	3,296	-1.3%	Shares	Sole	2025-08-05
2025-03-31	$1,748,801	3,339	-3.2%	Shares	Sole	2025-05-14
2024-12-31	$1,745,217	3,450	-4.2%	Shares	Sole	2025-02-14
2024-09-30	$2,106,602	3,603	+17.2%	Shares	Sole	2024-11-13
2024-06-30	$1,565,465	3,074	-1.0%	Shares	Sole	2024-08-14
2024-03-31	$1,536,043	3,105	-4.3%	Shares	Sole	2024-05-13
2023-12-31	$1,708,921	3,246	+6.1%	Shares	Sole	2024-02-06
2023-09-30	$1,542,821	3,060	-2.7%	Shares	Sole	2023-11-09
2023-06-30	$1,511,132	3,144	+9.9%	Shares	Sole	2023-08-09
2023-03-31	$1,351,607	2,860	-16.0%	Shares	Sole	2023-05-04
2022-12-31	$1,804,732	3,404	+3.0%	Shares	Sole	2023-02-03
2022-09-30	$1,669,662	3,306	+4.7%	Shares	Sole	2022-11-02
2022-06-30	$1,622,557	3,159	+1.3%	Shares	Sole	2022-07-18
2022-03-31	$1,589,576	3,117	+20.4%	Shares	Sole	2022-04-19
2021-12-31	$1,299,538	2,588	+6.6%	Shares	Sole	2022-01-24
2021-09-30	$948,325	2,427	+16.3%	Shares	Sole	2021-10-19
2021-06-30	$835,317	2,086	+17.6%	Shares	Sole	2021-07-13
2021-03-31	$660,052	1,774	+15.3%	Shares	Sole	2021-05-03
2020-12-31	$539,345	1,538	+10.7%	Shares	Sole	2021-02-04
2020-09-30	$433,048	1,389	+23.5%	Shares	Sole	2020-10-26
2020-06-30	$331,818	1,125	+46.3%	Shares	Sole	2020-07-06
2020-03-31	$191,773	769	—	Shares	Sole	2020-04-13
No filing history on record for this holder in this stock.