OneDigital Investment Advisors LLC
Position in UNH — Unitedhealth Group Inc
CIK 1690370
OVERLAND PARK, KS
Position in UNH
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$22,850,921
+$11,769,990 QoQ
Shares Held
54,979
+34.3% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.82%
of 13F equity value
Holder Rank
#518
of 3,349 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in UNH Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026OneDigital Investment Advisors LLC holds $47,238,638 across 7 Healthcare Plans names. UNH ranks #1 (48.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
This page
|
54,979 | $22,850,921 | |
| 2 | CVS |
CVS HEALTH Corp
|
159,641 | $16,514,861 | |
| 3 | CI |
Cigna Group
|
14,179 | $3,908,866 | |
| 4 | ELV |
Elevance Health, Inc.
|
8,013 | $3,098,867 | |
| 5 | HUM |
Humana Inc
|
932 | $370,209 | |
| 6 | MOH |
Molina Healthcare, Inc.
|
1,283 | $293,422 | |
| 7 | CNC |
Centene Corp
|
3,139 | $201,492 |
All Filings in UNH
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $22,850,921 | 54,979 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $11,080,931 | 40,951 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $12,090,608 | 36,626 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $13,101,027 | 37,941 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $12,163,398 | 38,989 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $17,204,140 | 32,848 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $16,839,573 | 33,289 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $17,676,630 | 30,233 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $17,430,951 | 34,228 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $17,417,397 | 35,208 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $18,826,040 | 35,759 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $14,978,476 | 29,708 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $12,952,286 | 26,948 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $13,348,304 | 28,245 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $12,241,856 | 23,090 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $6,627,134 | 13,122 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $4,305,246 | 8,382 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $4,457,647 | 8,741 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $4,368,115 | 8,699 | Shares | Sole | 2022-02-23 | |
| 2021-09-30 | $3,622,159 | 9,270 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $3,315,643 | 8,280 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $2,449,336 | 6,583 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $2,548,742 | 7,268 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $2,249,108 | 7,214 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $2,884,611 | 9,780 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $2,295,792 | 9,206 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||