HCR Wealth Advisors

Position in UNH — Unitedhealth Group Inc

CIK 1697715 LOS ANGELES, CA

Position in UNH

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

Position Value

$813,387

+$289,255 QoQ

Shares Held

1,957

+1.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#1,963

of 3,349 holders

Holding Since

Mar 2022

16 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

HCR Wealth Advisors holds $1,295,381 across 3 Healthcare Plans names. UNH ranks #1 (62.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc This page	1,957	$813,387
2	CVS	CVS HEALTH Corp	2,498	$258,418
3	CI	Cigna Group	811	$223,576

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$813,387	1,957	+1.0%	Shares	Sole	2026-07-13
2026-03-31	$524,132	1,937	-2.1%	Shares	Sole	2026-04-21
2025-12-31	$653,287	1,979	-5.2%	Shares	Sole	2026-01-27
2025-09-30	$720,641	2,087	+0.5%	Shares	Sole	2025-10-03
2025-06-30	$647,961	2,077	-2.2%	Shares	Sole	2025-07-17
2025-03-31	$1,111,921	2,123	-2.9%	Shares	Sole	2025-04-21
2024-12-31	$1,105,809	2,186	-3.5%	Shares	Sole	2025-01-14
2024-09-30	$1,324,300	2,265	+2.8%	Shares	Sole	2024-10-10
2024-06-30	$1,122,409	2,204	+4.0%	Shares	Sole	2024-08-07
2024-03-31	$1,048,764	2,120	+0.5%	Shares	Sole	2024-05-10
2023-12-31	$1,110,325	2,109	+229.5%	Shares	Sole	2024-02-09
2023-03-31	$302,457	640	-7.2%	Shares	Sole	2023-05-12
2022-12-31	$365,824	690	0.0%	Shares	Sole	2023-02-13
2022-09-30	$348,477	690	0.0%	Shares	Sole	2022-11-07
2022-06-30	$354,404	690	0.0%	Shares	Sole	2022-08-12
2022-03-31	$351,879	690	—	Shares	Sole	2022-05-05
No filing history on record for this holder in this stock.