Verdence Capital Advisors LLC

Position in UNH — Unitedhealth Group Inc

CIK 1719305 HUNT VALLEY, MD

Position in UNH

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$5,872,851

+$1,988,261 QoQ

Shares Held

14,130

-1.6% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.47%

of 13F equity value

Holder Rank

#914

of 3,353 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 42% Shared 0% None 58%

Healthcare · as of Jun 30, 2026

Verdence Capital Advisors LLC holds $8,299,771 across 4 Healthcare Plans names. UNH ranks #1 (70.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc This page	14,130	$5,872,851
2	CI	Cigna Group	5,095	$1,404,589
3	CVS	CVS HEALTH Corp	7,202	$745,046
4	ELV	Elevance Health, Inc.	717	$277,285

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,872,851	14,130	-1.6%	Shares	Sole	2026-07-29
2026-03-31	$3,884,590	14,356	+41.1%	Shares	Sole	2026-04-30
2025-12-31	$3,357,548	10,171	-35.7%	Shares	Sole	2026-01-29
2025-09-30	$5,465,063	15,827	-1.5%	Shares	Sole	2025-10-29
2025-06-30	$5,010,862	16,062	-14.4%	Shares	Sole	2025-07-25
2025-03-31	$9,830,263	18,769	+10.2%	Shares	Sole	2025-05-02
2024-12-31	$8,618,336	17,037	+0.5%	Shares	Sole	2025-02-06
2024-09-30	$9,914,418	16,957	+1.4%	Shares	Sole	2024-11-01
2024-06-30	$8,513,808	16,718	+0.8%	Shares	Sole	2024-07-25
2024-03-31	$8,204,104	16,584	-2.1%	Shares	Sole	2024-04-25
2023-12-31	$8,918,928	16,941	+2.1%	Shares	Sole	2024-02-01
2023-09-30	$8,369,049	16,599	+16.4%	Shares	Sole	2023-10-25
2023-06-30	$6,853,445	14,259	+0.6%	Shares	Sole	2023-07-31
2023-03-31	$6,701,798	14,181	+28.2%	Shares	Sole	2023-04-24
2022-12-31	$5,866,441	11,065	-18.0%	Shares	Sole	2023-01-23
2022-09-30	$6,813,999	13,492	-0.9%	Shares	Sole	2022-11-15
2022-06-30	$6,992,558	13,614	-2.4%	Shares	Sole	2022-08-08
2022-03-31	$7,114,081	13,950	+76.4%	Shares	Sole	2022-05-02
2021-12-31	$3,969,918	7,906	+242.4%	Shares	Sole	2022-01-26
2021-09-30	$902,218	2,309	+15.9%	Shares	Sole	2021-11-12
2021-06-30	$797,676	1,992	+4.2%	Shares	Sole	2021-08-06
2021-03-31	$711,397	1,912	+0.8%	Shares	Sole	2021-05-11
2020-12-31	$665,239	1,897	+2.0%	Shares	Sole	2021-02-12
2020-09-30	$579,892	1,860	+8.2%	Shares	Sole	2020-11-09
2020-06-30	$507,019	1,719	+3.2%	Shares	Sole	2020-08-11
2020-03-31	$415,467	1,666	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.