One Wealth Advisors, LLC

Position in UNH — Unitedhealth Group Inc

CIK 1725297 SAN FRANCISCO, CA

Position in UNH

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$236,909

-$177,379 QoQ

Shares Held

570

-54.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#2,905

of 3,349 holders

Holding Since

Sep 2021

19 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

One Wealth Advisors, LLC holds $682,959 across 2 Healthcare Plans names. UNH ranks #2 (34.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	CI	Cigna Group	1,618	$446,050
2	UNH	Unitedhealth Group Inc This page	570	$236,909

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$236,909	570	-54.6%	Shares	Sole	2026-08-06
2025-12-31	$414,288	1,255	-18.9%	Shares	Sole	2026-02-02
2025-09-30	$534,179	1,547	+16.8%	Shares	Sole	2025-11-03
2025-06-30	$413,360	1,325	-70.3%	Shares	Sole	2025-07-17
2025-03-31	$2,334,353	4,457	+20.3%	Shares	Sole	2025-05-06
2024-12-31	$1,874,717	3,706	+3.9%	Shares	Sole	2025-01-24
2024-09-30	$2,086,138	3,568	-0.5%	Shares	Sole	2024-10-16
2024-06-30	$1,826,715	3,587	+6.9%	Shares	Sole	2024-08-13
2024-03-31	$1,659,718	3,355	+54.6%	Shares	Sole	2024-04-15
2023-12-31	$1,142,439	2,170	+0.6%	Shares	Sole	2024-02-13
2023-09-30	$1,087,537	2,157	-0.3%	Shares	Sole	2023-11-01
2023-06-30	$1,040,104	2,164	-1.3%	Shares	Sole	2023-08-14
2023-03-31	$1,036,389	2,193	+21.6%	Shares	Sole	2023-05-15
2022-12-31	$955,914	1,803	+3.9%	Shares	Sole	2023-02-14
2022-09-30	$876,244	1,735	-5.7%	Shares	Sole	2022-11-14
2022-06-30	$944,565	1,839	+1.5%	Shares	Sole	2022-08-15
2022-03-31	$924,065	1,812	+45.2%	Shares	Sole	2022-05-16
2021-12-31	$626,670	1,248	+0.5%	Shares	Sole	2022-02-14
2021-09-30	$485,299	1,242	—	Shares	Sole	2021-11-15
No filing history on record for this holder in this stock.