HHM Wealth Advisors, LLC

Position in UNH — Unitedhealth Group Inc

CIK 1750086 CHATTANOOGA, TN

Position in UNH

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

Position Value

$1,172,076

+$258,294 QoQ

Shares Held

2,820

-16.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.69%

of 13F equity value

Holder Rank

#1,705

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

HHM Wealth Advisors, LLC holds $1,289,869 across 4 Healthcare Plans names. UNH ranks #1 (90.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc This page	2,820	$1,172,076
2	CVS	CVS HEALTH Corp	695	$71,897
3	CI	Cigna Group	123	$33,908
4	ELV	Elevance Health, Inc.	31	$11,988

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,172,076	2,820	-16.5%	Shares	Sole	2026-07-13
2026-03-31	$913,782	3,377	+1.9%	Shares	Sole	2026-04-17
2025-12-31	$1,093,984	3,314	-3.6%	Shares	Sole	2026-01-22
2025-09-30	$1,186,796	3,437	+7.0%	Shares	Sole	2025-10-29
2025-06-30	$1,001,735	3,211	+9.0%	Shares	Sole	2025-08-11
2025-03-31	$1,543,491	2,947	+0.9%	Shares	Sole	2025-05-08
2024-12-31	$1,477,617	2,921	+176.9%	Shares	Sole	2025-01-24
2024-09-30	$616,837	1,055	+6.5%	Shares	Sole	2024-11-12
2024-06-30	$504,676	991	-4.3%	Shares	Sole	2024-08-07
2024-03-31	$512,014	1,035	-3.5%	Shares	Sole	2024-05-14
2023-12-31	$564,902	1,073	0.0%	Shares	Sole	2024-02-05
2023-09-30	$540,995	1,073	0.0%	Shares	Sole	2023-11-03
2023-06-30	$515,726	1,073	+37.9%	Shares	Sole	2023-08-14
2023-03-31	$367,675	778	+21.6%	Shares	Sole	2023-05-02
2022-12-31	$339,315	640	+1.3%	Shares	Sole	2023-01-19
2022-09-30	$319,185	632	-25.2%	Shares	Sole	2022-11-04
2022-06-30	$434,017	845	-4.0%	Shares	Sole	2022-08-08
2022-03-31	$448,773	880	+0.3%	Shares	Sole	2022-04-27
2021-12-31	$440,376	877	0.0%	Shares	Sole	2022-02-03
2021-09-30	$342,678	877	-0.5%	Shares	Sole	2021-11-02
2021-06-30	$352,787	881	0.0%	Shares	Sole	2021-07-27
2021-03-31	$327,793	881	+0.8%	Shares	Sole	2021-04-23
2020-12-31	$306,494	874	+23.4%	Shares	Sole	2021-01-28
2020-09-30	$220,733	708	-1.0%	Shares	Sole	2020-11-12
2020-06-30	$210,889	715	0.0%	Shares	Sole	2020-08-13
2020-03-31	$178,306	715	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.