Robertson Stephens Wealth Management, LLC

Position in UNH — Unitedhealth Group Inc

CIK 1767307 San Francisco, CA

Position in UNH

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

Position Value

$1,602,669

+$410,450 QoQ

Shares Held

3,856

-12.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#1,529

of 3,349 holders

Holding Since

Sep 2020

24 quarters on record

Voting authority Sole 32% Shared 0% None 68%

Healthcare · as of Jun 30, 2026

Robertson Stephens Wealth Management, LLC holds $3,157,033 across 3 Healthcare Plans names. UNH ranks #1 (50.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc This page	3,856	$1,602,669
2	ELV	Elevance Health, Inc.	2,739	$1,059,253
3	CVS	CVS HEALTH Corp	4,786	$495,111

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,602,669	3,856	-12.5%	Shares	Sole	2026-07-29
2026-03-31	$1,192,219	4,406	+2.0%	Shares	Sole	2026-04-28
2025-12-31	$1,425,414	4,318	-2.6%	Shares	Sole	2026-02-02
2025-09-30	$1,531,405	4,435	-28.5%	Shares	Sole	2025-11-12
2025-06-30	$1,935,461	6,204	-17.8%	Shares	Sole	2025-07-24
2025-03-31	$3,951,693	7,545	-4.8%	Shares	Sole	2025-04-17
2024-12-31	$4,007,422	7,922	-20.4%	Shares	Sole	2025-01-27
2024-09-30	$5,815,811	9,947	+16.4%	Shares	Sole	2024-11-12
2024-06-30	$4,353,663	8,549	+26.0%	Shares	Sole	2024-08-13
2024-03-31	$3,357,528	6,787	+16.4%	Shares	Sole	2024-05-15
2023-12-31	$3,070,373	5,832	-8.4%	Shares	Sole	2024-02-06
2023-09-30	$3,208,665	6,364	+5.9%	Shares	Sole	2023-11-13
2023-06-30	$2,887,204	6,007	+1.0%	Shares	Sole	2023-08-11
2023-03-31	$2,811,910	5,950	+0.8%	Shares	Sole	2023-05-11
2022-12-31	$3,129,122	5,902	-8.3%	Shares	Sole	2023-02-14
2022-09-30	$3,250,437	6,436	+7.1%	Shares	Sole	2022-11-14
2022-06-30	$3,087,943	6,012	-12.6%	Shares	Sole	2022-08-12
2022-03-31	$3,506,553	6,876	-1.4%	Shares	Sole	2022-05-16
2021-12-31	$3,502,426	6,975	+83.8%	Shares	Sole	2022-02-14
2021-09-30	$1,482,467	3,794	-8.8%	Shares	Sole	2021-11-10
2021-06-30	$1,666,230	4,161	+6.4%	Shares	Sole	2021-08-17
2021-03-31	$1,454,793	3,910	+84.5%	Shares	Sole	2021-05-07
2020-12-31	$743,090	2,119	-27.6%	Shares	Sole	2021-02-10
2020-09-30	$912,239	2,926	—	Shares	Sole	2020-11-10
No filing history on record for this holder in this stock.