GREAT VALLEY ADVISOR GROUP, INC.

Position in UNH — Unitedhealth Group Inc

CIK 1769897 WILMINGTON, DE

Position in UNH

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$8,423,988

+$3,477,333 QoQ

Shares Held

20,268

+10.9% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.37%

of 13F equity value

Holder Rank

#794

of 3,349 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 1% Shared 0% None 99%

Healthcare · as of Jun 30, 2026

GREAT VALLEY ADVISOR GROUP, INC. holds $12,811,166 across 4 Healthcare Plans names. UNH ranks #1 (65.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc This page	20,268	$8,423,988
2	CI	Cigna Group	13,292	$3,664,338
3	ELV	Elevance Health, Inc.	1,084	$419,215
4	CVS	CVS HEALTH Corp	2,935	$303,625

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$8,423,988	20,268	+10.9%	Shares	Sole	2026-08-10
2026-03-31	$4,946,655	18,281	-39.8%	Shares	Sole	2026-05-11
2025-12-31	$10,024,120	30,366	-0.7%	Shares	Sole	2026-02-12
2025-09-30	$10,562,036	30,588	-22.2%	Shares	Sole	2025-11-14
2025-06-30	$12,258,237	39,293	-0.9%	Shares	Sole	2025-08-14
2025-03-31	$20,770,877	39,658	-0.7%	Shares	Sole	2025-05-08
2024-12-31	$20,195,448	39,923	-2.5%	Shares	Sole	2025-02-24
2024-09-30	$23,949,662	40,962	+1.4%	Shares	Sole	2024-11-12
2024-06-30	$20,577,668	40,407	+4.3%	Shares	Sole	2024-07-16
2024-03-31	$19,168,140	38,747	-1.6%	Shares	Sole	2024-05-06
2023-12-31	$20,737,126	39,389	+14.8%	Shares	Sole	2024-02-06
2023-09-30	$17,292,204	34,297	+5.8%	Shares	Sole	2023-11-07
2023-06-30	$15,578,984	32,413	+6.7%	Shares	Sole	2023-08-10
2023-03-31	$14,354,921	30,375	+10.5%	Shares	Sole	2023-05-03
2022-12-31	$14,571,467	27,484	+0.1%	Shares	Sole	2023-02-01
2022-09-30	$13,863,348	27,450	+3.1%	Shares	Sole	2022-10-21
2022-06-30	$13,669,748	26,614	+41.8%	Shares	Sole	2022-07-19
2022-03-31	$9,568,567	18,763	+3.3%	Shares	Sole	2022-04-20
2021-12-31	$9,118,862	18,160	+1.0%	Shares	Sole	2022-02-10
2021-09-30	$7,023,942	17,976	+2.7%	Shares	Sole	2021-10-14
2021-06-30	$7,010,503	17,507	+3.0%	Shares	Sole	2021-07-27
2021-03-31	$6,326,678	17,004	+2.9%	Shares	Sole	2021-04-20
2020-12-31	$5,795,337	16,526	-1.2%	Shares	Sole	2021-01-29
2020-09-30	$5,213,106	16,721	+23.1%	Shares	Sole	2020-10-21
2020-06-30	$4,005,421	13,580	+42.4%	Shares	Sole	2020-07-31
2020-03-31	$2,378,087	9,536	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.