Kathmere Capital Management, LLC

Position in UNH — Unitedhealth Group Inc

CIK 1794543 WAYNE, PA

Position in UNH

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

Position Value

$3,251,473

+$1,373,038 QoQ

Shares Held

7,823

+12.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.51%

of 13F equity value

Holder Rank

#1,169

of 3,353 holders

Holding Since

Jun 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Kathmere Capital Management, LLC holds $5,123,129 across 5 Healthcare Plans names. UNH ranks #1 (63.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc This page	7,823	$3,251,473
2	ELV	Elevance Health, Inc.	1,543	$596,724
3	CVS	CVS HEALTH Corp	4,947	$511,767
4	CI	Cigna Group	1,411	$388,984
5	HUM	Humana Inc	942	$374,181

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,251,473	7,823	+12.7%	Shares	Sole	2026-07-29
2026-03-31	$1,878,435	6,942	+21.6%	Shares	Sole	2026-04-28
2025-12-31	$1,884,597	5,709	-1.8%	Shares	Sole	2026-01-13
2025-09-30	$2,006,538	5,811	+25.3%	Shares	Sole	2025-10-22
2025-06-30	$1,446,916	4,638	-2.1%	Shares	Sole	2025-07-16
2025-03-31	$2,481,527	4,738	-9.9%	Shares	Sole	2025-05-01
2024-12-31	$2,659,811	5,258	-4.3%	Shares	Sole	2025-01-14
2024-09-30	$3,212,231	5,494	+15.2%	Shares	Sole	2024-10-15
2024-06-30	$2,428,151	4,768	+25.1%	Shares	Sole	2024-08-15
2024-03-31	$1,884,807	3,810	-14.5%	Shares	Sole	2024-04-16
2023-12-31	$2,345,950	4,456	+3.6%	Shares	Sole	2024-04-16
2023-09-30	$2,168,521	4,301	+18.5%	Shares	Sole	2023-10-11
2023-06-30	$1,744,242	3,629	+28.2%	Shares	Sole	2023-07-11
2023-03-31	$1,337,429	2,830	+27.5%	Shares	Sole	2023-04-20
2022-12-31	$1,176,999	2,220	+113.5%	Shares	Sole	2023-01-24
2022-09-30	$525,241	1,040	-58.4%	Shares	Sole	2022-10-11
2022-06-30	$1,285,615	2,503	-4.8%	Shares	Sole	2022-08-09
2022-03-31	$1,340,201	2,628	+25.6%	Shares	Sole	2022-04-28
2021-12-31	$1,050,476	2,092	-9.4%	Shares	Sole	2022-01-27
2021-09-30	$901,827	2,308	+10.3%	Shares	Sole	2021-10-14
2021-06-30	$837,720	2,092	0.0%	Shares	Sole	2021-07-29
2021-03-31	$778,370	2,092	-0.2%	Shares	Sole	2021-05-07
2020-12-31	$735,375	2,097	+0.6%	Shares	Sole	2021-02-16
2020-09-30	$650,040	2,085	+27.5%	Shares	Sole	2020-11-20
2020-06-30	$482,243	1,635	—	Shares	Sole	2020-08-05
No filing history on record for this holder in this stock.