Detalus Advisors, LLC

Position in UNH — Unitedhealth Group Inc

CIK 1799677 ST. LOUIS, MO

Position in UNH

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$491,274

+$36,954 QoQ

Shares Held

1,182

-29.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.55%

of 13F equity value

Holder Rank

#2,327

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

Detalus Advisors, LLC holds $1,428,138 across 3 Healthcare Plans names. UNH ranks #2 (34.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ELV	Elevance Health, Inc.	1,694	$655,120
2	UNH	Unitedhealth Group Inc This page	1,182	$491,274
3	CI	Cigna Group	1,022	$281,744

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$491,274	1,182	-29.6%	Shares	Sole	2026-07-27
2026-03-31	$454,320	1,679	-0.1%	Shares	Sole	2026-04-22
2025-12-31	$554,914	1,681	+7.5%	Shares	Sole	2026-02-03
2025-09-30	$540,049	1,564	+2.8%	Shares	Sole	2025-10-30
2025-06-30	$474,506	1,521	-1.2%	Shares	Sole	2025-07-23
2025-03-31	$806,575	1,540	-9.5%	Shares	Sole	2025-04-28
2024-12-31	$860,973	1,702	+1.7%	Shares	Sole	2025-02-06
2024-09-30	$978,169	1,673	+1.7%	Shares	Sole	2024-10-22
2024-06-30	$837,732	1,645	+10.0%	Shares	Sole	2024-07-26
2024-03-31	$739,576	1,495	-6.2%	Shares	Sole	2024-04-24
2023-12-31	$838,666	1,593	0.0%	Shares	Sole	2024-01-24
2023-09-30	$803,174	1,593	-8.6%	Shares	Sole	2023-10-26
2023-06-30	$837,755	1,743	-6.5%	Shares	Sole	2023-07-28
2023-03-31	$881,380	1,865	-0.5%	Shares	Sole	2023-05-15
2022-12-31	$994,087	1,875	-0.4%	Shares	Sole	2023-02-09
2022-09-30	$950,990	1,883	0.0%	Shares	Sole	2022-11-04
2022-06-30	$967,165	1,883	0.0%	Shares	Sole	2022-07-27
2022-03-31	$960,273	1,883	-0.5%	Shares	Sole	2022-04-25
2021-12-31	$950,551	1,893	0.0%	Shares	Sole	2022-01-18
2021-09-30	$739,670	1,893	0.0%	Shares	Sole	2021-10-20
2021-06-30	$758,032	1,893	+0.5%	Shares	Sole	2021-07-14
2021-03-31	$700,607	1,883	+1.3%	Shares	Sole	2021-04-15
2020-12-31	$651,563	1,858	-4.7%	Shares	Sole	2021-01-19
2020-09-30	$607,951	1,950	-6.7%	Shares	Sole	2020-11-18
2020-06-30	$616,740	2,091	-0.8%	Shares	Sole	2020-08-13
2020-03-31	$525,693	2,108	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.