Apella Capital, LLC

Position in UNH — Unitedhealth Group Inc

CIK 1801507 WEST HARTFORD, CT

Position in UNH

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$1,918,963

+$752,179 QoQ

Shares Held

4,617

+7.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.26%

of 13F equity value

Holder Rank

#1,425

of 3,349 holders

Holding Since

Dec 2021

18 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Apella Capital, LLC holds $4,126,425 across 4 Healthcare Plans names. UNH ranks #1 (46.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc This page	4,617	$1,918,963
2	ELV	Elevance Health, Inc.	2,932	$1,133,892
3	CVS	CVS HEALTH Corp	6,940	$717,943
4	CI	Cigna Group	1,290	$355,627

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,918,963	4,617	+7.1%	Shares	Sole	2026-07-08
2026-03-31	$1,166,784	4,312	+37.1%	Shares	Sole	2026-04-20
2025-12-31	$1,038,526	3,146	-0.7%	Shares	Sole	2026-01-21
2025-09-30	$1,093,565	3,167	+82.7%	Shares	Sole	2025-10-17
2025-06-30	$540,644	1,733	+3.0%	Shares	Sole	2025-07-08
2025-03-31	$880,947	1,682	+44.1%	Shares	Sole	2025-04-10
2024-12-31	$590,338	1,167	-1.7%	Shares	Sole	2025-01-14
2024-09-30	$694,015	1,187	+6.0%	Shares	Sole	2024-10-03
2024-06-30	$570,371	1,120	+37.3%	Shares	Sole	2024-07-10
2024-03-31	$403,675	816	-13.1%	Shares	Sole	2024-04-10
2023-12-31	$494,355	939	+0.8%	Shares	Sole	2024-01-05
2023-09-30	$469,905	932	+1.2%	Shares	Sole	2023-10-10
2023-06-30	$442,669	921	+8.1%	Shares	Sole	2023-07-06
2022-12-31	$451,713	852	+41.1%	Shares	Sole	2023-01-10
2022-09-30	$305,044	604	-6.4%	Shares	Sole	2022-10-11
2022-06-30	$331,291	645	+35.5%	Shares	Sole	2022-07-08
2022-03-31	$242,745	476	+12.3%	Shares	Sole	2022-04-11
2021-12-31	$212,907	424	—	Shares	Sole	2022-01-13
No filing history on record for this holder in this stock.