HOHIMER WEALTH MANAGEMENT, LLC

Position in UNH — Unitedhealth Group Inc

CIK 1802533 SEATTLE, WA

Position in UNH

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$7,648,838

+$2,939,220 QoQ

Shares Held

18,403

+5.7% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.93%

of 13F equity value

Holder Rank

#820

of 3,349 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 61% Shared 0% None 39%

Healthcare · as of Jun 30, 2026

HOHIMER WEALTH MANAGEMENT, LLC holds $16,563,521 across 3 Healthcare Plans names. UNH ranks #1 (46.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc This page	18,403	$7,648,838
2	CI	Cigna Group	17,289	$4,766,231
3	ELV	Elevance Health, Inc.	10,727	$4,148,452

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,648,838	18,403	+5.7%	Shares	Sole	2026-08-03
2026-03-31	$4,709,618	17,405	+1621.6%	Shares	Sole	2026-05-01
2025-12-31	$333,741	1,011	-28.0%	Shares	Sole	2026-02-12
2025-09-30	$484,801	1,404	-6.0%	Shares	Sole	2025-11-12
2025-06-30	$466,083	1,494	-5.8%	Shares	Sole	2025-08-19
2025-03-31	$830,667	1,586	-82.9%	Shares	Sole	2025-05-02
2024-12-31	$4,700,956	9,293	-1.4%	Shares	Sole	2025-02-14
2024-09-30	$5,512,947	9,429	+23.7%	Shares	Sole	2024-11-19
2024-06-30	$3,881,070	7,621	-2.1%	Shares	Sole	2024-08-02
2024-03-31	$3,851,239	7,785	+4.1%	Shares	Sole	2024-05-08
2023-12-31	$3,935,889	7,476	-0.3%	Shares	Sole	2024-02-09
2023-09-30	$3,781,425	7,500	-1.3%	Shares	Sole	2023-11-21
2023-06-30	$3,652,864	7,600	-3.0%	Shares	Sole	2023-07-28
2023-03-31	$3,701,324	7,832	+6.9%	Shares	Sole	2023-05-03
2022-12-31	$3,885,689	7,329	-0.1%	Shares	Sole	2023-02-01
2022-09-30	$3,703,458	7,333	+1.0%	Shares	Sole	2022-11-02
2022-06-30	$3,730,494	7,263	-35.5%	Shares	Sole	2022-07-25
2022-03-31	$5,738,692	11,253	-8.7%	Shares	Sole	2022-05-03
2021-12-31	$6,191,386	12,330	-5.2%	Shares	Sole	2022-01-25
2021-09-30	$5,083,918	13,011	-1.5%	Shares	Sole	2021-10-18
2021-06-30	$5,291,414	13,214	+9.7%	Shares	Sole	2021-07-12
2021-03-31	$4,480,839	12,043	+10.2%	Shares	Sole	2021-04-12
2020-12-31	$3,831,179	10,925	-9.4%	Shares	Sole	2021-01-12
2020-09-30	$3,760,257	12,061	+1.8%	Shares	Sole	2020-11-13
2020-06-30	$3,494,862	11,849	+23.1%	Shares	Sole	2020-07-14
2020-03-31	$2,400,033	9,624	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.