HARRELL INVESTMENT PARTNERS, LLC

Position in UNH — Unitedhealth Group Inc

CIK 1802882 AUSTIN, TX

Position in UNH

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$3,021,630

+$747,592 QoQ

Shares Held

7,270

-13.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.72%

of 13F equity value

Holder Rank

#1,208

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

HARRELL INVESTMENT PARTNERS, LLC holds $4,232,383 across 3 Healthcare Plans names. UNH ranks #1 (71.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc This page	7,270	$3,021,630
2	CVS	CVS HEALTH Corp	9,542	$987,119
3	HUM	Humana Inc	563	$223,634

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,021,630	7,270	-13.5%	Shares	Sole	2026-07-09
2026-03-31	$2,274,038	8,404	-4.1%	Shares	Sole	2026-04-22
2025-12-31	$2,891,763	8,760	-12.9%	Shares	Sole	2026-01-15
2025-09-30	$3,470,955	10,052	-6.7%	Shares	Sole	2025-10-23
2025-06-30	$3,359,916	10,770	-20.8%	Shares	Sole	2025-07-15
2025-03-31	$7,126,666	13,607	-0.8%	Shares	Sole	2025-04-21
2024-12-31	$6,936,858	13,713	+104.5%	Shares	Sole	2025-01-21
2024-09-30	$3,920,864	6,706	-3.3%	Shares	Sole	2024-10-11
2024-06-30	$3,533,245	6,938	-0.7%	Shares	Sole	2024-07-18
2024-03-31	$3,456,468	6,987	-7.8%	Shares	Sole	2024-05-10
2023-12-31	$3,988,010	7,575	+4.4%	Shares	Sole	2024-01-22
2023-09-30	$3,656,890	7,253	-17.2%	Shares	Sole	2023-10-30
2023-06-30	$4,208,003	8,755	+0.5%	Shares	Sole	2023-08-08
2023-03-31	$4,116,258	8,710	+7.6%	Shares	Sole	2023-05-04
2022-12-31	$4,292,337	8,096	+5.9%	Shares	Sole	2023-02-13
2022-09-30	$3,860,020	7,643	+8.3%	Shares	Sole	2022-11-14
2022-06-30	$3,623,659	7,055	+2.6%	Shares	Sole	2022-08-15
2022-03-31	$3,505,533	6,874	+4.0%	Shares	Sole	2022-05-16
2021-12-31	$3,317,638	6,607	+1.9%	Shares	Sole	2022-02-14
2021-09-30	$2,533,948	6,485	+3.3%	Shares	Sole	2021-11-12
2021-06-30	$2,513,561	6,277	-1.0%	Shares	Sole	2021-08-16
2021-03-31	$2,358,551	6,339	-9.1%	Shares	Sole	2021-05-17
2020-12-31	$2,445,993	6,975	-2.0%	Shares	Sole	2021-02-16
2020-09-30	$2,219,802	7,120	+12.6%	Shares	Sole	2020-11-13
2020-06-30	$1,865,853	6,326	+1.5%	Shares	Sole	2020-08-14
2020-03-31	$1,554,634	6,234	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.