Resonant Capital Advisors, LLC

Position in UNH — Unitedhealth Group Inc

CIK 1803236 Madison, WI

Position in UNH

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

Position Value

$4,713,244

+$2,171,863 QoQ

Shares Held

11,340

+20.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.72%

of 13F equity value

Holder Rank

#1,007

of 3,349 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

Resonant Capital Advisors, LLC holds $6,681,732 across 6 Healthcare Plans names. UNH ranks #1 (70.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc This page	11,340	$4,713,244
2	CVS	CVS HEALTH Corp	6,237	$645,217
3	ELV	Elevance Health, Inc.	1,076	$416,121
4	CI	Cigna Group	1,196	$329,713
5	HUM	Humana Inc	732	$290,765
6	CNC	Centene Corp	4,466	$286,672

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,713,244	11,340	+20.7%	Shares	Sole	2026-07-27
2026-03-31	$2,541,381	9,392	+162.5%	Shares	Sole	2026-04-29
2025-12-31	$1,181,133	3,578	+0.4%	Shares	Sole	2026-01-29
2025-09-30	$1,230,994	3,565	+35.7%	Shares	Sole	2025-10-29
2025-06-30	$819,857	2,628	-12.3%	Shares	Sole	2025-07-31
2025-03-31	$1,568,631	2,995	+13.9%	Shares	Sole	2025-04-28
2024-12-31	$1,330,411	2,630	+1.7%	Shares	Sole	2025-01-24
2024-09-30	$1,512,567	2,587	+16.2%	Shares	Sole	2024-10-18
2024-06-30	$1,133,612	2,226	+8.9%	Shares	Sole	2024-08-01
2024-03-31	$1,011,661	2,045	+20.5%	Shares	Sole	2024-05-01
2023-12-31	$893,419	1,697	+7.0%	Shares	Sole	2024-01-31
2023-09-30	$799,645	1,586	-12.8%	Shares	Sole	2023-10-31
2023-06-30	$873,803	1,818	+4.2%	Shares	Sole	2023-07-25
2023-03-31	$824,669	1,745	+5.7%	Shares	Sole	2023-04-21
2022-12-31	$875,327	1,651	+44.4%	Shares	Sole	2023-01-23
2022-09-30	$577,260	1,143	+10.2%	Shares	Sole	2022-10-20
2022-06-30	$532,634	1,037	+30.4%	Shares	Sole	2022-07-12
2022-03-31	$405,426	795	+36.1%	Shares	Sole	2022-04-19
2021-12-31	$293,249	584	—	Shares	Sole	2022-01-26
No filing history on record for this holder in this stock.