Prudent Man Advisors, LLC

Position in UNH — Unitedhealth Group Inc

CIK 1817174 NAPERVILLE, IL

Position in UNH

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$801,334

+$337,814 QoQ

Shares Held

1,928

+12.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.29%

of 13F equity value

Holder Rank

#1,979

of 3,349 holders

Holding Since

Jun 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

Prudent Man Advisors, LLC holds $1,929,772 across 3 Healthcare Plans names. UNH ranks #1 (41.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc This page	1,928	$801,334
2	CI	Cigna Group	2,358	$650,053
3	ELV	Elevance Health, Inc.	1,237	$478,385

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$801,334	1,928	+12.6%	Shares	Sole	2026-08-05
2026-03-31	$463,520	1,713	+19.5%	Shares	Sole	2026-05-08
2025-12-31	$473,377	1,434	-60.6%	Shares	Sole	2026-02-11
2025-09-30	$1,257,237	3,641	-0.5%	Shares	Sole	2025-11-13
2025-06-30	$1,141,498	3,659	+34.2%	Shares	Sole	2025-07-31
2025-03-31	$1,428,266	2,727	+1.6%	Shares	Sole	2025-05-01
2024-12-31	$1,357,728	2,684	-9.4%	Shares	Sole	2025-02-05
2024-09-30	$1,732,406	2,963	+28.5%	Shares	Sole	2024-11-07
2024-06-30	$1,173,844	2,305	+4.0%	Shares	Sole	2024-08-13
2024-03-31	$1,096,749	2,217	-4.2%	Shares	Sole	2024-05-14
2023-12-31	$1,218,251	2,314	-1.4%	Shares	Sole	2024-02-13
2023-09-30	$1,182,829	2,346	-3.5%	Shares	Sole	2023-11-09
2023-06-30	$1,167,955	2,430	-2.0%	Shares	Sole	2023-08-10
2023-03-31	$1,171,550	2,479	-0.5%	Shares	Sole	2023-05-05
2022-12-31	$1,320,678	2,491	+25.9%	Shares	Sole	2023-02-13
2022-09-30	$999,474	1,979	-0.5%	Shares	Sole	2022-11-09
2022-06-30	$1,021,610	1,989	-0.6%	Shares	Sole	2022-08-05
2022-03-31	$1,020,449	2,001	-3.4%	Shares	Sole	2022-05-09
2021-12-31	$1,040,434	2,072	-2.1%	Shares	Sole	2022-02-10
2021-09-30	$827,196	2,117	-1.0%	Shares	Sole	2021-11-10
2021-06-30	$856,140	2,138	+4.5%	Shares	Sole	2021-08-03
2021-03-31	$760,883	2,045	+3.0%	Shares	Sole	2021-05-14
2020-12-31	$696,450	1,986	-4.3%	Shares	Sole	2021-02-11
2020-09-30	$647,234	2,076	+7.0%	Shares	Sole	2020-11-16
2020-06-30	$572,497	1,941	—	Shares	Sole	2020-08-12
No filing history on record for this holder in this stock.