Badgley Phelps Wealth Managers, LLC

Position in UNH — Unitedhealth Group Inc

CIK 1895362 SEATTLE, WA

Position in UNH

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$7,310,516

+$1,565,350 QoQ

Shares Held

17,589

-17.2% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.20%

of 13F equity value

Holder Rank

#834

of 3,353 holders

Holding Since

Sep 2021

20 quarters on record

Voting authority Sole 90% Shared 0% None 10%

Healthcare · as of Jun 30, 2026

Badgley Phelps Wealth Managers, LLC holds $16,891,898 across 4 Healthcare Plans names. UNH ranks #2 (43.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CI	Cigna Group	27,065	$7,461,279
2	UNH	Unitedhealth Group Inc This page	17,589	$7,310,516
3	CVS	CVS HEALTH Corp	12,588	$1,302,228
4	HUM	Humana Inc	2,059	$817,875

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,310,516	17,589	-17.2%	Shares	Sole	2026-07-31
2026-03-31	$5,745,166	21,232	-36.3%	Shares	Sole	2026-04-15
2025-12-31	$11,001,245	33,326	+162.1%	Shares	Sole	2026-01-28
2025-09-30	$4,389,798	12,713	-23.5%	Shares	Sole	2025-11-04
2025-06-30	$5,183,069	16,614	-66.1%	Shares	Sole	2025-07-16
2025-03-31	$25,673,701	49,019	-1.9%	Shares	Sole	2025-04-30
2024-12-31	$25,264,671	49,944	-3.9%	Shares	Sole	2025-02-11
2024-09-30	$30,394,005	51,984	-3.7%	Shares	Sole	2024-10-18
2024-06-30	$27,501,058	54,002	-1.5%	Shares	Sole	2024-08-14
2024-03-31	$27,109,064	54,799	+0.3%	Shares	Sole	2024-05-15
2023-12-31	$28,768,953	54,645	+10.3%	Shares	Sole	2024-02-14
2023-09-30	$24,975,051	49,535	-0.1%	Shares	Sole	2023-11-02
2023-06-30	$23,842,147	49,605	+7.1%	Shares	Sole	2023-08-15
2023-03-31	$21,881,862	46,302	+5.7%	Shares	Sole	2023-04-28
2022-12-31	$23,220,293	43,797	+0.6%	Shares	Sole	2023-01-27
2022-09-30	$21,998,027	43,557	+1.5%	Shares	Sole	2022-11-09
2022-06-30	$22,031,131	42,893	-0.4%	Shares	Sole	2022-08-01
2022-03-31	$21,952,678	43,047	-2.4%	Shares	Sole	2022-05-09
2021-12-31	$22,138,348	44,088	+2.0%	Shares	Sole	2022-02-08
2021-09-30	$16,892,862	43,233	—	Shares	Sole	2021-11-29
No filing history on record for this holder in this stock.