Operose Advisors LLC

Position in UNH — Unitedhealth Group Inc

CIK 1909750 MILWAUKEE, WI

Position in UNH

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$106,401

-$108,718 QoQ

Shares Held

256

-67.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#3,135

of 3,349 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Operose Advisors LLC holds $106,401 across 1 Healthcare Plans name. UNH ranks #1 (100.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	UNH	Unitedhealth Group Inc This page	256	$106,401

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$106,401	256	-67.8%	Shares	Sole	2026-08-13
2026-03-31	$215,119	795	+61.6%	Shares	Sole	2026-05-12
2025-12-31	$162,414	492	-45.8%	Shares	Sole	2026-02-10
2025-09-30	$313,187	907	-61.4%	Shares	Sole	2025-11-12
2025-06-30	$732,193	2,347	+51.5%	Shares	Sole	2025-08-14
2025-03-31	$811,288	1,549	-1.5%	Shares	Sole	2025-05-12
2024-12-31	$795,717	1,573	+39.7%	Shares	Sole	2025-02-13
2024-09-30	$658,349	1,126	+7.1%	Shares	Sole	2024-11-13
2024-06-30	$535,232	1,051	-1.4%	Shares	Sole	2024-08-08
2024-03-31	$527,350	1,066	+254.2%	Shares	Sole	2024-05-13
2023-12-31	$158,467	301	-51.5%	Shares	Sole	2024-02-12
2023-09-30	$313,101	621	+400.8%	Shares	Sole	2023-11-13
2023-06-30	$59,599	124	0.0%	Shares	Sole	2023-08-09
2023-03-31	$58,601	124	0.0%	Shares	Sole	2023-05-09
2022-12-31	$65,742	124	0.0%	Shares	Sole	2023-02-13
2022-09-30	$62,624	124	0.0%	Shares	Sole	2022-11-14
2022-06-30	$63,690	124	0.0%	Shares	Sole	2022-08-11
2022-03-31	$63,236	124	+93.8%	Shares	Sole	2022-05-12
2021-12-31	$32,136	64	—	Shares	Sole	2022-02-14
No filing history on record for this holder in this stock.