REGATTA CAPITAL GROUP, LLC

Position in UNH — Unitedhealth Group Inc

CIK 1911488 EL SEGUNDO, CA

Position in UNH

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$375,729

+$117,857 QoQ

Shares Held

904

-5.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#2,525

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

REGATTA CAPITAL GROUP, LLC holds $1,262,568 across 4 Healthcare Plans names. UNH ranks #1 (29.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc This page	904	$375,729
2	ELV	Elevance Health, Inc.	918	$355,018
3	CI	Cigna Group	1,006	$277,334
4	CVS	CVS HEALTH Corp	2,460	$254,487

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$375,729	904	-5.1%	Shares	Sole	2026-08-12
2026-03-31	$257,872	953	+13.9%	Shares	Sole	2026-04-15
2025-12-31	$276,302	837	-27.3%	Shares	Sole	2026-01-13
2025-09-30	$397,440	1,151	+17.7%	Shares	Sole	2025-10-17
2025-06-30	$305,106	978	+38.3%	Shares	Sole	2025-07-15
2025-03-31	$370,291	707	-7.5%	Shares	Sole	2025-04-14
2024-12-31	$386,477	764	-2.3%	Shares	Sole	2025-01-21
2024-09-30	$457,219	782	-6.0%	Shares	Sole	2024-10-15
2024-06-30	$423,704	832	-1.1%	Shares	Sole	2024-08-02
2024-03-31	$416,042	841	+1.4%	Shares	Sole	2024-04-23
2023-12-31	$436,443	829	-1.3%	Shares	Sole	2024-01-22
2023-09-30	$423,519	840	-8.5%	Shares	Sole	2023-10-30
2023-06-30	$441,227	918	-1.6%	Shares	Sole	2023-07-13
2023-03-31	$440,926	933	0.0%	Shares	Sole	2023-05-01
2022-12-31	$494,657	933	-8.4%	Shares	Sole	2023-02-07
2022-09-30	$514,635	1,019	+79.1%	Shares	Sole	2022-11-14
2022-06-30	$292,255	569	-44.1%	Shares	Sole	2022-08-09
2022-03-31	$519,149	1,018	+1.3%	Shares	Sole	2022-05-16
2021-12-31	$504,650	1,005	—	Shares	Sole	2022-02-23
No filing history on record for this holder in this stock.