Beverly Hills Private Wealth, LLC

Position in UNH — Unitedhealth Group Inc

CIK 1965710 BEVERLY HILLS, CA

Position in UNH

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$6,234,033

+$1,437,556 QoQ

Shares Held

14,999

-15.4% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

1.47%

of 13F equity value

Holder Rank

#893

of 3,349 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Beverly Hills Private Wealth, LLC holds $14,454,476 across 3 Healthcare Plans names. UNH ranks #2 (43.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ELV	Elevance Health, Inc.	20,350	$7,869,955
2	UNH	Unitedhealth Group Inc This page	14,999	$6,234,033
3	CVS	CVS HEALTH Corp	3,388	$350,488

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,234,033	14,999	-15.4%	Shares	Sole	2026-08-07
2026-03-31	$4,796,477	17,726	+43.1%	Shares	Defined	2026-05-04
2025-12-31	$4,090,392	12,391	+27.8%	Shares	Sole	2026-02-17
2025-09-30	$3,346,990	9,693	-4.4%	Shares	Sole	2025-11-10
2025-06-30	$3,163,684	10,141	-4.8%	Shares	Sole	2025-07-29
2025-03-31	$5,580,553	10,655	+5.4%	Shares	Sole	2025-04-30
2024-12-31	$5,113,229	10,108	+9.4%	Shares	Sole	2025-02-14
2024-09-30	$5,402,439	9,240	+0.3%	Shares	Defined	2024-11-12
2024-06-30	$4,692,826	9,215	+6.4%	Shares	Sole	2024-08-08
2024-03-31	$4,283,108	8,658	+2.6%	Shares	Sole	2024-05-09
2023-12-31	$4,440,769	8,435	-1.0%	Shares	Sole	2024-01-30
2023-09-30	$4,295,693	8,520	-45.6%	Shares	Sole	2023-11-08
2023-06-30	$7,522,016	15,650	+78.4%	Shares	Sole	2023-08-10
2023-03-31	$4,145,086	8,771	+18.9%	Shares	Sole	2023-05-04
2022-12-31	$3,910,077	7,375	—	Shares	Sole	2023-02-13
No filing history on record for this holder in this stock.