Frank, Rimerman Advisors LLC

Position in UNH — Unitedhealth Group Inc

CIK 1977560 Palo Alto, CA

Position in UNH

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$5,953,899

+$2,063,627 QoQ

Shares Held

14,325

-0.4% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.40%

of 13F equity value

Holder Rank

#911

of 3,349 holders

Holding Since

Dec 2020

17 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Frank, Rimerman Advisors LLC holds $10,267,239 across 6 Healthcare Plans names. UNH ranks #1 (58.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc This page	14,325	$5,953,899
2	CVS	CVS HEALTH Corp	17,302	$1,789,891
3	ELV	Elevance Health, Inc.	2,997	$1,159,029
4	CI	Cigna Group	2,145	$591,333
5	HUM	Humana Inc	1,242	$493,347
6	CNC	Centene Corp	4,358	$279,740

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,953,899	14,325	-0.4%	Shares	Sole	2026-07-27
2026-03-31	$3,890,272	14,377	+2.1%	Shares	Sole	2026-04-29
2025-12-31	$4,649,599	14,085	+6.3%	Shares	Sole	2026-01-15
2025-09-30	$4,575,225	13,250	+47.6%	Shares	Sole	2025-11-04
2025-06-30	$2,801,178	8,979	-40.8%	Shares	Sole	2025-08-11
2025-03-31	$7,948,953	15,177	-10.0%	Shares	Sole	2025-05-12
2024-12-31	$8,530,317	16,863	+4.7%	Shares	Sole	2025-02-10
2024-09-30	$9,415,686	16,104	+9.2%	Shares	Sole	2024-10-24
2024-06-30	$7,511,075	14,749	+61354.2%	Shares	Sole	2024-08-13
2024-03-31	$11,872	24	0.0%	Shares	Sole	2024-05-09
2023-12-31	$12,635	24	-96.2%	Shares	Sole	2024-02-13
2022-03-31	$325,360	638	+2.2%	Shares	Sole	2023-09-07
2021-12-31	$313,335	624	0.0%	Shares	Sole	2023-09-07
2021-09-30	$243,821	624	-22.8%	Shares	Sole	2023-09-07
2021-06-30	$323,555	808	0.0%	Shares	Sole	2023-09-13
2021-03-31	$300,632	808	0.0%	Shares	Sole	2023-09-13
2020-12-31	$283,349	808	—	Shares	Sole	2023-09-13
No filing history on record for this holder in this stock.