Envestnet Portfolio Solutions, Inc.

Position in UNH — Unitedhealth Group Inc

CIK 1998033 BERWYN, PA

Position in UNH

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$11,572,386

+$5,595,865 QoQ

Shares Held

27,843

+26.1% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.31%

of 13F equity value

Holder Rank

#696

of 3,349 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

Envestnet Portfolio Solutions, Inc. holds $39,429,391 across 5 Healthcare Plans names. UNH ranks #2 (29.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CNC	Centene Corp	222,950	$14,311,160
2	UNH	Unitedhealth Group Inc This page	27,843	$11,572,386
3	CI	Cigna Group	19,015	$5,242,055
4	CVS	CVS HEALTH Corp	48,048	$4,970,565
5	ELV	Elevance Health, Inc.	8,619	$3,333,225

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$11,572,386	27,843	+26.1%	Shares	Sole	2026-07-20
2026-03-31	$5,976,521	22,087	-75.8%	Shares	Sole	2026-04-29
2025-12-31	$30,079,953	91,121	+10.4%	Shares	Sole	2026-02-06
2025-09-30	$28,502,097	82,543	-17.6%	Shares	Sole	2025-10-30
2025-06-30	$31,240,675	100,140	+2.6%	Shares	Sole	2025-07-25
2025-03-31	$51,118,000	97,600	-6.2%	Shares	Sole	2025-04-21
2024-12-31	$52,611,463	104,004	-3.1%	Shares	Sole	2025-02-10
2024-09-30	$62,740,841	107,308	-3.8%	Shares	Sole	2024-10-31
2024-06-30	$56,828,323	111,590	+1.1%	Shares	Sole	2024-07-16
2024-03-31	$54,584,208	110,338	+12.5%	Shares	Sole	2024-05-06
2023-12-31	$51,635,124	98,078	+19.6%	Shares	Sole	2024-02-07
2023-09-30	$41,345,596	82,004	—	Shares	Sole	2023-11-13
No filing history on record for this holder in this stock.