Position in UNH
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$10,327,989
+$1,079,223 QoQ
Shares Held
24,849
-27.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#732
of 3,349 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UNH Over Time
Shares Held
Position Value (USD)
Derivatives in UNH
reported options exposure · as of Jun 30, 2024CallValue
$0
CallShares
0
PutValue
$1,578,706
PutShares
3,100
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026SHELTON CAPITAL MANAGEMENT holds $44,506,181 across 7 Healthcare Plans names. UNH ranks #3 (23.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CNC |
Centene Corp
|
252,530 | $16,209,900 | |
| 2 | CVS |
CVS HEALTH Corp
|
156,347 | $16,174,097 | |
| 3 | UNH |
Unitedhealth Group Inc
This page
|
24,849 | $10,327,989 | |
| 4 | ELV |
Elevance Health, Inc.
|
2,194 | $848,485 | |
| 5 | CI |
Cigna Group
|
1,415 | $390,087 | |
| 6 | MOH |
Molina Healthcare, Inc.
|
1,403 | $320,866 | |
| 7 | HUM |
Humana Inc
|
591 | $234,757 |
All Filings in UNH
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,327,989 | 24,849 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $9,248,766 | 34,180 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $11,247,507 | 34,072 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $11,765,061 | 34,072 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $10,681,228 | 34,238 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $17,959,911 | 34,291 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $17,300,412 | 34,200 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $17,550,924 | 30,018 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $17,812,387 | 34,977 | Shares | Sole | 2024-08-13 | |
| 2024-06-30 | $1,578,706 | 3,100 | Put | Sole | 2024-08-13 | |
| 2024-03-31 | $10,629,618 | 21,487 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $10,884,767 | 20,675 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $16,596,422 | 32,917 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $15,821,226 | 32,917 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $14,256,149 | 30,166 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $8,482,880 | 16,000 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $9,145,769 | 18,109 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $11,244,901 | 21,893 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $11,140,294 | 21,845 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $8,860,260 | 17,645 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $7,968,360 | 20,393 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $5,295,418 | 13,224 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $4,920,253 | 13,224 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $7,014,301 | 20,002 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $13,465,346 | 43,190 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $6,297,182 | 21,350 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $5,049,945 | 20,250 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||