Position in UNH
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$38,886,342
+$22,298,905 QoQ
Shares Held
93,560
+52.6% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#416
of 3,349 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 5%
Shared 0%
None 95%
Common Shares in UNH Over Time
Shares Held
Position Value (USD)
Derivatives in UNH
reported options exposure · as of Jun 30, 2026CallValue
$207,815
CallShares
500
PutValue
$0
PutShares
0
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, 2026MAI Capital Management holds $63,617,505 across 7 Healthcare Plans names. UNH ranks #1 (61.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
This page
|
93,560 | $38,886,342 | |
| 2 | CVS |
CVS HEALTH Corp
|
105,938 | $10,959,285 | |
| 3 | CI |
Cigna Group
|
18,301 | $5,045,219 | |
| 4 | ELV |
Elevance Health, Inc.
|
9,511 | $3,678,188 | |
| 5 | CNC |
Centene Corp
|
45,665 | $2,931,236 | |
| 6 | MOH |
Molina Healthcare, Inc.
|
7,203 | $1,647,325 | |
| 7 | HUM |
Humana Inc
|
1,183 | $469,910 |
All Filings in UNH
Export CSV
50 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $207,815 | 500 | Call | Sole | 2026-08-14 | |
| 2026-06-30 | $38,886,342 | 93,560 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $135,295 | 500 | Call | Sole | 2026-05-15 | |
| 2026-03-31 | $16,587,437 | 61,301 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $165,055 | 500 | Call | Sole | 2026-02-13 | |
| 2025-12-31 | $64,315,001 | 194,829 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $138,120 | 400 | Call | Sole | 2025-11-10 | |
| 2025-09-30 | $65,999,951 | 191,138 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $69,967,071 | 224,275 | Shares | Sole | 2025-08-12 | |
| 2025-06-30 | $280,773 | 900 | Call | Sole | 2025-08-12 | |
| 2025-03-31 | $104,750 | 200 | Call | Sole | 2025-05-15 | |
| 2025-03-31 | $97,809,788 | 186,749 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $101,172 | 200 | Call | Sole | 2025-02-14 | |
| 2024-12-31 | $86,605,761 | 171,205 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $99,030,175 | 169,375 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $254,630 | 500 | Put | Sole | 2024-08-12 | |
| 2024-06-30 | $88,889,805 | 174,547 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $247,350 | 500 | Put | Sole | 2024-05-08 | |
| 2024-03-31 | $73,366,978 | 148,306 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $67,085,966 | 127,426 | Shares | Sole | 2024-02-09 | |
| 2023-12-31 | $263,235 | 500 | Put | Sole | 2024-02-09 | |
| 2023-12-31 | $105,294 | 200 | Call | Sole | 2024-02-09 | |
| 2023-09-30 | $100,838 | 200 | Call | Sole | 2023-11-14 | |
| 2023-09-30 | $60,899,597 | 120,787 | Shares | Sole | 2023-11-14 | |
| 2023-09-30 | $252,095 | 500 | Put | Sole | 2023-11-14 | |
| 2023-06-30 | $240,320 | 500 | Put | Sole | 2023-08-02 | |
| 2023-06-30 | $58,050,737 | 120,778 | Shares | Sole | 2023-08-02 | |
| 2023-06-30 | $96,128 | 200 | Call | Sole | 2023-08-02 | |
| 2023-03-31 | $236,295 | 500 | Put | Sole | 2023-05-10 | |
| 2023-03-31 | $55,784,051 | 118,039 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $61,580,937 | 116,151 | Shares | Sole | 2023-02-09 | |
| 2022-12-31 | $265,090 | 500 | Put | Sole | 2023-02-09 | |
| 2022-09-30 | $252,520 | 500 | Put | Sole | 2022-11-15 | |
| 2022-09-30 | $58,032,126 | 114,906 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $55,569,629 | 108,190 | Shares | Sole | 2022-07-19 | |
| 2022-06-30 | $256,815 | 500 | Put | Sole | 2022-07-19 | |
| 2022-03-31 | $52,852,270 | 103,638 | Shares | Sole | 2022-05-10 | |
| 2022-03-31 | $254,985 | 500 | Put | Sole | 2022-05-10 | |
| 2022-03-31 | $509,970 | 1,000 | Call | Sole | 2022-05-10 | |
| 2021-12-31 | $251,070 | 500 | Put | Sole | 2022-02-11 | |
| 2021-12-31 | $251,070 | 500 | Call | Sole | 2022-02-11 | |
| 2021-12-31 | $50,794,473 | 101,156 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $195,370 | 500 | Call | Sole | 2021-11-12 | |
| 2021-09-30 | $195,370 | 500 | Put | Sole | 2021-11-12 | |
| 2021-09-30 | $37,326,610 | 95,528 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $37,802,737 | 94,403 | Shares | Sole | 2021-07-19 | |
| 2021-06-30 | $80,088 | 200 | Call | Sole | 2021-07-19 | |
| 2021-06-30 | $200,220 | 500 | Put | Sole | 2021-07-19 | |
| 2021-03-31 | $186,035 | 500 | Put | Sole | 2021-05-10 | |
| 2021-03-31 | $34,468,192 | 92,639 | Shares | Sole | 2021-05-10 | |
| No filing history on record for this holder in this stock. | ||||||