Position in UNH
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$41,228,413
+$21,902,611 QoQ
Shares Held
99,195
+38.9% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.46%
of 13F equity value
Holder Rank
#406
of 3,349 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in UNH Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026OPPENHEIMER ASSET MANAGEMENT INC. holds $171,209,489 across 7 Healthcare Plans names. UNH ranks #3 (24.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVS |
CVS HEALTH Corp
|
479,674 | $49,622,273 | |
| 2 | ELV |
Elevance Health, Inc.
|
111,584 | $43,152,878 | |
| 3 | UNH |
Unitedhealth Group Inc
This page
|
99,195 | $41,228,413 | |
| 4 | CNC |
Centene Corp
|
247,691 | $15,899,282 | |
| 5 | CI |
Cigna Group
|
42,809 | $11,801,584 | |
| 6 | HUM |
Humana Inc
|
22,793 | $9,053,835 | |
| 7 | MOH |
Molina Healthcare, Inc.
|
1,973 | $451,224 |
All Filings in UNH
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $41,228,413 | 99,195 | Shares | Other | 2026-08-03 | |
| 2026-03-31 | $19,325,802 | 71,421 | Shares | Other | 2026-04-24 | |
| 2025-12-31 | $18,329,679 | 55,526 | Shares | Other | 2026-02-02 | |
| 2025-09-30 | $16,831,642 | 48,745 | Shares | Other | 2025-11-06 | |
| 2025-06-30 | $13,203,809 | 42,324 | Shares | Other | 2025-07-31 | |
| 2025-03-31 | $37,637,716 | 71,862 | Shares | Other | 2025-04-23 | |
| 2024-12-31 | $37,752,324 | 74,630 | Shares | Other | 2025-02-05 | |
| 2024-09-30 | $51,361,790 | 87,846 | Shares | Other | 2024-11-05 | |
| 2024-06-30 | $45,735,106 | 89,807 | Shares | Other | 2024-08-08 | |
| 2024-03-31 | $40,170,128 | 81,201 | Shares | Other | 2024-05-07 | |
| 2023-12-31 | $54,483,320 | 103,488 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $51,819,631 | 102,778 | Shares | Other | 2023-11-08 | |
| 2023-06-30 | $50,751,731 | 105,592 | Shares | Other | 2023-08-03 | |
| 2023-03-31 | $50,339,335 | 106,518 | Shares | Other | 2023-05-10 | |
| 2022-12-31 | $59,033,945 | 111,347 | Shares | Other | 2023-02-07 | |
| 2022-09-30 | $56,960,424 | 112,784 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $58,162,940 | 113,239 | Shares | Other | 2022-08-08 | |
| 2022-03-31 | $65,392,934 | 128,229 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $65,170,732 | 129,786 | Shares | Other | 2022-02-02 | |
| 2021-09-30 | $51,373,706 | 131,478 | Shares | Other | 2021-11-12 | |
| 2021-06-30 | $52,389,556 | 130,830 | Shares | Other | 2021-08-03 | |
| 2021-03-31 | $48,143,247 | 129,393 | Shares | Other | 2021-05-17 | |
| 2020-12-31 | $44,635,244 | 127,282 | Shares | Other | 2021-02-11 | |
| 2020-09-30 | $39,274,904 | 125,974 | Shares | Other | 2020-11-13 | |
| 2020-06-30 | $25,272,196 | 85,683 | Shares | Other | 2020-08-11 | |
| 2020-03-31 | $17,392,751 | 69,744 | Shares | Other | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||