Curi Capital, LLC

Position in UNH — Unitedhealth Group Inc

CIK 1332905 CHICAGO, IL

Position in UNH

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$5,175,424

+$2,998,258 QoQ

Shares Held

12,452

+54.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#958

of 3,349 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 4% Shared 0% None 96%

Healthcare · as of Jun 30, 2026

Curi Capital, LLC holds $11,441,983 across 7 Healthcare Plans names. UNH ranks #1 (45.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc This page	12,452	$5,175,424
2	CNC	Centene Corp	30,970	$1,987,964
3	MOH	Molina Healthcare, Inc.	5,959	$1,362,823
4	HUM	Humana Inc	2,719	$1,080,041
5	CI	Cigna Group	2,399	$661,356
6	CVS	CVS HEALTH Corp	5,868	$607,043
7	ELV	Elevance Health, Inc.	1,467	$567,332

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,175,424	12,452	+54.8%	Shares	Sole	2026-08-14
2026-03-31	$2,177,166	8,046	+6.0%	Shares	Sole	2026-05-15
2025-12-31	$2,506,854	7,594	-4.0%	Shares	Other	2026-02-17
2025-09-30	$2,731,322	7,910	-1.9%	Shares	Sole	2025-11-13
2025-06-30	$2,516,037	8,065	-89.7%	Shares	Sole	2025-08-14
2025-03-31	$40,982,390	78,248	-12.0%	Shares	Sole	2025-05-15
2024-12-31	$45,004,846	88,967	+2.2%	Shares	Sole	2025-02-13
2024-09-30	$50,882,361	87,026	-1.5%	Shares	Sole	2024-11-06
2024-06-30	$45,008,908	88,381	+1.0%	Shares	Sole	2024-08-13
2024-03-31	$43,280,808	87,489	+59.4%	Shares	Sole	2024-05-15
2023-12-31	$28,901,097	54,896	-8.8%	Shares	Sole	2024-02-14
2023-09-30	$30,341,650	60,179	+1.4%	Shares	Sole	2023-11-13
2023-06-30	$28,533,193	59,365	+3.7%	Shares	Sole	2023-08-11
2023-03-31	$27,060,503	57,260	+1.6%	Shares	Sole	2023-05-11
2022-12-31	$29,875,643	56,350	-6.8%	Shares	Sole	2023-02-14
2022-09-30	$30,536,738	60,464	-5.4%	Shares	Sole	2022-11-14
2022-06-30	$32,843,556	63,944	-7.9%	Shares	Sole	2022-08-01
2022-03-31	$35,423,536	69,462	+0.7%	Shares	Sole	2022-05-06
2021-12-31	$34,628,076	68,961	-0.0%	Shares	Sole	2022-01-26
2021-09-30	$26,950,119	68,972	+2.3%	Shares	Sole	2021-10-20
2021-06-30	$26,991,658	67,405	+7.9%	Shares	Sole	2021-08-13
2021-03-31	$23,250,282	62,489	+1.1%	Shares	Sole	2021-05-12
2020-12-31	$21,677,634	61,816	+0.8%	Shares	Other	2021-02-11
2020-09-30	$19,124,594	61,342	+0.1%	Shares	Other	2020-11-10
2020-06-30	$18,068,636	61,260	-3.4%	Shares	Other	2020-08-05
2020-03-31	$15,819,170	63,434	—	Shares	Sole	2020-05-11
No filing history on record for this holder in this stock.