Position in UNH
as of Jun 30, 2026
· filed Aug 18, 2026
Position Value
$1,776,402
-$685,967 QoQ
Shares Held
4,274
-53.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#1,471
of 3,349 holders
Holding Since
Mar 2021
11 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 Mar 31, 2025CallValue
$0
CallShares
0
PutValue
$9,109,583
PutShares
17,393
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, 2026Fulcrum Asset Management LLP holds $4,962,566 across 8 Healthcare Plans names. UNH ranks #2 (35.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CI |
Cigna Group
|
6,530 | $1,800,190 | |
| 2 | UNH |
Unitedhealth Group Inc
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|
4,274 | $1,776,402 | |
| 3 | CVS |
CVS HEALTH Corp
|
5,999 | $620,596 | |
| 4 | ELV |
Elevance Health, Inc.
|
1,009 | $390,210 | |
| 5 | HUM |
Humana Inc
|
516 | $204,965 | |
| 6 | CNC |
Centene Corp
|
2,349 | $150,782 | |
| 7 | MOH |
Molina Healthcare, Inc.
|
64 | $14,636 | |
| 8 | PGNY |
Progyny, Inc.
|
166 | $4,785 |
All Filings in UNH
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,776,402 | 4,274 | Shares | Sole | 2026-08-18 | |
| 2026-03-31 | $2,462,369 | 9,100 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $2,706,241 | 8,198 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $2,914,677 | 8,441 | Shares | Sole | 2025-11-24 | |
| 2025-06-30 | $4,080,255 | 13,079 | Shares | Sole | 2025-11-24 | |
| 2025-03-31 | $9,109,583 | 17,393 | Put | Sole | 2025-04-24 | |
| 2022-03-31 | $3,434,137 | 6,734 | Principal | Sole | 2022-05-10 | |
| 2021-12-31 | $5,600,367 | 11,153 | Principal | Sole | 2022-03-24 | |
| 2021-09-30 | $4,357,923 | 11,153 | Principal | Sole | 2021-10-19 | |
| 2021-06-30 | $4,146,956 | 10,356 | Principal | Sole | 2021-07-13 | |
| 2021-03-31 | $3,228,823 | 8,678 | Principal | Sole | 2021-04-21 | |
| No filing history on record for this holder in this stock. | ||||||