Position in UNH
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$28,367,994
+$10,053,922 QoQ
Shares Held
68,253
+0.8% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.45%
of 13F equity value
Holder Rank
#474
of 3,349 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 31%
Shared 0%
None 69%
Common Shares in UNH Over Time
Shares Held
Position Value (USD)
Derivatives in UNH
reported options exposure · as of Mar 31, 2026CallValue
$1,080
CallShares
4
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, 2026Orion Porfolio Solutions, LLC holds $55,970,645 across 7 Healthcare Plans names. UNH ranks #1 (50.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
This page
|
68,253 | $28,367,994 | |
| 2 | CI |
Cigna Group
|
44,686 | $12,319,036 | |
| 3 | ELV |
Elevance Health, Inc.
|
18,180 | $7,030,751 | |
| 4 | CVS |
CVS HEALTH Corp
|
45,562 | $4,713,388 | |
| 5 | MOH |
Molina Healthcare, Inc.
|
9,135 | $2,089,174 | |
| 6 | HUM |
Humana Inc
|
2,024 | $803,973 | |
| 7 | CNC |
Centene Corp
|
10,069 | $646,329 |
All Filings in UNH
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27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $28,367,994 | 68,253 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $18,314,072 | 67,682 | Shares | Sole | 2026-05-13 | |
| 2026-03-31 | $1,080 | 4 | Call | Sole | 2026-05-13 | |
| 2025-12-31 | $30,350,313 | 91,940 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $33,474,417 | 96,943 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $25,432,418 | 81,522 | Shares | Sole | 2025-08-27 | |
| 2025-03-31 | $46,128,233 | 88,073 | Shares | Sole | 2025-08-01 | |
| 2024-12-31 | $43,962,269 | 86,906 | Shares | Sole | 2025-08-01 | |
| 2024-09-30 | $52,484,969 | 89,767 | Shares | Sole | 2025-07-31 | |
| 2024-06-30 | $48,560,487 | 95,355 | Shares | Sole | 2025-07-31 | |
| 2024-03-31 | $46,120,386 | 93,229 | Shares | Sole | 2025-07-31 | |
| 2023-12-31 | $48,290,460 | 91,725 | Shares | Sole | 2025-07-31 | |
| 2023-09-30 | $46,013,891 | 91,263 | Shares | Sole | 2025-07-31 | |
| 2023-06-30 | $43,399,388 | 90,295 | Shares | Sole | 2025-07-31 | |
| 2023-03-31 | $42,840,756 | 90,651 | Shares | Sole | 2025-07-31 | |
| 2022-12-31 | $37,140,699 | 70,053 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $36,577,522 | 72,425 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $43,485,970 | 84,664 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $48,436,950 | 94,980 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $47,407,539 | 94,411 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $40,515,439 | 103,689 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $41,562,868 | 103,793 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $37,121,051 | 99,769 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $19,345,963 | 55,167 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $25,378,701 | 81,402 | Shares | Sole | 2020-12-03 | |
| 2020-06-30 | $1,593,909 | 5,404 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $1,503,013 | 6,027 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||