Position in UNH
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$53,130,814
+$19,120,087 QoQ
Shares Held
127,832
+1.7% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
3.37%
of 13F equity value
Holder Rank
#361
of 3,349 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UNH Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Aureus Asset Management, LLC holds $53,332,334 across 2 Healthcare Plans names. UNH ranks #1 (99.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
This page
|
127,832 | $53,130,814 | |
| 2 | CVS |
CVS HEALTH Corp
|
1,948 | $201,520 |
All Filings in UNH
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $53,130,814 | 127,832 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $34,010,727 | 125,691 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $42,924,203 | 130,030 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $44,834,442 | 129,842 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $34,054,957 | 109,161 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $40,075,255 | 76,516 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $40,729,317 | 80,515 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $47,528,052 | 81,289 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $41,764,412 | 82,010 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $41,023,492 | 82,926 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $43,721,227 | 83,046 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $41,830,627 | 82,966 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $41,162,970 | 85,642 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $33,477,330 | 70,838 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $32,882,823 | 62,022 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $31,869,539 | 63,103 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $44,512,203 | 86,662 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $44,386,258 | 87,037 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $45,955,852 | 91,520 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $35,116,194 | 89,871 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $34,966,821 | 87,321 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $31,619,624 | 84,983 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $28,182,398 | 80,365 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $24,364,513 | 78,149 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $2,083,526 | 7,064 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $1,661,120 | 6,661 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||