O'SHAUGHNESSY ASSET MANAGEMENT, LLC
Position in UNH — Unitedhealth Group Inc
CIK 1423442
Stamford, CT
Position in UNH
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$65,618,416
+$32,526,883 QoQ
Shares Held
157,877
+29.1% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#319
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, 2026O'SHAUGHNESSY ASSET MANAGEMENT, LLC holds $157,758,890 across 8 Healthcare Plans names. UNH ranks #1 (41.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
This page
|
157,877 | $65,618,416 | |
| 2 | CI |
Cigna Group
|
155,648 | $42,909,040 | |
| 3 | CVS |
CVS HEALTH Corp
|
253,852 | $26,260,988 | |
| 4 | ELV |
Elevance Health, Inc.
|
30,738 | $11,887,306 | |
| 5 | HUM |
Humana Inc
|
20,371 | $8,091,768 | |
| 6 | CNC |
Centene Corp
|
34,757 | $2,231,051 | |
| 7 | OSCR |
Oscar Health, Inc.
|
13,845 | $394,859 | |
| 8 | MOH |
Molina Healthcare, Inc.
|
1,598 | $365,462 |
All Filings in UNH
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $65,618,416 | 157,877 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $33,091,533 | 122,294 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $47,721,031 | 144,561 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $45,452,184 | 131,631 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $33,319,643 | 106,804 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $65,737,433 | 125,513 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $60,374,896 | 119,351 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $65,798,717 | 112,538 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $43,988,351 | 86,377 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $41,718,545 | 84,331 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $44,319,297 | 84,182 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $41,537,188 | 82,384 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $36,432,512 | 75,800 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $29,409,275 | 62,230 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $40,239,071 | 75,897 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $35,218,964 | 69,735 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $47,197,974 | 91,891 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $44,544,349 | 87,347 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $38,709,470 | 77,089 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $29,086,294 | 74,439 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $8,018,811 | 20,025 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $6,305,842 | 16,948 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $4,669,654 | 13,316 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $3,548,877 | 11,383 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $2,380,836 | 8,072 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $260,352 | 1,044 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||