Baker Avenue Asset Management, LP

Position in UNH — Unitedhealth Group Inc

CIK 1432529 SAN FRANCISCO, CA

Position in UNH

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$3,149,644

+$1,341,562 QoQ

Shares Held

7,578

+13.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#1,188

of 3,349 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 79% Shared 0% None 21%

Healthcare · as of Jun 30, 2026

Baker Avenue Asset Management, LP holds $7,279,602 across 6 Healthcare Plans names. UNH ranks #1 (43.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc This page	7,578	$3,149,644
2	CNC	Centene Corp	22,191	$1,424,440
3	CVS	CVS HEALTH Corp	8,782	$908,497
4	CI	Cigna Group	2,738	$754,811
5	MOH	Molina Healthcare, Inc.	2,719	$621,835
6	ELV	Elevance Health, Inc.	1,087	$420,375

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,149,644	7,578	+13.4%	Shares	Sole	2026-07-28
2026-03-31	$1,808,082	6,682	+12.1%	Shares	Sole	2026-05-12
2025-12-31	$1,968,115	5,962	-3.6%	Shares	Sole	2026-02-10
2025-09-30	$2,135,680	6,185	-2.2%	Shares	Sole	2025-10-31
2025-06-30	$1,973,834	6,327	+5.6%	Shares	Sole	2025-08-13
2025-03-31	$3,138,833	5,993	+304.9%	Shares	Sole	2025-05-08
2024-12-31	$748,672	1,480	-10.8%	Shares	Sole	2025-02-14
2024-09-30	$969,984	1,659	-2.8%	Shares	Sole	2024-11-04
2024-06-30	$869,306	1,707	+5.7%	Shares	Sole	2024-08-08
2024-03-31	$798,940	1,615	-63.0%	Shares	Sole	2024-05-13
2023-12-31	$2,298,041	4,365	+258.1%	Shares	Sole	2024-02-15
2023-09-30	$614,607	1,219	+1.7%	Shares	Sole	2023-11-15
2023-06-30	$576,287	1,199	-27.4%	Shares	Sole	2023-08-14
2023-03-31	$780,246	1,651	-79.9%	Shares	Sole	2023-05-16
2022-12-31	$4,364,971	8,233	-0.9%	Shares	Sole	2023-02-14
2022-09-30	$4,195,367	8,307	-21.9%	Shares	Sole	2022-11-14
2022-06-30	$5,465,536	10,641	+4.2%	Shares	Sole	2022-08-03
2022-03-31	$5,207,813	10,212	+17.9%	Shares	Sole	2022-05-16
2021-12-31	$4,351,043	8,665	+17.2%	Shares	Sole	2022-02-11
2021-09-30	$2,888,350	7,392	+10.4%	Shares	Sole	2021-11-15
2021-06-30	$2,680,144	6,693	+14.2%	Shares	Sole	2021-08-16
2021-03-31	$2,180,330	5,860	-10.5%	Shares	Sole	2021-05-17
2020-12-31	$2,297,304	6,551	+5.1%	Shares	Sole	2021-02-17
2020-09-30	$1,942,638	6,231	+3.6%	Shares	Sole	2020-11-16
2020-06-30	$1,774,714	6,017	-9.5%	Shares	Sole	2020-08-12
2020-03-31	$1,657,379	6,646	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.