Position in UNH
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$4,912,330
+$1,853,852 QoQ
Shares Held
11,819
+4.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.46%
of 13F equity value
Holder Rank
#978
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)
Derivatives in UNH
reported options exposure · as of Jun 30, 2026CallValue
$104,323
CallShares
251
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, 2026B. Riley Wealth Advisors, Inc. holds $7,931,068 across 4 Healthcare Plans names. UNH ranks #1 (61.9% of the industry book) .
All Filings in UNH
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29 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,912,330 | 11,819 | Shares | Sole | 2026-07-14 | |
| 2026-06-30 | $104,323 | 251 | Call | Sole | 2026-07-14 | |
| 2026-03-31 | $3,058,478 | 11,303 | Shares | Sole | 2026-04-27 | |
| 2026-03-31 | $39,269 | 15,000 | Call | Sole | 2026-04-27 | |
| 2025-12-31 | $4,939,766 | 14,964 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $4,950,911 | 14,338 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $4,640,241 | 14,874 | Shares | Sole | 2025-08-19 | |
| 2025-03-31 | $52,375 | 100 | Call | Sole | 2026-08-28 | |
| 2025-03-31 | $16,049,795 | 30,644 | Shares | Sole | 2026-08-28 | |
| 2024-12-31 | $15,886,533 | 31,405 | Shares | Sole | 2025-02-25 | |
| 2024-09-30 | $22,349,393 | 38,225 | Shares | Sole | 2024-12-13 | |
| 2024-06-30 | $21,562,068 | 42,340 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $27,552,316 | 55,695 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $25,532,215 | 48,497 | Shares | Sole | 2024-03-15 | |
| 2023-09-30 | $28,080,862 | 55,695 | Shares | Sole | 2023-12-01 | |
| 2023-06-30 | $24,330,477 | 50,621 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $22,876,191 | 48,406 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $28,631,840 | 54,004 | Shares | Sole | 2023-03-15 | |
| 2022-09-30 | $26,377,733 | 52,229 | Shares | Other | 2022-11-22 | |
| 2022-06-30 | $20,555,470 | 40,020 | Shares | Other | 2022-08-12 | |
| 2022-03-31 | $21,148,963 | 41,471 | Shares | Other | 2022-05-02 | |
| 2021-12-31 | $21,999,756 | 43,812 | Shares | Other | 2022-01-28 | |
| 2021-09-30 | $16,666,623 | 42,654 | Shares | Other | 2021-11-16 | |
| 2021-06-30 | $16,919,791 | 42,253 | Shares | Other | 2021-08-10 | |
| 2021-03-31 | $14,071,686 | 37,820 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $11,103,930 | 31,664 | Shares | Other | 2021-02-04 | |
| 2020-09-30 | $10,356,062 | 33,217 | Shares | Other | 2020-11-09 | |
| 2020-06-30 | $8,562,987 | 29,032 | Shares | Other | 2020-07-31 | |
| 2020-03-31 | $7,450,974 | 29,878 | Shares | Other | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||