Freestone Capital Holdings, LLC

Position in UNH — Unitedhealth Group Inc

CIK 1470876 Seattle, WA

Back to UNH Full portfolio

Position in UNH

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$11,434,396

+$4,285,679 QoQ

Shares Held

27,511

+4.1% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.51%

of 13F equity value

Holder Rank

#700

of 3,349 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 100% None 0%

Common Shares in UNH Over Time

Shares Held

Position Value (USD)

Derivatives in UNH

reported options exposure · as of Dec 31, 2025

CallValue

CallShares

PutValue

$132,044

PutShares

400

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, 2026

Freestone Capital Holdings, LLC holds $21,973,498 across 3 Healthcare Plans names. UNH ranks #1 (52.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc This page	27,511	$11,434,396
2	CI	Cigna Group	36,784	$10,140,613
3	CVS	CVS HEALTH Corp	3,852	$398,489

All Filings in UNH

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27 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$11,434,396	27,511	+4.1%	Shares	Defined	2026-07-31
2026-03-31	$7,148,717	26,419	+1.5%	Shares	Defined	2026-05-13
2025-12-31	$132,044	400	—	Put	Defined	2026-01-23
2025-12-31	$8,588,471	26,017	-1.6%	Shares	Defined	2026-01-23
2025-09-30	$9,129,041	26,438	-20.0%	Shares	Defined	2025-11-12
2025-06-30	$10,307,488	33,040	+39.4%	Shares	Defined	2025-08-05
2025-03-31	$12,417,065	23,708	-32.5%	Shares	Defined	2025-05-13
2024-12-31	$17,755,180	35,099	+0.6%	Shares	Defined	2025-02-06
2024-09-30	$20,401,823	34,894	-1.8%	Shares	Defined	2024-11-14
2024-06-30	$18,102,155	35,546	+2.9%	Shares	Defined	2024-11-22
2024-03-31	$17,090,400	34,547	-19.1%	Shares	Defined	2024-11-22
2023-12-31	$22,490,271	42,719	+0.8%	Shares	Defined	2024-02-13
2023-09-30	$21,360,009	42,365	-3.7%	Shares	Defined	2023-11-14
2023-06-30	$21,144,314	43,992	+2.5%	Shares	Defined	2023-08-09
2023-03-31	$20,276,001	42,904	-0.6%	Shares	Defined	2023-05-12
2022-12-31	$22,889,991	43,174	-4.0%	Shares	Defined	2023-02-13
2022-09-30	$22,719,729	44,986	-9.2%	Shares	Defined	2022-11-09
2022-06-30	$25,442,662	49,535	-14.5%	Shares	Defined	2022-08-09
2022-03-31	$29,538,482	57,922	+8.3%	Shares	Defined	2022-05-12
2021-12-31	$26,864,490	53,500	+6.5%	Shares	Defined	2022-02-14
2021-09-30	$19,632,731	50,245	+9.4%	Shares	Defined	2021-11-15
2021-06-30	$18,388,605	45,921	+3.7%	Shares	Defined	2021-08-16
2021-03-31	$16,468,562	44,262	+7.1%	Shares	Defined	2021-05-17
2020-12-31	$14,489,045	41,317	-3.6%	Shares	Defined	2021-02-16
2020-09-30	$13,368,385	42,879	-7.8%	Shares	Defined	2020-11-06
2020-06-30	$13,710,455	46,484	+29.6%	Shares	Defined	2020-08-04
2020-03-31	$8,945,260	35,870	—	Shares	Defined	2020-05-12
No filing history on record for this holder in this stock.