Position in UNH
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$1,972,330
-$433,841 QoQ
Shares Held
7,289
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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 Mar 31, 2026Richard Bernstein Advisors LLC holds $2,871,544 across 2 Healthcare Plans names. UNH ranks #1 (68.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
This page
|
7,289 | $1,972,330 | |
| 2 | CI |
Cigna Group
|
3,371 | $899,214 |
All Filings in UNH
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,972,330 | 7,289 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $2,406,171 | 7,289 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $2,783,118 | 8,060 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $6,289,315 | 20,160 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $10,566,132 | 20,174 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $10,654,423 | 21,062 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $12,314,530 | 21,062 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $11,455,294 | 22,494 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $11,127,287 | 22,493 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $11,841,889 | 22,493 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $8,825,845 | 17,505 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $9,559,929 | 19,890 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $9,399,815 | 19,890 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $10,545,280 | 19,890 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $11,568,951 | 22,907 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $12,509,458 | 24,355 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $12,415,729 | 24,346 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $12,225,100 | 24,346 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $6,693,376 | 17,130 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $6,500,742 | 16,234 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $6,040,184 | 16,234 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $10,622,447 | 30,291 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $9,443,825 | 30,291 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $8,934,330 | 30,291 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $12,339,073 | 49,479 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||