Position in UNH
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$49,925,749
-$2,517,506 QoQ
Shares Held
184,507
+16.1% QoQ
Ownership
0.021%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in UNH Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Mar 31, 2026CWM, LLC holds $127,252,517 across 11 Healthcare Plans names. UNH ranks #1 (39.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
This page
|
184,507 | $49,925,749 | |
| 2 | CI |
Cigna Group
|
111,342 | $29,700,478 | |
| 3 | CNC |
Centene Corp
|
781,665 | $25,591,712 | |
| 4 | CVS |
CVS HEALTH Corp
|
146,447 | $10,517,823 | |
| 5 | MOH |
Molina Healthcare, Inc.
|
56,253 | $7,498,524 | |
| 6 | ELV |
Elevance Health, Inc.
|
6,803 | $1,991,578 | |
| 7 | ALHC |
Alignment Healthcare, Inc.
|
42,353 | $746,259 | |
| 8 | PGNY |
Progyny, Inc.
|
41,774 | $709,322 |
All Filings in UNH
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $49,925,749 | 184,507 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $52,443,255 | 158,866 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $55,416,161 | 160,487 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $41,635,828 | 133,461 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $61,466,252 | 117,358 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $54,876,198 | 108,481 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $58,044,107 | 99,275 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $50,300,119 | 98,771 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $43,447,027 | 87,825 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $42,364,514 | 80,469 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $36,690,914 | 72,772 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $32,431,184 | 67,475 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $28,624,303 | 60,569 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $32,531,314 | 61,359 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $32,582,150 | 64,514 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $33,027,949 | 64,303 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $34,958,953 | 68,551 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $81,910,583 | 163,123 | Shares | Sole | 2022-01-31 | |
| 2021-06-30 | $63,569,449 | 158,749 | Shares | Sole | 2021-09-15 | |
| 2021-03-31 | $59,065,740 | 158,749 | Shares | Sole | 2021-09-15 | |
| 2020-12-31 | $55,670,099 | 158,749 | Shares | Sole | 2021-09-15 | |
| 2020-09-30 | $49,493,175 | 158,749 | Shares | Sole | 2021-09-15 | |
| 2020-06-30 | $46,823,017 | 158,749 | Shares | Sole | 2021-09-15 | |
| 2020-03-31 | $39,588,825 | 158,749 | Shares | Sole | 2021-09-15 | |
| No filing history on record for this holder in this stock. | ||||||