Creative Planning

Position in UNH — Unitedhealth Group Inc

CIK 1540235 OVERLAND PARK, KS

Back to UNH Full portfolio

Position in UNH

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$145,391,529

+$62,415,106 QoQ

Shares Held

349,810

+14.1% QoQ

Ownership

0.039%

of shares outstanding

% of Portfolio

0.25%

of 13F equity value

Holder Rank

#201

of 3,349 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Common Shares in UNH Over Time

Shares Held

Position Value (USD)

Derivatives in UNH

reported options exposure · as of Sep 30, 2025

CallValue

$3,790

CallShares

100

PutValue

$159,115

PutShares

4,200

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

Creative Planning holds $303,589,088 across 11 Healthcare Plans names. UNH ranks #1 (47.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc This page	349,810	$145,391,529
2	CVS	CVS HEALTH Corp	332,113	$34,357,089
3	CI	Cigna Group	108,989	$30,046,086
4	CNC	Centene Corp	460,329	$29,548,517
5	HUM	Humana Inc	59,025	$23,445,910
6	ELV	Elevance Health, Inc.	51,889	$20,067,032
7	MOH	Molina Healthcare, Inc.	58,051	$13,276,262
8	PGNY	Progyny, Inc.	96,672	$2,787,053

All Filings in UNH

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43 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$145,391,529	349,810	+14.1%	Shares	Defined	2026-08-13
2026-03-31	$82,976,423	306,650	+5.6%	Shares	Defined	2026-05-12
2025-12-31	$95,886,390	290,468	+11.7%	Shares	Sole	2026-02-17
2025-09-30	$89,814,601	260,106	+9.5%	Shares	Sole	2025-11-14
2025-09-30	$159,115	4,200	0.0%	Put	Sole	2025-11-14
2025-09-30	$3,790	100	0.0%	Call	Sole	2025-11-14
2025-06-30	$1,310,274	4,200	-37.3%	Put	Sole	2025-08-08
2025-06-30	$3,240	100	-50.0%	Call	Sole	2025-08-08
2025-06-30	$74,108,784	237,551	+6.1%	Shares	Sole	2025-08-08
2025-03-31	$117,288,050	223,939	+8.0%	Shares	Sole	2025-05-15
2024-12-31	$104,874,389	207,319	-2.3%	Shares	Defined	2025-02-14
2024-09-30	$123,024,768	212,295	+7.4%	Shares	Defined	2024-10-11
2024-06-30	$3,713	200	-80.0%	Call	Sole	2024-08-15
2024-06-30	$13,311	6,700	0.0%	Put	Sole	2024-08-15
2024-06-30	$100,670,999	197,681	+4.0%	Shares	Defined	2024-08-15
2024-03-31	$20,795	6,700	-25.6%	Put	Sole	2024-05-13
2024-03-31	$94,019,218	190,053	-4.1%	Shares	Defined	2024-05-13
2023-12-31	$104,332,139	198,173	+6.1%	Shares	Defined	2024-02-14
2023-09-30	$94,156,977	186,749	+9.4%	Shares	Sole	2023-11-16
2023-09-30	$25,541	9,000	+87.5%	Put	Sole	2023-11-16
2023-06-30	$15,480	4,800	+14.3%	Put	Sole	2023-07-21
2023-06-30	$82,009,199	170,625	+2.3%	Shares	Defined	2023-07-21
2023-03-31	$14,675	1,000	+900.0%	Call	Sole	2023-05-15
2023-03-31	$78,827,538	166,799	+5.6%	Shares	Sole	2023-05-15
2023-03-31	$62,685	4,200	-17.6%	Put	Sole	2023-05-15
2022-12-31	$83,774,802	158,012	+13.6%	Shares	Sole	2023-02-10
2022-12-31	$21,038	5,100	0.0%	Put	Sole	2023-02-10
2022-09-30	$30,000	5,100	—	Put	Sole	2022-11-03
2022-09-30	$70,219,246	139,037	+0.3%	Shares	Sole	2022-11-03
2022-06-30	$71,165,491	138,554	+11.4%	Shares	Sole	2022-08-15
2022-03-31	$63,427,008	124,374	+23.3%	Shares	Sole	2022-05-16
2021-12-31	$50,647,848	100,864	+2.5%	Shares	Sole	2022-02-11
2021-09-30	$38,455,067	98,416	+4.2%	Shares	Sole	2021-11-10
2021-06-30	$37,808,342	94,417	-8.9%	Shares	Sole	2021-08-04
2021-03-31	$38,556,125	103,626	+6.2%	Shares	Sole	2021-04-30
2020-12-31	$34,215,847	97,570	+5.3%	Shares	Sole	2021-01-29
2020-12-31	$6,000	100	0.0%	Call	Sole	2021-01-29
2020-09-30	$4,000	100	0.0%	Call	Sole	2020-11-05
2020-09-30	$28,874,890	92,616	+8.3%	Shares	Sole	2020-11-05
2020-06-30	$3,000	100	-90.0%	Call	Sole	2020-07-23
2020-06-30	$25,219,404	85,504	-5.4%	Shares	Sole	2020-07-23
2020-03-31	$22,535,223	90,365	—	Shares	Sole	2020-05-05
2020-03-31	$29,000	1,000	—	Call	Sole	2020-05-05
No filing history on record for this holder in this stock.