EXENCIAL WEALTH ADVISORS, LLC

Position in UNH — Unitedhealth Group Inc

CIK 1576151 OKLAHOMA CITY, OK

Back to UNH Full portfolio

Position in UNH

as of Mar 31, 2026 · filed Apr 28, 2026 Compact

Position Value

$6,609,160

-$1,348,471 QoQ

Shares Held

24,425

+1.3% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.42%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 97% Shared 0% None 3%

Common Shares in UNH Over Time

Shares Held

Position Value (USD)

Derivatives in UNH

reported options exposure · as of Dec 31, 2021

CallValue

CallShares

PutValue

$200,856

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 Mar 31, 2026

EXENCIAL WEALTH ADVISORS, LLC holds $12,759,293 across 5 Healthcare Plans names. UNH ranks #1 (51.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc This page	24,425	$6,609,160
2	CVS	CVS HEALTH Corp	38,212	$2,744,385
3	CI	Cigna Group	6,559	$1,749,613
4	HUM	Humana Inc	6,455	$1,119,232
5	ELV	Elevance Health, Inc.	1,834	$536,903

All Filings in UNH

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28 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$6,609,160	24,425	+1.3%	Shares	Sole	2026-04-28
2025-12-31	$7,957,631	24,106	-43.7%	Shares	Sole	2026-01-30
2025-09-30	$14,776,768	42,794	-5.0%	Shares	Sole	2025-10-27
2025-06-30	$14,051,128	45,040	-27.4%	Shares	Sole	2025-07-30
2025-03-31	$32,473,547	62,002	-6.9%	Shares	Sole	2025-05-09
2024-12-31	$33,672,570	66,565	-12.8%	Shares	Sole	2025-02-06
2024-09-30	$44,631,547	76,335	-2.2%	Shares	Sole	2024-10-31
2024-06-30	$39,731,446	78,018	+9.4%	Shares	Sole	2024-08-12
2024-03-31	$35,273,099	71,302	+18.6%	Shares	Sole	2024-05-10
2023-12-31	$31,639,794	60,098	+1.3%	Shares	Sole	2024-02-13
2023-09-30	$29,922,163	59,347	-1.1%	Shares	Sole	2023-11-08
2023-06-30	$28,839,841	60,003	+25.7%	Shares	Sole	2023-08-10
2023-03-31	$22,551,049	47,718	+2.7%	Shares	Sole	2023-05-02
2022-12-31	$24,634,283	46,464	+13.3%	Shares	Sole	2023-02-14
2022-09-30	$20,711,690	41,010	+7.6%	Shares	Sole	2022-11-08
2022-06-30	$19,572,384	38,106	+4.5%	Shares	Sole	2022-08-11
2022-03-31	$18,592,486	36,458	+103.1%	Shares	Sole	2022-05-12
2021-12-31	$9,012,910	17,949	-5.9%	Shares	Sole	2022-02-10
2021-12-31	$200,856	400	+9900.0%	Put	Sole	2022-02-10
2021-09-30	$7,452,193	19,072	-12.0%	Shares	Sole	2021-11-04
2021-06-30	$8,677,534	21,670	-0.0%	Shares	Sole	2021-08-16
2021-03-31	$8,063,128	21,671	+1.9%	Shares	Sole	2021-05-06
2020-12-31	$1,402	4	-99.7%	Put	Sole	2021-02-11
2020-12-31	$7,460,015	21,273	-50.9%	Shares	Sole	2021-02-11
2020-09-30	$13,512,111	43,340	+90.2%	Shares	Sole	2020-11-13
2020-09-30	$374,124	1,200	—	Put	Sole	2020-11-13
2020-06-30	$6,721,615	22,789	+1483.7%	Shares	Sole	2020-08-17
2020-03-31	$358,857	1,439	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.