Position in UNH
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$221,115
+$43,917 QoQ
Shares Held
532
-6.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#2,963
of 3,349 holders
Holding Since
Mar 2020
23 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 Jun 30, 2025CallValue
$31,197
CallShares
100
PutValue
$0
PutShares
0
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, 2026TCI Wealth Advisors, Inc. holds $1,467,997 across 2 Healthcare Plans names. UNH ranks #2 (15.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVS |
CVS HEALTH Corp
|
12,053 | $1,246,882 | |
| 2 | UNH |
Unitedhealth Group Inc
This page
|
532 | $221,115 |
All Filings in UNH
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $221,115 | 532 | Shares | Sole | 2026-07-29 | |
| 2025-06-30 | $177,198 | 568 | Shares | Sole | 2025-07-16 | |
| 2025-06-30 | $31,197 | 100 | Call | Sole | 2025-07-16 | |
| 2025-03-31 | $493,896 | 943 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $767,389 | 1,517 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $1,018,512 | 1,742 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $904,445 | 1,776 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $901,838 | 1,823 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $905,001 | 1,719 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $885,357 | 1,756 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $813,242 | 1,692 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $841,682 | 1,781 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $929,405 | 1,753 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $861,093 | 1,705 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $895,257 | 1,743 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $852,669 | 1,672 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $848,616 | 1,690 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $613,071 | 1,569 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $479,727 | 1,198 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $434,949 | 1,169 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $354,537 | 1,011 | Shares | Sole | 2021-01-21 | |
| 2020-09-30 | $284,646 | 913 | Shares | Sole | 2020-10-20 | |
| 2020-06-30 | $264,570 | 897 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $235,913 | 946 | Shares | Sole | 2020-04-14 | |
| No filing history on record for this holder in this stock. | ||||||