Position in UNH
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$23,625,240
+$8,986,051 QoQ
Shares Held
56,842
+5.1% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#514
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 Jun 30, 2025CallValue
$31,400
CallShares
1,100
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, 2026Sequoia Financial Advisors, LLC holds $44,871,549 across 7 Healthcare Plans names. UNH ranks #1 (52.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
This page
|
56,842 | $23,625,240 | |
| 2 | ELV |
Elevance Health, Inc.
|
16,432 | $6,354,747 | |
| 3 | CVS |
CVS HEALTH Corp
|
55,759 | $5,768,268 | |
| 4 | CI |
Cigna Group
|
12,092 | $3,333,522 | |
| 5 | CNC |
Centene Corp
|
37,577 | $2,412,067 | |
| 6 | HUM |
Humana Inc
|
5,753 | $2,285,206 | |
| 7 | MOH |
Molina Healthcare, Inc.
|
4,777 | $1,092,499 |
All Filings in UNH
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28 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $23,625,240 | 56,842 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $14,639,189 | 54,101 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $19,047,677 | 57,701 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $18,692,124 | 54,133 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $31,197 | 100 | Call | Sole | 2025-07-25 | |
| 2025-06-30 | $203 | 1,000 | Call | Sole | 2025-07-25 | |
| 2025-06-30 | $16,134,152 | 51,717 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $27,386,887 | 52,290 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $14,747,842 | 29,154 | Shares | Sole | 2025-08-08 | |
| 2024-09-30 | $14,602,967 | 24,976 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $11,188,442 | 21,970 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $10,140,360 | 20,498 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $16,267,396 | 30,899 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $8,939,792 | 17,731 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $6,968,318 | 14,498 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $6,460,777 | 13,671 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $7,063,057 | 13,322 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $3,887,797 | 7,698 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $4,765,459 | 9,278 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $4,549,952 | 8,922 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $3,767,556 | 7,503 | Shares | Sole | 2022-02-22 | |
| 2021-09-30 | $731,074 | 1,871 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $1,695,863 | 4,235 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $1,486,791 | 3,996 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $1,341,351 | 3,825 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,095,871 | 3,515 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $876,296 | 2,971 | Shares | Sole | 2020-08-25 | |
| 2020-03-31 | $701,505 | 2,813 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||