Position in UNH
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$3,368,265
+$1,122,098 QoQ
Shares Held
8,104
-2.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#1,149
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, 2025CallValue
$207,180
CallShares
600
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, 2026NorthRock Partners, LLC holds $5,675,837 across 7 Healthcare Plans names. UNH ranks #1 (59.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
This page
|
8,104 | $3,368,265 | |
| 2 | CVS |
CVS HEALTH Corp
|
7,569 | $783,013 | |
| 3 | CI |
Cigna Group
|
2,543 | $701,054 | |
| 4 | ELV |
Elevance Health, Inc.
|
917 | $354,631 | |
| 5 | CNC |
Centene Corp
|
3,249 | $208,553 | |
| 6 | HUM |
Humana Inc
|
515 | $204,568 | |
| 7 | CLOV |
Clover Health Investments, Corp. /De
|
10,640 | $55,753 |
All Filings in UNH
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27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,368,265 | 8,104 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $2,246,167 | 8,301 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,246,068 | 6,804 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $207,180 | 600 | Call | Sole | 2025-11-14 | |
| 2025-09-30 | $6,112,500 | 17,702 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $3,640,065 | 11,668 | Shares | Sole | 2025-11-14 | |
| 2025-03-31 | $5,668,022 | 10,822 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $7,017,795 | 13,873 | Shares | Sole | 2025-04-22 | |
| 2024-09-30 | $9,212,218 | 15,756 | Shares | Sole | 2025-04-22 | |
| 2024-06-30 | $7,491,214 | 14,710 | Shares | Sole | 2025-04-22 | |
| 2024-03-31 | $6,407,354 | 12,952 | Shares | Sole | 2025-04-22 | |
| 2023-12-31 | $6,667,742 | 12,665 | Shares | Sole | 2025-04-22 | |
| 2023-09-30 | $3,298,915 | 6,543 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $2,811,744 | 5,850 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $3,230,625 | 6,836 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $4,106,244 | 7,745 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $3,888,302 | 7,699 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $3,876,879 | 7,548 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $3,716,151 | 7,287 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $3,337,724 | 6,647 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $2,497,610 | 6,392 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,593,751 | 3,980 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $1,313,035 | 3,529 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $1,491,442 | 4,253 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $1,426,347 | 4,575 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $1,314,887 | 4,458 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $1,164,853 | 4,671 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||