Position in UNH
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$794,684
+$277,316 QoQ
Shares Held
1,912
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#1,986
of 3,349 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UNH Over Time
Shares Held
Position Value (USD)
Derivatives in UNH
reported options exposure · as of Mar 31, 2026CallValue
$27,059
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, 2026Peak Asset Management, LLC holds $2,318,727 across 3 Healthcare Plans names. UNH ranks #2 (34.3% of the industry book) .
All Filings in UNH
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30 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $794,684 | 1,912 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $517,368 | 1,912 | Shares | Sole | 2026-05-15 | |
| 2026-03-31 | $27,059 | 100 | Call | Sole | 2026-05-15 | |
| 2025-12-31 | $33,011 | 100 | Call | Sole | 2026-02-05 | |
| 2025-12-31 | $631,170 | 1,912 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $670,572 | 1,942 | Shares | Sole | 2025-11-13 | |
| 2025-09-30 | $34,530 | 100 | Call | Sole | 2025-11-13 | |
| 2025-06-30 | $62,394 | 200 | Call | Sole | 2025-08-14 | |
| 2025-06-30 | $1,589,175 | 5,094 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,068,973 | 2,041 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $1,030,436 | 2,037 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,190,993 | 2,037 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $1,037,362 | 2,037 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,034,417 | 2,091 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $1,135,069 | 2,156 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $1,115,268 | 2,212 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,143,442 | 2,379 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,131,380 | 2,394 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $1,225,245 | 2,311 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $1,251,489 | 2,478 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,259,934 | 2,453 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $1,266,255 | 2,483 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $1,396,451 | 2,781 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,111,655 | 2,845 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,337,870 | 3,341 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $1,223,738 | 3,289 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $1,159,698 | 3,307 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,065,629 | 3,418 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $866,563 | 2,938 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $721,705 | 2,894 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||