MISSION WEALTH MANAGEMENT, LP

Position in UNH — Unitedhealth Group Inc

CIK 1645382 Santa Barbara, CA

Back to UNH Full portfolio

Position in UNH

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$7,874,525

+$3,884,676 QoQ

Shares Held

18,946

+28.5% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.27%

of 13F equity value

Holder Rank

#813

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, 2025

CallValue

$62,394

CallShares

200

PutValue

$623,940

PutShares

2,000

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, 2026

MISSION WEALTH MANAGEMENT, LP holds $14,700,990 across 7 Healthcare Plans names. UNH ranks #1 (53.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc This page	18,946	$7,874,525
2	ELV	Elevance Health, Inc.	7,540	$2,915,944
3	CNC	Centene Corp	21,663	$1,390,547
4	CVS	CVS HEALTH Corp	7,342	$759,529
5	CI	Cigna Group	2,583	$712,081
6	MOH	Molina Healthcare, Inc.	2,604	$595,534
7	HUM	Humana Inc	1,140	$452,830

All Filings in UNH

Export CSV

46 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,874,525	18,946	+28.5%	Shares	Sole	2026-07-20
2026-03-31	$3,989,849	14,745	-2.7%	Shares	Sole	2026-05-15
2025-12-31	$5,000,176	15,147	-5.6%	Shares	Sole	2026-02-05
2025-09-30	$5,542,065	16,050	-7.5%	Shares	Sole	2025-11-04
2025-06-30	$5,412,679	17,350	-19.8%	Shares	Sole	2025-08-05
2025-06-30	$623,940	2,000	+900.0%	Put	Sole	2025-08-05
2025-06-30	$62,394	200	—	Call	Sole	2025-08-05
2025-03-31	$11,326,617	21,626	+1.1%	Shares	Sole	2025-04-17
2025-03-31	$104,750	200	-66.7%	Put	Sole	2025-04-17
2024-12-31	$10,816,804	21,383	+1.1%	Shares	Sole	2025-02-06
2024-09-30	$350,808	600	+20.0%	Put	Sole	2024-10-31
2024-09-30	$12,364,812	21,148	-3.4%	Shares	Sole	2024-10-31
2024-06-30	$11,149,229	21,893	-12.6%	Shares	Sole	2024-08-05
2024-06-30	$254,630	500	-37.5%	Put	Sole	2024-08-05
2024-03-31	$395,760	800	-20.0%	Put	Sole	2024-04-30
2024-03-31	$12,391,739	25,049	+20.5%	Shares	Sole	2024-04-30
2023-12-31	$526,470	1,000	-50.0%	Put	Sole	2024-02-05
2023-12-31	$10,947,943	20,795	-2.5%	Shares	Sole	2024-02-05
2023-09-30	$10,754,876	21,331	-4.4%	Shares	Sole	2023-10-24
2023-09-30	$1,008,380	2,000	+42.9%	Put	Sole	2023-10-24
2023-06-30	$10,723,078	22,310	-1.6%	Shares	Sole	2023-08-04
2023-06-30	$672,896	1,400	-57.6%	Put	Sole	2023-08-04
2023-03-31	$10,714,087	22,671	+2.1%	Shares	Sole	2023-04-07
2023-03-31	$1,559,547	3,300	-46.8%	Put	Sole	2023-04-07
2022-12-31	$3,287,116	6,200	+8.8%	Put	Sole	2023-02-02
2022-12-31	$11,772,646	22,205	+4.6%	Shares	Sole	2023-02-02
2022-09-30	$2,878,728	5,700	+23.9%	Put	Sole	2022-10-12
2022-09-30	$10,723,009	21,232	-1.4%	Shares	Sole	2022-10-12
2022-06-30	$2,362,698	4,600	—	Put	Sole	2022-07-27
2022-06-30	$11,064,103	21,541	+21.2%	Shares	Sole	2022-07-27
2022-03-31	$2,090,877	4,100	-38.8%	Put	Sole	2022-04-25
2022-03-31	$9,065,736	17,777	-11.6%	Shares	Sole	2022-04-25
2021-12-31	$3,364,338	6,700	-20.2%	Put	Sole	2022-02-11
2021-12-31	$10,100,546	20,115	+36.8%	Shares	Sole	2022-02-11
2021-09-30	$5,743,487	14,699	+86.0%	Shares	Sole	2021-11-05
2021-09-30	$3,282,216	8,400	+1580.0%	Put	Sole	2021-11-05
2021-06-30	$200,220	500	—	Put	Sole	2021-08-10
2021-06-30	$3,165,077	7,904	+0.3%	Shares	Sole	2021-08-10
2021-03-31	$186,035	500	0.0%	Call	Sole	2021-05-10
2021-03-31	$2,933,027	7,883	+12.8%	Shares	Sole	2021-05-10
2020-12-31	$2,451,603	6,991	+7.0%	Shares	Sole	2021-01-19
2020-12-31	$175,340	500	0.0%	Call	Sole	2021-01-19
2020-09-30	$2,037,728	6,536	+18.2%	Shares	Sole	2020-10-16
2020-09-30	$155,885	500	—	Call	Sole	2020-10-16
2020-06-30	$1,630,778	5,529	-16.4%	Shares	Sole	2020-08-03
2020-03-31	$1,649,898	6,616	—	Shares	Sole	2020-04-27
No filing history on record for this holder in this stock.