Position in UNH
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$81,254,001
+$28,963,296 QoQ
Shares Held
195,496
+1.2% QoQ
Ownership
0.022%
of shares outstanding
% of Portfolio
0.52%
of 13F equity value
Holder Rank
#285
of 3,349 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 37%
Shared 0%
None 63%
Common Shares in UNH Over Time
Shares Held
Position Value (USD)
Derivatives in UNH
reported options exposure · as of Jun 30, 2026CallValue
$83,126
CallShares
200
PutValue
$10,016,683
PutShares
24,100
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, 2026Lido Advisors, LLC holds $104,460,634 across 8 Healthcare Plans names. UNH ranks #1 (77.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
This page
|
195,496 | $81,254,001 | |
| 2 | CI |
Cigna Group
|
26,740 | $7,371,681 | |
| 3 | CVS |
CVS HEALTH Corp
|
55,999 | $5,793,094 | |
| 4 | ELV |
Elevance Health, Inc.
|
10,877 | $4,206,461 | |
| 5 | CNC |
Centene Corp
|
45,022 | $2,889,961 | |
| 6 | HUM |
Humana Inc
|
5,433 | $2,158,096 | |
| 7 | MOH |
Molina Healthcare, Inc.
|
3,202 | $732,297 | |
| 8 | OSCR |
Oscar Health, Inc.
|
1,930 | $55,043 |
All Filings in UNH
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50 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,016,683 | 24,100 | Put | Sole | 2026-08-07 | |
| 2026-06-30 | $83,126 | 200 | Call | Sole | 2026-08-07 | |
| 2026-06-30 | $81,254,001 | 195,496 | Shares | Defined | 2026-08-07 | |
| 2026-03-31 | $54,118 | 200 | Call | Sole | 2026-05-13 | |
| 2026-03-31 | $52,290,705 | 193,247 | Shares | Defined | 2026-05-13 | |
| 2026-03-31 | $5,222,387 | 19,300 | Put | Sole | 2026-05-13 | |
| 2025-12-31 | $66,380,829 | 201,087 | Shares | Defined | 2026-02-10 | |
| 2025-12-31 | $1,683,561 | 5,100 | Call | Sole | 2026-02-10 | |
| 2025-12-31 | $6,074,024 | 18,400 | Put | Sole | 2026-02-10 | |
| 2025-09-30 | $1,761,030 | 5,100 | Call | Sole | 2025-11-14 | |
| 2025-09-30 | $69,286,514 | 200,656 | Shares | Defined | 2025-11-14 | |
| 2025-09-30 | $6,353,520 | 18,400 | Put | Sole | 2025-11-14 | |
| 2025-06-30 | $53,721,856 | 172,202 | Shares | Defined | 2025-08-13 | |
| 2025-06-30 | $7,362,492 | 23,600 | Put | Sole | 2025-08-13 | |
| 2025-06-30 | $873,516 | 2,800 | Call | Sole | 2025-08-13 | |
| 2025-03-31 | $3,194,875 | 6,100 | Put | Sole | 2025-05-15 | |
| 2025-03-31 | $88,340,911 | 168,670 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $6,525,594 | 12,900 | Put | Sole | 2025-02-14 | |
| 2024-12-31 | $74,796,457 | 147,860 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $11,927,472 | 20,400 | Put | Sole | 2024-11-14 | |
| 2024-09-30 | $70,964,363 | 121,373 | Shares | Defined | 2024-11-14 | |
| 2024-09-30 | $350,808 | 600 | Call | Sole | 2024-11-14 | |
| 2024-06-30 | $8,148,160 | 16,000 | Put | Sole | 2024-08-15 | |
| 2024-06-30 | $60,740,966 | 119,273 | Shares | Defined | 2024-08-15 | |
| 2024-06-30 | $662,038 | 1,300 | Call | Sole | 2024-08-15 | |
| 2024-03-31 | $54,994,313 | 111,167 | Shares | Defined | 2024-05-15 | |
| 2024-03-31 | $8,212,020 | 16,600 | Put | Sole | 2024-05-15 | |
| 2024-03-31 | $643,110 | 1,300 | Call | Sole | 2024-05-15 | |
| 2023-12-31 | $61,878,650 | 117,535 | Shares | Defined | 2024-02-14 | |
| 2023-12-31 | $8,476,167 | 16,100 | Put | Defined | 2024-02-14 | |
| 2023-12-31 | $684,411 | 1,300 | Call | Sole | 2024-02-14 | |
| 2023-09-30 | $352,933 | 700 | Call | Sole | 2023-11-14 | |
| 2023-09-30 | $53,012,553 | 105,144 | Shares | Defined | 2023-11-14 | |
| 2023-09-30 | $6,403,213 | 12,700 | Put | Sole | 2023-11-14 | |
| 2023-06-30 | $49,883,702 | 103,786 | Shares | Defined | 2023-08-09 | |
| 2023-06-30 | $5,815,744 | 12,100 | Put | Sole | 2023-08-09 | |
| 2023-06-30 | $336,448 | 700 | Call | Sole | 2023-08-09 | |
| 2023-03-31 | $6,049,152 | 12,800 | Put | Sole | 2023-05-15 | |
| 2023-03-31 | $47,097,846 | 99,659 | Shares | Defined | 2023-05-15 | |
| 2023-03-31 | $94,518 | 200 | Call | Sole | 2023-05-15 | |
| 2022-12-31 | $636,216 | 1,200 | Call | Sole | 2023-02-14 | |
| 2022-12-31 | $49,557,515 | 93,473 | Shares | Sole | 2023-02-14 | |
| 2022-12-31 | $9,861,348 | 18,600 | Put | Sole | 2023-02-14 | |
| 2022-09-30 | $606,048 | 1,200 | Call | Sole | 2022-11-14 | |
| 2022-09-30 | $42,631,435 | 84,412 | Shares | Defined | 2022-11-14 | |
| 2022-09-30 | $6,919,048 | 13,700 | Put | Sole | 2022-11-14 | |
| 2022-06-30 | $40,442,712 | 78,739 | Shares | Sole | 2022-08-15 | |
| 2022-06-30 | $6,317,649 | 12,300 | Put | Sole | 2022-08-15 | |
| 2022-03-31 | $35,956,964 | 70,508 | Shares | Sole | 2022-05-17 | |
| 2022-03-31 | $4,589,730 | 9,000 | Put | Sole | 2022-05-17 | |
| No filing history on record for this holder in this stock. | ||||||