Aptus Capital Advisors, LLC

Position in UNH — Unitedhealth Group Inc

CIK 1664193 FAIRHOPE, AL

Back to UNH Full portfolio

Position in UNH

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$29,537,992

+$13,898,432 QoQ

Shares Held

71,068

+23.0% QoQ

Ownership

0.008%

of shares outstanding

% of Portfolio

0.40%

of 13F equity value

Holder Rank

#466

of 3,349 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 91% Shared 0% None 9%

Common Shares in UNH Over Time

Shares Held

Position Value (USD)

Derivatives in UNH

reported options exposure · as of Mar 31, 2021

CallValue

$65,112,250

CallShares

175,000

PutValue

PutShares

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

Aptus Capital Advisors, LLC holds $50,005,336 across 6 Healthcare Plans names. UNH ranks #1 (59.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc This page	71,068	$29,537,992
2	ELV	Elevance Health, Inc.	22,818	$8,824,405
3	CVS	CVS HEALTH Corp	69,219	$7,160,705
4	CI	Cigna Group	13,525	$3,728,572
5	CNC	Centene Corp	7,824	$502,222
6	HUM	Humana Inc	633	$251,440

All Filings in UNH

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30 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$29,537,992	71,068	+23.0%	Shares	Sole	2026-08-12
2026-03-31	$15,639,560	57,798	-17.7%	Shares	Other	2026-05-11
2025-12-31	$23,175,371	70,205	+1.0%	Shares	Sole	2026-02-13
2025-09-30	$23,997,658	69,498	-5.8%	Shares	Sole	2025-11-12
2025-06-30	$23,004,355	73,739	-12.5%	Shares	Sole	2025-08-11
2025-03-31	$44,117,033	84,233	+8.7%	Shares	Sole	2025-05-13
2024-12-31	$39,187,455	77,467	+24.4%	Shares	Sole	2025-02-14
2024-09-30	$36,420,886	62,292	+17.6%	Shares	Sole	2024-11-05
2024-06-30	$26,971,427	52,962	+16.7%	Shares	Sole	2024-07-31
2024-03-31	$22,451,959	45,385	+6.1%	Shares	Sole	2024-05-15
2023-12-31	$22,524,492	42,784	-2.7%	Shares	Sole	2024-02-13
2023-09-30	$22,159,150	43,950	+6.3%	Shares	Other	2023-11-08
2023-06-30	$19,870,618	41,342	-10.0%	Shares	Sole	2023-08-11
2023-03-31	$21,699,914	45,917	-6.5%	Shares	Sole	2023-05-09
2022-12-31	$26,045,622	49,126	-1.1%	Shares	Sole	2023-02-13
2022-09-30	$25,083,821	49,667	+12.5%	Shares	Sole	2022-11-02
2022-06-30	$22,670,600	44,138	-0.6%	Shares	Sole	2022-07-29
2022-03-31	$22,646,237	44,407	+10.0%	Shares	Sole	2022-05-04
2021-12-31	$20,263,859	40,355	+7.3%	Shares	Sole	2022-02-02
2021-09-30	$14,690,260	37,596	+14.9%	Shares	Sole	2021-10-27
2021-06-30	$13,104,798	32,726	+11.3%	Shares	Sole	2021-07-27
2021-03-31	$10,941,833	29,408	+3.8%	Shares	Sole	2021-05-06
2021-03-31	$65,112,250	175,000	+177.8%	Call	Sole	2021-05-06
2020-12-31	$9,932,309	28,323	+22.6%	Shares	Sole	2021-02-10
2020-12-31	$22,092,840	63,000	+20.7%	Call	Sole	2021-02-10
2020-09-30	$16,274,394	52,200	—	Call	Sole	2020-10-19
2020-09-30	$7,203,757	23,106	+4.6%	Shares	Sole	2020-10-19
2020-06-30	$6,513,085	22,082	+6.7%	Shares	Sole	2020-07-22
2020-06-30	$22,416,200	76,000	—	Put	Sole	2020-07-22
2020-03-31	$5,163,412	20,705	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.