Position in UNH
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$151,204,531
+$56,581,914 QoQ
Shares Held
363,796
+4.0% QoQ
Ownership
0.041%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#198
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, 2026CallValue
$332,504
CallShares
800
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, 2026Cetera Investment Advisers holds $282,280,202 across 10 Healthcare Plans names. UNH ranks #1 (53.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
This page
|
363,796 | $151,204,531 | |
| 2 | CVS |
CVS HEALTH Corp
|
478,271 | $49,477,134 | |
| 3 | ELV |
Elevance Health, Inc.
|
106,790 | $41,298,896 | |
| 4 | CI |
Cigna Group
|
89,768 | $24,747,242 | |
| 5 | CNC |
Centene Corp
|
120,245 | $7,718,526 | |
| 6 | HUM |
Humana Inc
|
7,730 | $3,070,510 | |
| 7 | MOH |
Molina Healthcare, Inc.
|
12,773 | $2,921,185 | |
| 8 | ALHC |
Alignment Healthcare, Inc.
|
51,153 | $1,217,952 |
All Filings in UNH
Export CSV
30 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $332,504 | 800 | Call | Sole | 2026-08-12 | |
| 2026-06-30 | $151,204,531 | 363,796 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $34,601 | 5,400 | Call | Sole | 2026-05-13 | |
| 2026-03-31 | $94,622,617 | 349,690 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $112,411,367 | 340,527 | Shares | Sole | 2026-02-17 | |
| 2025-12-31 | $50,400 | 800 | Call | Sole | 2026-02-17 | |
| 2025-09-30 | $118,962,756 | 344,520 | Shares | Sole | 2025-11-14 | |
| 2025-09-30 | $276,240 | 800 | Call | Sole | 2025-11-14 | |
| 2025-06-30 | $82,125,478 | 263,248 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $129,566,322 | 247,382 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $114,616,747 | 226,578 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $133,021,131 | 227,511 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $114,652,250 | 225,135 | Shares | Sole | 2024-08-22 | |
| 2024-03-31 | $118,560,296 | 239,661 | Shares | Sole | 2024-05-24 | |
| 2023-12-31 | $36,454,888 | 69,244 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $35,515,647 | 70,441 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $34,998,282 | 72,816 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $33,543,020 | 70,977 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $38,015,496 | 71,703 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $21,525,309 | 42,621 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $26,286,556 | 51,178 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $23,827,328 | 46,723 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $22,193,081 | 44,197 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $17,557,901 | 44,935 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $18,603,241 | 46,457 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $14,550,913 | 39,108 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $15,173,923 | 43,270 | Shares | Sole | 2021-02-17 | |
| 2020-09-30 | $3,015,751 | 9,673 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $2,943,895 | 9,981 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $2,696,545 | 10,813 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||