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OSAIC HOLDINGS, INC.

Position in UNH — Unitedhealth Group Inc

CIK 1677044 SCOTTSDALE, AZ

Position in UNH

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$137,495,805
+$53,290,093 QoQ
Shares Held
330,813
+6.3% QoQ
Ownership
0.037%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
#209
of 3,349 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 9% Shared 0% None 91%

Common Shares in UNH Over Time

Shares Held

Position Value (USD)

Position in Healthcare Plans

Healthcare · as of Jun 30, 2026

OSAIC HOLDINGS, INC. holds $250,813,468 across 11 Healthcare Plans names. UNH ranks #1 (54.8% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 UNH
Unitedhealth Group Inc
This page
330,813 $137,495,805

All Filings in UNH

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26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $137,495,805 330,813
2026-03-31 $84,205,712 311,193
2025-12-31 $99,957,637 302,801
2025-09-30 $116,846,410 338,391
2025-06-30 $86,806,275 278,252
2025-03-31 $108,170,087 206,530
2024-12-31 $131,632,863 260,216
2024-09-30 $135,876,705 232,395
2024-06-30 $125,071,196 245,594
2024-03-31 $145,351,267 293,817
2023-12-31 $209,450,822 397,840
2023-09-30 $247,824,000 491,529
2023-06-30 $181,107,066 376,804
2023-03-31 $175,059,620 370,426
2022-12-31 $191,537,591 361,269
2022-09-30 $170,177,265 336,958
2022-06-30 $166,571,232 324,302
2022-03-31 $146,810,202 309,186
2021-12-31 $149,869,704 298,462
2021-09-30 $108,920,725 278,755
2021-06-30 $109,002,566 272,207
2021-03-31 $100,019,108 268,818
2020-12-31 $89,934,687 256,458
2020-09-30 $78,422,932 251,541
2020-06-30 $69,355,421 235,143
2020-03-31 $56,485,482 415,469