Skip to main content

Vivaldi Capital Management LP

Position in UNH — Unitedhealth Group Inc

CIK 1682021 CHICAGO, IL

Position in UNH

as of Mar 31, 2026 · filed May 14, 2026
Position Value
$597,733
-$174,724 QoQ
Shares Held
2,209
-5.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in UNH Over Time

Shares Held

Position Value (USD)

Position in Healthcare Plans

Healthcare · as of Mar 31, 2026

Vivaldi Capital Management LP holds $7,183,627 across 2 Healthcare Plans names. UNH ranks #2 (8.3% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 UNH
Unitedhealth Group Inc
This page
2,209 $597,733

All Filings in UNH

Export CSV
25 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $597,733 2,209
2025-12-31 $772,457 2,340
2025-09-30 $815,598 2,362
2025-06-30 $747,480 2,396
2025-03-31 $1,363,321 2,603
2024-12-31 $1,256,050 2,483
2024-09-30 $1,425,449 2,438
2024-06-30 $1,164,677 2,287
2024-03-31 $1,144,241 2,313
2023-12-31 $1,137,175 2,160
2023-09-30 $1,251,903 2,483
2023-06-30 $1,230,919 2,561
2023-03-31 $1,134,688 2,401
2022-12-31 $1,374,226 2,592
2022-09-30 $1,223,206 2,422
2022-06-30 $1,370,364 2,668
2022-03-31 $1,313,682 2,576
2021-12-31 $1,403,481 2,795
2021-09-30 $933,477 2,389
2021-06-30 $956,651 2,389
2021-03-31 $904,874 2,432
2020-12-31 $981,202 2,798
2020-09-30 $950,274 3,048
2020-06-30 $935,876 3,173
2020-03-31 $887,294 3,558