Position in UNH
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$80,820,046
+$40,045,417 QoQ
Shares Held
194,452
+29.0% QoQ
Ownership
0.022%
of shares outstanding
% of Portfolio
0.72%
of 13F equity value
Holder Rank
#287
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 Sep 30, 2021CallValue
$0
CallShares
0
PutValue
$48,000
PutShares
9,000
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, 2026AE Wealth Management LLC holds $118,442,274 across 6 Healthcare Plans names. UNH ranks #1 (68.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
This page
|
194,452 | $80,820,046 | |
| 2 | CVS |
CVS HEALTH Corp
|
270,721 | $28,006,052 | |
| 3 | CI |
Cigna Group
|
24,173 | $6,663,985 | |
| 4 | ELV |
Elevance Health, Inc.
|
3,936 | $1,522,150 | |
| 5 | CNC |
Centene Corp
|
14,469 | $928,744 | |
| 6 | MOH |
Molina Healthcare, Inc.
|
2,192 | $501,297 |
All Filings in UNH
Export CSV
33 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $80,820,046 | 194,452 | Shares | Other | 2026-08-03 | |
| 2026-03-31 | $40,774,629 | 150,688 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $17,355,833 | 52,576 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $41,318,569 | 119,660 | Shares | Other | 2025-11-03 | |
| 2025-06-30 | $36,726,019 | 117,723 | Shares | Other | 2025-08-06 | |
| 2025-03-31 | $85,680,772 | 163,591 | Shares | Other | 2025-05-06 | |
| 2024-12-31 | $75,899,720 | 150,041 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $73,653,297 | 125,972 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $62,706,697 | 123,133 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $45,580,657 | 92,138 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $81,302,761 | 154,430 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $74,005,007 | 146,780 | Shares | Other | 2023-10-11 | |
| 2023-06-30 | $64,057,776 | 133,276 | Shares | Other | 2023-07-10 | |
| 2023-03-31 | $59,065,243 | 124,982 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $59,256,097 | 111,766 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $50,118,654 | 99,237 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $47,476,875 | 92,434 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $44,902,348 | 88,049 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $38,544,768 | 76,761 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $48,000 | 9,000 | Put | Sole | 2021-11-01 | |
| 2021-09-30 | $25,600,503 | 65,518 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $45,000 | 9,000 | Put | Sole | 2021-07-21 | |
| 2021-06-30 | $25,065,541 | 62,595 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $140,000 | 9,000 | Put | Sole | 2021-04-27 | |
| 2021-03-31 | $23,892,475 | 64,215 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $25,746,574 | 73,419 | Shares | Sole | 2021-02-01 | |
| 2020-12-31 | $596,156 | 1,700 | Put | Sole | 2021-02-01 | |
| 2020-09-30 | $2,000 | 1,700 | Put | Sole | 2020-11-06 | |
| 2020-09-30 | $23,784,309 | 76,288 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $20,127,093 | 68,239 | Shares | Sole | 2020-08-05 | |
| 2020-06-30 | $10,000 | 1,700 | Put | Sole | 2020-08-05 | |
| 2020-03-31 | $26,000 | 1,700 | Put | Sole | 2020-05-07 | |
| 2020-03-31 | $14,073,261 | 56,433 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||