RITHOLTZ WEALTH MANAGEMENT

Position in UNH — Unitedhealth Group Inc

CIK 1698218 NEW YORK, NY

Back to UNH Full portfolio

Position in UNH

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$9,312,190

+$5,536,648 QoQ

Shares Held

22,405

+60.6% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.25%

of 13F equity value

Holder Rank

#771

of 3,349 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 1% Shared 0% None 99%

Common Shares in UNH Over Time

Shares Held

Position Value (USD)

Derivatives in UNH

reported options exposure · as of Dec 31, 2020

CallValue

$70,136

CallShares

200

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

RITHOLTZ WEALTH MANAGEMENT holds $15,964,439 across 6 Healthcare Plans names. UNH ranks #1 (58.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc This page	22,405	$9,312,190
2	CVS	CVS HEALTH Corp	25,820	$2,671,079
3	CI	Cigna Group	5,238	$1,444,011
4	HUM	Humana Inc	2,761	$1,096,724
5	ELV	Elevance Health, Inc.	2,430	$939,753
6	CNC	Centene Corp	7,800	$500,682

All Filings in UNH

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28 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$9,312,190	22,405	+60.6%	Shares	Sole	2026-08-11
2026-03-31	$3,775,542	13,953	-28.4%	Shares	Sole	2026-04-20
2025-12-31	$6,430,212	19,479	+8.5%	Shares	Sole	2026-01-23
2025-09-30	$6,199,170	17,953	+28.1%	Shares	Sole	2025-10-28
2025-06-30	$4,370,699	14,010	-23.9%	Shares	Sole	2025-07-28
2025-03-31	$9,640,142	18,406	+10.7%	Shares	Sole	2025-04-17
2024-12-31	$8,414,475	16,634	-9.6%	Shares	Sole	2025-01-15
2024-09-30	$10,752,849	18,391	+40.9%	Shares	Sole	2024-10-10
2024-06-30	$6,646,861	13,052	-18.0%	Shares	Sole	2024-08-01
2024-03-31	$7,871,171	15,911	-5.7%	Shares	Sole	2024-04-24
2023-12-31	$8,879,443	16,866	+19.4%	Shares	Sole	2024-01-18
2023-09-30	$7,120,171	14,122	-13.7%	Shares	Sole	2023-10-13
2023-06-30	$7,866,154	16,366	+75.6%	Shares	Sole	2023-07-17
2023-03-31	$4,403,593	9,318	-45.3%	Shares	Sole	2023-04-20
2022-12-31	$9,035,327	17,042	-14.0%	Shares	Sole	2023-01-19
2022-09-30	$10,009,892	19,820	+105.2%	Shares	Sole	2022-10-19
2022-06-30	$4,962,179	9,661	+7.7%	Shares	Sole	2022-07-15
2022-03-31	$4,573,920	8,969	+14.4%	Shares	Sole	2022-04-14
2021-12-31	$3,935,271	7,837	+4.1%	Shares	Sole	2022-01-18
2021-09-30	$2,941,881	7,529	+1.5%	Shares	Sole	2021-10-14
2021-06-30	$2,971,665	7,421	+16.2%	Shares	Sole	2021-07-20
2021-03-31	$2,375,294	6,384	-5.5%	Shares	Sole	2021-05-12
2020-12-31	$2,369,194	6,756	+138.4%	Shares	Sole	2021-01-19
2020-12-31	$70,136	200	-33.3%	Call	Sole	2021-01-19
2020-09-30	$18,000	300	—	Call	Sole	2020-10-23
2020-09-30	$883,556	2,834	+39.9%	Shares	Sole	2020-10-23
2020-06-30	$597,568	2,026	+23.5%	Shares	Sole	2020-07-15
2020-03-31	$408,983	1,640	—	Shares	Sole	2020-04-09
No filing history on record for this holder in this stock.