Position in UNH
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$4,743,169
+$1,981,799 QoQ
Shares Held
11,412
+11.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
#1,005
of 3,349 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 91%
Shared 9%
None 0%
Common Shares in UNH Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Belpointe Asset Management LLC holds $10,929,305 across 7 Healthcare Plans names. UNH ranks #1 (43.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
This page
|
11,412 | $4,743,169 | |
| 2 | HUM |
Humana Inc
|
3,940 | $1,565,046 | |
| 3 | CNC |
Centene Corp
|
20,690 | $1,328,091 | |
| 4 | CI |
Cigna Group
|
4,533 | $1,249,657 | |
| 5 | OSCR |
Oscar Health, Inc.
|
42,487 | $1,211,729 | |
| 6 | CVS |
CVS HEALTH Corp
|
5,493 | $568,250 | |
| 7 | ELV |
Elevance Health, Inc.
|
681 | $263,363 |
All Filings in UNH
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,743,169 | 11,412 | Shares | Other | 2026-07-31 | |
| 2026-03-31 | $2,761,370 | 10,205 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $3,145,288 | 9,528 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $3,123,929 | 9,047 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $3,483,145 | 11,165 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $4,773,457 | 9,114 | Shares | Other | 2025-05-20 | |
| 2024-12-31 | $4,451,062 | 8,799 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $5,122,381 | 8,761 | Shares | Other | 2024-11-13 | |
| 2024-06-30 | $4,532,923 | 8,901 | Shares | Other | 2024-08-02 | |
| 2024-03-31 | $4,283,607 | 8,659 | Shares | Other | 2024-05-08 | |
| 2023-12-31 | $4,103,833 | 7,795 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $3,843,440 | 7,623 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $3,139,059 | 6,531 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $7,226,846 | 15,292 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $7,066,239 | 13,328 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $6,057,954 | 11,995 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $5,493,272 | 10,695 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $5,783,059 | 11,340 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $5,556,179 | 11,065 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $4,503,669 | 11,526 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $4,616,672 | 11,529 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $3,959,568 | 10,642 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $4,123,295 | 11,758 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $3,218,401 | 10,323 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $2,987,253 | 10,128 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $2,265,617 | 9,085 | Shares | Sole | 2020-07-20 | |
| No filing history on record for this holder in this stock. | ||||||