Valeo Financial Advisors, LLC

Position in UNH — Unitedhealth Group Inc

CIK 1722641 CARMEL, IN

Back to UNH Full portfolio

Position in UNH

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$6,695,799

+$2,320,089 QoQ

Shares Held

16,110

-0.4% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.28%

of 13F equity value

Holder Rank

#872

of 3,349 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Common Shares in UNH Over Time

Shares Held

Position Value (USD)

Derivatives in UNH

reported options exposure · as of Sep 30, 2025

CallValue

$276,240

CallShares

800

PutValue

$2,232

PutShares

800

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

Valeo Financial Advisors, LLC holds $12,710,978 across 6 Healthcare Plans names. UNH ranks #1 (52.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc This page	16,110	$6,695,799
2	CVS	CVS HEALTH Corp	24,477	$2,532,145
3	ELV	Elevance Health, Inc.	4,670	$1,806,029
4	CI	Cigna Group	3,314	$913,603
5	CNC	Centene Corp	7,524	$482,965
6	HUM	Humana Inc	706	$280,437

All Filings in UNH

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29 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,695,799	16,110	-0.4%	Shares	Sole	2026-07-08
2026-03-31	$4,375,710	16,171	-26.3%	Shares	Sole	2026-05-08
2025-12-31	$7,238,982	21,929	-2.8%	Shares	Sole	2026-02-04
2025-09-30	$276,240	800	—	Call	Sole	2025-11-03
2025-09-30	$2,232	800	-60.0%	Put	Sole	2025-11-03
2025-09-30	$7,787,550	22,553	+11.8%	Shares	Sole	2025-11-03
2025-06-30	$6,293,370	20,173	+45.4%	Shares	Sole	2025-09-12
2025-03-31	$7,266,507	13,874	-0.8%	Shares	Sole	2025-04-30
2024-12-31	$7,071,416	13,979	-6.1%	Shares	Sole	2025-01-30
2024-09-30	$8,708,223	14,894	-1.1%	Shares	Sole	2024-10-10
2024-06-30	$7,671,492	15,064	+9.0%	Shares	Sole	2024-07-10
2024-03-31	$6,835,764	13,818	-4.5%	Shares	Sole	2024-04-25
2023-12-31	$7,621,179	14,476	+3.3%	Shares	Sole	2024-01-29
2023-09-30	$7,067,735	14,018	+20.5%	Shares	Sole	2023-10-20
2023-06-30	$5,592,727	11,636	-10.6%	Shares	Sole	2023-07-14
2023-03-31	$6,148,395	13,010	+32.8%	Shares	Sole	2023-04-17
2022-12-31	$5,194,703	9,798	+20.8%	Shares	Sole	2023-02-09
2022-09-30	$4,097,894	8,114	+13.4%	Shares	Sole	2022-10-31
2022-06-30	$3,676,049	7,157	-26.3%	Shares	Sole	2022-08-03
2022-03-31	$4,954,868	9,716	+28.9%	Shares	Sole	2022-04-28
2021-12-31	$3,785,633	7,539	+9.8%	Shares	Sole	2022-01-07
2021-09-30	$781,480	2,000	—	Put	Sole	2021-11-02
2021-09-30	$2,683,602	6,868	+17.4%	Shares	Sole	2021-11-02
2021-06-30	$2,341,773	5,848	+7.7%	Shares	Sole	2021-07-22
2021-03-31	$2,020,340	5,430	+5.8%	Shares	Sole	2021-04-12
2020-12-31	$1,799,339	5,131	-1.2%	Shares	Sole	2021-02-11
2020-09-30	$1,619,645	5,195	-31.2%	Shares	Sole	2020-10-28
2020-06-30	$2,228,052	7,554	+8.3%	Shares	Sole	2020-07-20
2020-03-31	$1,739,176	6,974	—	Shares	Sole	2020-04-13
No filing history on record for this holder in this stock.