Position in UNH
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,745,651
+$1,335,336 QoQ
Shares Held
6,606
+26.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#1,248
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 Jun 30, 2026CallValue
$83,126
CallShares
200
PutValue
$0
PutShares
0
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, 2026Larson Financial Group LLC holds $6,870,050 across 10 Healthcare Plans names. UNH ranks #1 (40.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
This page
|
6,606 | $2,745,651 | |
| 2 | CI |
Cigna Group
|
6,904 | $1,903,294 | |
| 3 | CVS |
CVS HEALTH Corp
|
8,700 | $900,015 | |
| 4 | ELV |
Elevance Health, Inc.
|
1,765 | $682,578 | |
| 5 | CNC |
Centene Corp
|
5,603 | $359,656 | |
| 6 | MOH |
Molina Healthcare, Inc.
|
662 | $151,399 | |
| 7 | ALHC |
Alignment Healthcare, Inc.
|
1,899 | $45,215 | |
| 8 | OSCR |
Oscar Health, Inc.
|
1,456 | $41,525 |
All Filings in UNH
Export CSV
28 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $83,126 | 200 | Call | Sole | 2026-08-14 | |
| 2026-06-30 | $2,745,651 | 6,606 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,410,315 | 5,212 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,908,365 | 5,781 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $34,530 | 100 | Call | Sole | 2025-11-14 | |
| 2025-09-30 | $1,978,569 | 5,730 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,102,677 | 6,740 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $5,881,188 | 11,229 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $6,586,297 | 13,020 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $7,417,250 | 12,686 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $4,508,478 | 8,853 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $4,207,423 | 8,505 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $4,473,415 | 8,497 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $4,382,923 | 8,693 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $3,924,425 | 8,165 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $3,870,512 | 8,190 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $4,218,642 | 7,957 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $4,385,262 | 8,683 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $990,278 | 1,928 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $1,164,261 | 2,283 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $1,075,583 | 2,142 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $590,017 | 1,510 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $604,664 | 1,510 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $562,941 | 1,513 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $530,578 | 1,513 | Shares | Sole | 2021-01-14 | |
| 2020-09-30 | $471,708 | 1,513 | Shares | Sole | 2020-10-08 | |
| 2020-06-30 | $445,964 | 1,512 | Shares | Sole | 2020-07-10 | |
| 2020-03-31 | $377,062 | 1,512 | Shares | Sole | 2020-04-09 | |
| No filing history on record for this holder in this stock. | ||||||