Position in UNH
as of Jun 30, 2026
· filed Aug 18, 2026
Position Value
$47,952,895
+$14,738,244 QoQ
Shares Held
115,374
-6.0% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.52%
of 13F equity value
Holder Rank
#377
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 Mar 31, 2026CallValue
$811,770
CallShares
3,000
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, 2026Beacon Pointe Advisors, LLC holds $65,784,275 across 8 Healthcare Plans names. UNH ranks #1 (72.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
This page
|
115,374 | $47,952,895 | |
| 2 | CI |
Cigna Group
|
39,957 | $11,015,345 | |
| 3 | ELV |
Elevance Health, Inc.
|
7,555 | $2,921,745 | |
| 4 | CVS |
CVS HEALTH Corp
|
22,276 | $2,304,452 | |
| 5 | HUM |
Humana Inc
|
2,175 | $863,953 | |
| 6 | MOH |
Molina Healthcare, Inc.
|
1,787 | $408,686 | |
| 7 | CNC |
Centene Corp
|
3,247 | $208,424 | |
| 8 | OSCR |
Oscar Health, Inc.
|
3,814 | $108,775 |
All Filings in UNH
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $47,952,895 | 115,374 | Shares | Sole | 2026-08-18 | |
| 2026-03-31 | $33,214,651 | 122,749 | Shares | Sole | 2026-05-15 | |
| 2026-03-31 | $811,770 | 3,000 | Call | Sole | 2026-05-15 | |
| 2025-12-31 | $27,298,116 | 82,694 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $24,638,190 | 71,353 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $18,852,659 | 60,431 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $31,763,342 | 60,646 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $29,898,855 | 59,105 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $37,042,986 | 63,356 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $32,350,232 | 63,524 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $28,760,373 | 58,137 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $40,495,545 | 76,919 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $40,011,005 | 79,357 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $33,377,564 | 69,444 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $36,834,609 | 77,942 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $40,138,337 | 75,707 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $33,803,337 | 66,932 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $34,240,116 | 66,663 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $51,127,552 | 100,256 | Shares | Sole | 2022-05-17 | |
| 2021-12-31 | $18,885,485 | 37,610 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $19,444,785 | 49,764 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $8,930,612 | 22,302 | Shares | Sole | 2021-08-17 | |
| 2021-03-31 | $2,646,161 | 7,112 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $2,224,012 | 6,342 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,413,876 | 4,535 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $1,084,826 | 3,678 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $577,313 | 2,315 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||