ELEVATION POINT WEALTH PARTNERS, LLC

Position in UNH — Unitedhealth Group Inc

CIK 1744349 DENVER, CO

Back to UNH Full portfolio

Position in UNH

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$13,026,259

+$8,499,018 QoQ

Shares Held

31,341

+87.3% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.42%

of 13F equity value

Holder Rank

#652

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, 2025

CallValue

$14,850

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

ELEVATION POINT WEALTH PARTNERS, LLC holds $18,026,059 across 5 Healthcare Plans names. UNH ranks #1 (72.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc This page	31,341	$13,026,259
2	CVS	CVS HEALTH Corp	18,719	$1,936,480
3	ELV	Elevance Health, Inc.	3,275	$1,266,540
4	MOH	Molina Healthcare, Inc.	4,544	$1,039,212
5	CI	Cigna Group	2,748	$757,568

All Filings in UNH

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31 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$13,026,259	31,341	+87.3%	Shares	Sole	2026-08-12
2026-03-31	$4,527,241	16,731	+65.5%	Shares	Sole	2026-04-27
2025-12-31	$3,337,412	10,110	+84.5%	Shares	Sole	2026-02-12
2025-09-30	$1,892,244	5,480	-71.4%	Shares	Sole	2025-11-14
2025-06-30	$5,911,433	19,146	-12.3%	Shares	Sole	2026-02-03
2025-03-31	$14,850	200	0.0%	Call	Sole	2026-02-03
2025-03-31	$11,429,796	21,823	+4.7%	Shares	Sole	2026-02-03
2024-12-31	$14,120	200	0.0%	Call	Sole	2026-02-03
2024-12-31	$10,547,181	20,850	+63.1%	Shares	Sole	2026-02-03
2024-09-30	$7,474,549	12,784	-37.0%	Shares	Sole	2026-02-03
2024-09-30	$116,936	200	0.0%	Call	Sole	2026-02-03
2024-06-30	$14,596	200	—	Call	Sole	2026-02-03
2024-06-30	$10,340,523	20,305	+26.3%	Shares	Sole	2026-02-03
2024-03-31	$7,951,807	16,074	+84.3%	Shares	Sole	2026-02-03
2023-12-31	$4,591,871	8,722	-2.2%	Shares	Sole	2024-02-13
2023-09-30	$4,496,366	8,918	+0.8%	Shares	Sole	2023-10-11
2023-06-30	$4,250,780	8,844	+0.1%	Shares	Sole	2023-08-14
2023-03-31	$4,177,223	8,839	+3.2%	Shares	Sole	2023-05-11
2022-12-31	$4,539,931	8,563	-6.4%	Shares	Sole	2023-02-14
2022-09-30	$4,622,631	9,153	-9.8%	Shares	Sole	2022-11-07
2022-06-30	$5,212,830	10,149	+1.5%	Shares	Sole	2022-08-02
2022-03-31	$5,100,209	10,001	+4.8%	Shares	Sole	2022-05-03
2021-12-31	$4,789,913	9,539	-2.1%	Shares	Sole	2022-02-02
2021-09-30	$3,808,933	9,748	+29.4%	Shares	Sole	2021-11-02
2021-09-30	$468,888	1,200	—	Put	Sole	2021-11-02
2021-06-30	$3,017,715	7,536	-68.8%	Shares	Sole	2021-08-04
2021-03-31	$8,989,211	24,160	-4.4%	Shares	Sole	2021-05-04
2020-12-31	$8,858,878	25,262	+8.5%	Shares	Sole	2021-02-12
2020-09-30	$7,262,058	23,293	-4.6%	Shares	Sole	2020-11-16
2020-06-30	$7,202,384	24,419	-22.1%	Shares	Sole	2020-07-09
2020-03-31	$7,821,803	31,365	—	Shares	Sole	2020-05-04
No filing history on record for this holder in this stock.