Position in UNH
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$49,460,801
+$1,663,243 QoQ
Shares Held
119,002
-32.6% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#373
of 3,349 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 67%
Shared 0%
None 33%
Common Shares in UNH Over Time
Shares Held
Position Value (USD)
Derivatives in UNH
reported options exposure · as of Dec 31, 2025CallValue
$0
CallShares
0
PutValue
$33,011
PutShares
100
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, 2026Cresset Asset Management, LLC holds $111,220,175 across 9 Healthcare Plans names. UNH ranks #1 (44.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
This page
|
119,002 | $49,460,801 | |
| 2 | CNC |
Centene Corp
|
717,709 | $46,069,740 | |
| 3 | HUM |
Humana Inc
|
11,424 | $4,537,841 | |
| 4 | PGNY |
Progyny, Inc.
|
157,257 | $4,533,719 | |
| 5 | ELV |
Elevance Health, Inc.
|
6,056 | $2,342,036 | |
| 6 | CI |
Cigna Group
|
5,036 | $1,388,324 | |
| 7 | CVS |
CVS HEALTH Corp
|
12,818 | $1,326,022 | |
| 8 | MOH |
Molina Healthcare, Inc.
|
5,634 | $1,288,495 |
All Filings in UNH
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37 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $49,460,801 | 119,002 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $47,797,558 | 176,642 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $33,011 | 100 | Put | Sole | 2026-02-17 | |
| 2025-12-31 | $57,477,102 | 174,115 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $34,530 | 100 | Put | Sole | 2026-01-22 | |
| 2025-09-30 | $69,060 | 200 | Call | Sole | 2026-01-22 | |
| 2025-09-30 | $59,628,475 | 172,686 | Shares | Sole | 2026-01-22 | |
| 2025-06-30 | $52,879,538 | 169,502 | Shares | Sole | 2026-01-22 | |
| 2025-06-30 | $62,394 | 200 | Call | Sole | 2026-01-22 | |
| 2025-06-30 | $108,122 | 1,800 | Put | Sole | 2026-01-22 | |
| 2025-03-31 | $104,762,046 | 200,023 | Shares | Sole | 2025-05-13 | |
| 2025-03-31 | $52,375 | 100 | Put | Sole | 2025-05-13 | |
| 2024-12-31 | $108,155,397 | 213,805 | Shares | Sole | 2025-02-14 | |
| 2024-12-31 | $50,586 | 100 | Put | Sole | 2025-02-14 | |
| 2024-09-30 | $264,375,339 | 452,171 | Shares | Defined | 2024-11-14 | |
| 2024-09-30 | $58,468 | 100 | Put | Sole | 2024-11-14 | |
| 2024-06-30 | $228,704,080 | 449,091 | Shares | Sole | 2024-08-14 | |
| 2024-06-30 | $50,926 | 100 | Put | Sole | 2024-08-14 | |
| 2024-03-31 | $203,781,275 | 411,929 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $52,647 | 100 | Put | Sole | 2024-02-14 | |
| 2023-12-31 | $130,283,425 | 247,466 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $123,134,290 | 244,222 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $57,676,800 | 120,000 | Put | Sole | 2023-08-14 | |
| 2023-06-30 | $116,633,544 | 242,663 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $12,875,241 | 27,244 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $14,768,694 | 27,856 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $12,866,399 | 25,476 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $13,613,763 | 26,505 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $11,365,191 | 22,286 | Shares | Other | 2022-05-16 | |
| 2021-12-31 | $13,089,785 | 26,068 | Shares | Other | 2022-02-10 | |
| 2021-09-30 | $11,582,705 | 29,643 | Shares | Other | 2021-11-15 | |
| 2021-06-30 | $10,559,602 | 26,370 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $8,535,285 | 22,940 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $6,519,141 | 18,590 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $5,798,298 | 18,598 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $5,567,771 | 18,877 | Shares | Defined | 2020-08-04 | |
| 2020-03-31 | $4,166,391 | 16,707 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||