Position in UNH
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$10,699,147
+$3,999,339 QoQ
Shares Held
25,742
+4.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#724
of 3,353 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 Jun 30, 2026CallValue
$290,941
CallShares
700
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, 2026Arkadios Wealth Advisors holds $21,664,824 across 7 Healthcare Plans names. UNH ranks #1 (49.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
This page
|
25,742 | $10,699,147 | |
| 2 | CVS |
CVS HEALTH Corp
|
43,998 | $4,551,592 | |
| 3 | CI |
Cigna Group
|
12,972 | $3,576,120 | |
| 4 | HUM |
Humana Inc
|
2,932 | $1,164,648 | |
| 5 | ELV |
Elevance Health, Inc.
|
2,366 | $915,002 | |
| 6 | CNC |
Centene Corp
|
6,310 | $405,038 | |
| 7 | OSCR |
Oscar Health, Inc.
|
12,387 | $353,277 |
All Filings in UNH
Export CSV
28 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,699,147 | 25,742 | Shares | Sole | 2026-08-10 | |
| 2026-06-30 | $290,941 | 700 | Call | Sole | 2026-08-10 | |
| 2026-03-31 | $189,413 | 700 | Call | Sole | 2026-05-18 | |
| 2026-03-31 | $6,699,808 | 24,760 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $7,270,012 | 22,023 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $7,694,319 | 22,283 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $6,061,888 | 19,431 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $8,039,562 | 15,350 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $4,916,453 | 9,719 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $6,618,577 | 11,320 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $4,673,479 | 9,177 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $4,656,116 | 9,412 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $4,899,856 | 9,307 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $4,678,883 | 9,280 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $4,170,993 | 8,678 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $4,154,066 | 8,790 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $4,298,169 | 8,107 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $6,442,290 | 12,756 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $6,849,256 | 13,335 | Shares | Sole | 2022-07-14 | |
| 2022-03-31 | $6,772,911 | 13,281 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $6,755,791 | 13,454 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $2,326,075 | 5,953 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $2,370,204 | 5,919 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $1,861,838 | 5,004 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $1,270,864 | 3,624 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $529,073 | 1,697 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $598,748 | 2,030 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $526,191 | 2,110 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||