Position in UNH
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$13,425,264
+$1,454,904 QoQ
Shares Held
32,301
-27.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.48%
of 13F equity value
Holder Rank
#640
of 3,349 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 18%
Shared 0%
None 82%
Common Shares in UNH Over Time
Shares Held
Position Value (USD)
Derivatives in UNH
reported options exposure · as of Mar 31, 2026CallValue
$2,435,310
CallShares
9,000
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, 2026SteelPeak Wealth, LLC holds $13,972,897 across 3 Healthcare Plans names. UNH ranks #1 (96.1% of the industry book) .
All Filings in UNH
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33 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,425,264 | 32,301 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $2,435,310 | 9,000 | Call | Sole | 2026-05-05 | |
| 2026-03-31 | $11,970,360 | 44,238 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $14,104,609 | 42,727 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $11,447,040 | 33,151 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $3,141,537 | 10,070 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $3,126,263 | 5,969 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $252,930 | 500 | Put | Sole | 2025-01-23 | |
| 2024-12-31 | $252,930 | 500 | Call | Sole | 2025-01-23 | |
| 2024-12-31 | $1,438,665 | 2,844 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $1,533,615 | 2,623 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $305,556 | 600 | Call | Sole | 2024-07-17 | |
| 2024-06-30 | $3,044,865 | 5,979 | Shares | Sole | 2024-07-17 | |
| 2024-06-30 | $50,926 | 100 | Put | Sole | 2024-07-17 | |
| 2024-03-31 | $148,410 | 300 | Call | Sole | 2024-04-18 | |
| 2024-03-31 | $2,241,980 | 4,532 | Shares | Sole | 2024-04-18 | |
| 2024-03-31 | $247,350 | 500 | Put | Sole | 2024-04-18 | |
| 2023-12-31 | $105,294 | 200 | Call | Sole | 2024-01-24 | |
| 2023-12-31 | $5,760,634 | 10,942 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $1,899,787 | 3,768 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $1,896,124 | 3,945 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $1,207,467 | 2,555 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $1,023,247 | 1,930 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $942,909 | 1,867 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $753,495 | 1,467 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $1,382,018 | 2,710 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $1,760,502 | 3,506 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $1,156,981 | 2,961 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $587,445 | 1,467 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $283,889 | 763 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $351,030 | 1,001 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $298,987 | 959 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $217,968 | 739 | Shares | Sole | 2020-07-21 | |
| No filing history on record for this holder in this stock. | ||||||