Position in UNH
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$53,548,937
+$16,990,064 QoQ
Shares Held
128,838
-4.6% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.41%
of 13F equity value
Holder Rank
#357
of 3,349 holders
Holding Since
Sep 2020
24 quarters on record
Common Shares in UNH Over Time
Shares Held
Position Value (USD)
Derivatives in UNH
reported options exposure · as of Jun 30, 2024CallValue
$0
CallShares
0
PutValue
$1,018,520
PutShares
2,000
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, 2026Kestra Advisory Services, LLC holds $77,299,071 across 9 Healthcare Plans names. UNH ranks #1 (69.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
This page
|
128,838 | $53,548,937 | |
| 2 | CVS |
CVS HEALTH Corp
|
79,149 | $8,187,964 | |
| 3 | CI |
Cigna Group
|
27,280 | $7,520,550 | |
| 4 | ELV |
Elevance Health, Inc.
|
8,553 | $3,307,701 | |
| 5 | CNC |
Centene Corp
|
46,469 | $2,982,845 | |
| 6 | HUM |
Humana Inc
|
2,033 | $807,548 | |
| 7 | OSCR |
Oscar Health, Inc.
|
19,680 | $561,273 | |
| 8 | MOH |
Molina Healthcare, Inc.
|
1,380 | $315,606 |
All Filings in UNH
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $53,548,937 | 128,838 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $36,558,873 | 135,108 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $46,031,528 | 139,443 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $49,705,589 | 143,949 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $32,475,765 | 104,099 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $50,005,031 | 95,475 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $49,568,715 | 97,989 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $54,902,621 | 93,902 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $51,642,528 | 101,407 | Shares | Sole | 2024-08-14 | |
| 2024-06-30 | $1,018,520 | 2,000 | Put | Sole | 2024-08-14 | |
| 2024-03-31 | $50,096,290 | 101,266 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $50,138,896 | 95,236 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $48,740,047 | 96,670 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $43,376,318 | 90,247 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $42,929,603 | 90,839 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $70,155,538 | 132,324 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $64,826,934 | 128,360 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $60,708,497 | 118,195 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $51,588,055 | 101,159 | Shares | Sole | 2022-07-20 | |
| 2021-12-31 | $49,655,118 | 98,887 | Shares | Sole | 2022-07-25 | |
| 2021-09-30 | $38,691,465 | 99,021 | Shares | Sole | 2022-07-25 | |
| 2021-06-30 | $38,383,775 | 95,854 | Shares | Sole | 2022-07-26 | |
| 2021-03-31 | $35,312,047 | 94,907 | Shares | Sole | 2022-07-27 | |
| 2020-12-31 | $26,587,505 | 75,817 | Shares | Sole | 2022-07-28 | |
| 2020-09-30 | $16,654,129 | 53,418 | Shares | Sole | 2022-07-29 | |
| No filing history on record for this holder in this stock. | ||||||