San Luis Wealth Advisors LLC
Position in UNH — Unitedhealth Group Inc
CIK 1844709
SAN LUIS OBISPO, CA
Position in UNH
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$10,380,359
+$3,684,610 QoQ
Shares Held
24,975
+0.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
3.53%
of 13F equity value
Holder Rank
#729
of 3,349 holders
Holding Since
Sep 2021
18 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 Jun 30, 2026CallValue
$41,563
CallShares
100
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, 2026San Luis Wealth Advisors LLC holds $10,380,359 across 1 Healthcare Plans name. UNH ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
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|
24,975 | $10,380,359 |
All Filings in UNH
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,380,359 | 24,975 | Shares | Sole | 2026-07-16 | |
| 2026-06-30 | $41,563 | 100 | Call | Sole | 2026-07-16 | |
| 2026-03-31 | $6,695,749 | 24,745 | Shares | Sole | 2026-04-29 | |
| 2026-03-31 | $2,680 | 200 | Call | Sole | 2026-04-29 | |
| 2025-12-31 | $6,579,752 | 19,932 | Shares | Sole | 2026-01-26 | |
| 2025-12-31 | $8,410 | 200 | Call | Sole | 2026-01-26 | |
| 2025-09-30 | $11,320 | 200 | Call | Sole | 2025-11-18 | |
| 2025-09-30 | $7,032,725 | 20,367 | Shares | Sole | 2025-11-18 | |
| 2024-12-31 | $483,602 | 956 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $4,087,497 | 6,991 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $3,984,959 | 7,825 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $3,458,447 | 6,991 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $3,396,257 | 6,451 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $3,081,105 | 6,111 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $2,940,074 | 6,117 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $3,339,320 | 7,066 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $3,297,719 | 6,220 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $2,739,842 | 5,425 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $2,473,128 | 4,815 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $1,834,872 | 3,598 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $1,807,704 | 3,600 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,224,579 | 3,134 | Shares | Sole | 2021-11-09 | |
| No filing history on record for this holder in this stock. | ||||||