Position in UNH
as of Jun 30, 2026
· filed Aug 27, 2026
Position Value
$216,391,108
+$68,320,743 QoQ
Shares Held
520,634
-4.9% QoQ
Ownership
0.058%
of shares outstanding
% of Portfolio
0.42%
of 13F equity value
Holder Rank
#152
of 3,349 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 50%
Shared 4%
None 46%
Common Shares in UNH Over Time
Shares Held
Position Value (USD)
Derivatives in UNH
reported options exposure · as of Sep 30, 2025CallValue
$103,590
CallShares
300
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, 2026Corient Private Wealth LLC holds $356,287,832 across 10 Healthcare Plans names. UNH ranks #1 (60.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
This page
|
520,634 | $216,391,108 | |
| 2 | CVS |
CVS HEALTH Corp
|
419,758 | $43,423,964 | |
| 3 | CI |
Cigna Group
|
126,767 | $34,947,126 | |
| 4 | CNC |
Centene Corp
|
433,628 | $27,834,580 | |
| 5 | ELV |
Elevance Health, Inc.
|
41,278 | $15,963,440 | |
| 6 | HUM |
Humana Inc
|
19,114 | $7,592,462 | |
| 7 | PGNY |
Progyny, Inc.
|
120,995 | $3,488,285 | |
| 8 | ALHC |
Alignment Healthcare, Inc.
|
136,505 | $3,250,184 |
All Filings in UNH
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $216,391,108 | 520,634 | Shares | Other | 2026-08-27 | |
| 2026-03-31 | $148,070,365 | 547,213 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $106,236,000 | 321,820 | Shares | Sole | 2026-03-09 | |
| 2025-09-30 | $142,177,617 | 411,751 | Shares | Other | 2025-11-14 | |
| 2025-09-30 | $103,590 | 300 | Call | Sole | 2025-11-14 | |
| 2025-06-30 | $148,801,264 | 476,973 | Shares | Other | 2025-09-26 | |
| 2025-03-31 | $585,020,369 | 1,116,984 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $582,094,112 | 1,150,702 | Shares | Other | 2025-02-10 | |
| 2024-09-30 | $713,925,852 | 1,221,054 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $582,653,531 | 1,144,118 | Shares | Other | 2024-08-13 | |
| 2024-03-31 | $537,221,936 | 1,085,955 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $575,412,755 | 1,092,964 | Shares | Other | 2024-02-09 | |
| 2023-09-30 | $463,254,813 | 918,810 | Shares | Other | 2023-11-03 | |
| 2023-06-30 | $443,362,521 | 922,442 | Shares | Other | 2023-08-10 | |
| 2023-03-31 | $356,896,186 | 755,192 | Shares | Other | 2023-05-15 | |
| 2023-03-31 | $472,590 | 1,000 | Put | Sole | 2023-05-15 | |
| 2022-12-31 | $234,908,972 | 443,074 | Shares | Other | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||