OFI INVEST ASSET MANAGEMENT

Position in UNH — Unitedhealth Group Inc

CIK 1977602 ISSY LES MOULINEAUX, I0

Position in UNH

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$147,690,379

+$146,406,701 QoQ

Shares Held

355,341

+7390.3% QoQ

Ownership

0.040%

of shares outstanding

% of Portfolio

1.35%

of 13F equity value

Holder Rank

#199

of 3,349 holders

Holding Since

Mar 2023

13 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

OFI INVEST ASSET MANAGEMENT holds $174,369,324 across 4 Healthcare Plans names. UNH ranks #1 (84.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc This page	355,341	$147,690,379
2	ELV	Elevance Health, Inc.	45,592	$17,631,794
3	CVS	CVS HEALTH Corp	76,651	$7,929,545
4	CI	Cigna Group	4,054	$1,117,606

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$147,690,379	355,341	+7390.3%	Shares	Sole	2026-07-17
2026-03-31	$1,283,678	4,744	-84.3%	Shares	Sole	2026-05-05
2025-12-31	$9,961,069	30,175	-78.6%	Shares	Sole	2026-01-22
2025-09-30	$48,593,033	140,727	+97.2%	Shares	Sole	2025-10-14
2025-06-30	$22,266,858	71,375	+4.9%	Shares	Sole	2025-07-25
2025-03-31	$35,635,950	68,040	-47.1%	Shares	Sole	2025-05-09
2024-12-31	$65,068,265	128,629	+3.8%	Shares	Sole	2025-02-07
2024-06-30	$63,107,499	123,920	-2.0%	Shares	Sole	2024-07-19
2024-03-31	$62,571,140	126,483	-5.2%	Shares	Sole	2024-04-29
2023-12-31	$70,212,671	133,365	-1.4%	Shares	Sole	2024-02-14
2023-09-30	$68,197,243	135,261	-1.2%	Shares	Sole	2023-11-02
2023-06-30	$65,771,738	136,842	-99.8%	Shares	Sole	2023-07-31
2023-03-31	$131,295	62,048,704	—	Shares	Sole	2023-05-15
No filing history on record for this holder in this stock.