Position in UNH
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$12,473,055
+$5,175,514 QoQ
Shares Held
30,010
+11.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#668
of 3,349 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UNH Over Time
Shares Held
Position Value (USD)
Derivatives in UNH
reported options exposure · as of Jun 30, 2026CallValue
$1,496,268
CallShares
3,600
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, 2026Concurrent Investment Advisors, LLC holds $29,882,627 across 7 Healthcare Plans names. UNH ranks #1 (41.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
This page
|
30,010 | $12,473,055 | |
| 2 | CVS |
CVS HEALTH Corp
|
113,425 | $11,733,815 | |
| 3 | CI |
Cigna Group
|
8,699 | $2,398,139 | |
| 4 | ELV |
Elevance Health, Inc.
|
3,725 | $1,440,568 | |
| 5 | ALHC |
Alignment Healthcare, Inc.
|
35,087 | $835,420 | |
| 6 | CNC |
Centene Corp
|
7,937 | $509,475 | |
| 7 | HUM |
Humana Inc
|
1,239 | $492,155 |
All Filings in UNH
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,473,055 | 30,010 | Shares | Sole | 2026-07-27 | |
| 2026-06-30 | $1,496,268 | 3,600 | Call | Sole | 2026-07-27 | |
| 2026-03-31 | $7,297,541 | 26,969 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $9,901,648 | 29,995 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $172,650 | 500 | Call | Sole | 2025-10-27 | |
| 2025-09-30 | $8,862,815 | 25,667 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $7,771,172 | 24,910 | Shares | Sole | 2025-07-25 | |
| 2025-06-30 | $124,788 | 400 | Call | Sole | 2025-07-25 | |
| 2025-03-31 | $13,462,470 | 25,704 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $10,791,511 | 21,333 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $12,862,375 | 21,999 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $10,734,691 | 21,079 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $7,211,736 | 14,578 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $7,089,445 | 13,466 | Shares | Sole | 2024-04-15 | |
| No filing history on record for this holder in this stock. | ||||||