Position in UNH
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$74,813
+$401 QoQ
Shares Held
180
-34.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#3,170
of 3,349 holders
Holding Since
Mar 2025
6 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, 2025CallValue
$31,197
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, 2026Hughes Financial Services, LLC holds $134,608 across 10 Healthcare Plans names. UNH ranks #1 (55.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
This page
|
180 | $74,813 | |
| 2 | CVS |
CVS HEALTH Corp
|
221 | $22,862 | |
| 3 | ELV |
Elevance Health, Inc.
|
37 | $14,309 | |
| 4 | CI |
Cigna Group
|
26 | $7,167 | |
| 5 | HUM |
Humana Inc
|
14 | $5,561 | |
| 6 | MOH |
Molina Healthcare, Inc.
|
23 | $5,260 | |
| 7 | CNC |
Centene Corp
|
67 | $4,300 | |
| 8 | OSCR |
Oscar Health, Inc.
|
9 | $256 |
All Filings in UNH
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $74,813 | 180 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $74,412 | 275 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $94,741 | 287 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $90,468 | 262 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $81,424 | 261 | Shares | Sole | 2025-08-07 | |
| 2025-06-30 | $31,197 | 100 | Call | Sole | 2025-08-07 | |
| 2025-03-31 | $64,421 | 123 | Shares | Sole | 2025-05-01 | |
| No filing history on record for this holder in this stock. | ||||||