BAILARD, INC.

Position in UNH — Unitedhealth Group Inc

CIK 750641 Foster City, CA

Position in UNH

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

Position Value

$22,181,341

+$7,732,647 QoQ

Shares Held

53,368

-0.1% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.70%

of 13F equity value

Holder Rank

#525

of 3,349 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

BAILARD, INC. holds $29,116,742 across 6 Healthcare Plans names. UNH ranks #1 (76.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc This page	53,368	$22,181,341
2	CI	Cigna Group	6,885	$1,898,056
3	HUM	Humana Inc	4,471	$1,775,970
4	ELV	Elevance Health, Inc.	3,725	$1,440,569
5	CVS	CVS HEALTH Corp	11,520	$1,191,744
6	CNC	Centene Corp	9,800	$629,062

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$22,181,341	53,368	-0.1%	Shares	Sole	2026-07-30
2026-03-31	$14,448,694	53,397	-11.3%	Shares	Sole	2026-05-11
2025-12-31	$19,880,544	60,224	-5.8%	Shares	Sole	2026-02-04
2025-09-30	$22,067,777	63,909	-14.2%	Shares	Sole	2025-10-30
2025-06-30	$23,233,341	74,473	-1.8%	Shares	Sole	2025-08-08
2025-03-31	$39,739,531	75,875	+0.8%	Shares	Sole	2025-05-02
2024-12-31	$38,088,222	75,294	-0.5%	Shares	Sole	2025-02-05
2024-09-30	$44,252,675	75,687	-1.5%	Shares	Sole	2024-10-30
2024-06-30	$39,148,343	76,873	-0.8%	Shares	Sole	2024-07-25
2024-03-31	$38,326,882	77,475	-1.5%	Shares	Sole	2024-05-08
2023-12-31	$41,412,656	78,661	+1.1%	Shares	Sole	2024-02-02
2023-09-30	$39,242,116	77,832	+3.6%	Shares	Sole	2023-10-24
2023-06-30	$36,098,467	75,105	-1.8%	Shares	Sole	2023-07-20
2023-03-31	$36,162,586	76,520	+3.0%	Shares	Sole	2023-05-08
2022-12-31	$39,374,347	74,266	+0.2%	Shares	Sole	2023-02-02
2022-09-30	$37,442,655	74,138	+1.4%	Shares	Sole	2022-10-18
2022-06-30	$37,558,680	73,124	-2.5%	Shares	Sole	2022-07-27
2022-03-31	$38,264,069	75,032	+2.0%	Shares	Sole	2022-04-25
2021-12-31	$36,935,409	73,556	+0.8%	Shares	Sole	2022-02-10
2021-09-30	$28,526,755	73,007	+1.6%	Shares	Sole	2021-11-15
2021-06-30	$28,776,819	71,863	-1.4%	Shares	Sole	2021-08-13
2021-03-31	$27,121,670	72,894	+59.3%	Shares	Sole	2021-05-13
2020-12-31	$16,044,662	45,753	+0.9%	Shares	Sole	2021-02-03
2020-09-30	$14,142,510	45,362	+1.6%	Shares	Sole	2020-11-10
2020-06-30	$13,169,222	44,649	+4.1%	Shares	Sole	2020-08-12
2020-03-31	$10,690,920	42,870	—	Shares	Sole	2020-04-16
No filing history on record for this holder in this stock.