NBC SECURITIES, INC.
Broker-DealerPosition in UNH — Unitedhealth Group Inc
CIK 791540
BIRMINGHAM, AL
Position in UNH
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$1,449,717
+$487,499 QoQ
Shares Held
3,488
-1.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#1,593
of 3,349 holders
Holding Since
Sep 2023
12 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 Dec 31, 2025CallValue
$18
CallShares
1
PutValue
$1,320
PutShares
4
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, 2026NBC SECURITIES, INC. holds $2,628,839 across 8 Healthcare Plans names. UNH ranks #1 (55.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
This page
|
3,488 | $1,449,717 | |
| 2 | CVS |
CVS HEALTH Corp
|
8,196 | $847,876 | |
| 3 | OSCR |
Oscar Health, Inc.
|
4,352 | $124,119 | |
| 4 | CI |
Cigna Group
|
380 | $104,758 | |
| 5 | CNC |
Centene Corp
|
688 | $44,162 | |
| 6 | ELV |
Elevance Health, Inc.
|
108 | $41,766 | |
| 7 | HUM |
Humana Inc
|
27 | $10,724 | |
| 8 | MOH |
Molina Healthcare, Inc.
|
25 | $5,717 |
All Filings in UNH
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,449,717 | 3,488 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $962,218 | 3,556 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $18 | 1 | Call | Sole | 2026-01-29 | |
| 2025-12-31 | $1,056,352 | 3,200 | Shares | Sole | 2026-01-29 | |
| 2025-12-31 | $1,320 | 4 | Put | Sole | 2026-01-29 | |
| 2025-09-30 | $1,380 | 4 | Put | Sole | 2025-11-14 | |
| 2025-09-30 | $1,173,329 | 3,398 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,956,987 | 6,273 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $4,103,581 | 7,835 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $5,564 | 11 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $6,785,796 | 11,606 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $5,905,888 | 11,597 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $5,812,725 | 11,750 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $6,275,522 | 11,920 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $6,084,060 | 12,067 | Shares | Sole | 2023-11-03 | |
| No filing history on record for this holder in this stock. | ||||||