Position in UNH
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$12,262,331
+$3,583,698 QoQ
Shares Held
29,503
-8.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#677
of 3,349 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UNH Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026OPPENHEIMER & CO INC holds $31,519,207 across 8 Healthcare Plans names. UNH ranks #1 (38.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
This page
|
29,503 | $12,262,331 | |
| 2 | CVS |
CVS HEALTH Corp
|
53,323 | $5,516,264 | |
| 3 | ELV |
Elevance Health, Inc.
|
12,795 | $4,948,210 | |
| 4 | CI |
Cigna Group
|
10,637 | $2,932,408 | |
| 5 | OSCR |
Oscar Health, Inc.
|
67,854 | $1,935,196 | |
| 6 | MOH |
Molina Healthcare, Inc.
|
8,034 | $1,837,375 | |
| 7 | HUM |
Humana Inc
|
4,002 | $1,589,674 | |
| 8 | PGNY |
Progyny, Inc.
|
17,265 | $497,749 |
All Filings in UNH
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,262,331 | 29,503 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $8,678,633 | 32,073 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $14,711,352 | 44,565 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $17,128,261 | 49,604 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $17,639,407 | 56,542 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $27,111,918 | 51,765 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $30,007,615 | 59,320 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $34,197,933 | 58,490 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $29,892,543 | 58,698 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $29,822,989 | 60,285 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $31,821,952 | 60,444 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $29,599,986 | 58,708 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $28,250,577 | 58,777 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $26,065,701 | 55,155 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $32,224,340 | 60,780 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $28,289,310 | 56,014 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $28,607,136 | 55,696 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $26,098,224 | 51,176 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $23,461,487 | 46,723 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $17,446,931 | 44,651 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $18,007,386 | 44,969 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $20,217,539 | 54,338 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $19,173,779 | 54,676 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $18,498,872 | 59,335 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $17,407,359 | 59,018 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $15,854,582 | 63,576 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||