Position in UNH
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$103,241,660
+$37,036,136 QoQ
Shares Held
248,398
+1.5% QoQ
Ownership
0.028%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#249
of 3,349 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 39%
Shared 0%
None 61%
Common Shares in UNH Over Time
Shares Held
Position Value (USD)
Derivatives in UNH
reported options exposure · as of Jun 30, 2026CallValue
$0
CallShares
0
PutValue
$457,193
PutShares
1,100
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, 2026TRUIST FINANCIAL CORP holds $335,063,109 across 8 Healthcare Plans names. UNH ranks #2 (30.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVS |
CVS HEALTH Corp
|
1,649,520 | $170,642,843 | |
| 2 | UNH |
Unitedhealth Group Inc
This page
|
248,398 | $103,241,660 | |
| 3 | ELV |
Elevance Health, Inc.
|
90,782 | $35,108,122 | |
| 4 | CI |
Cigna Group
|
56,694 | $15,629,400 | |
| 5 | CNC |
Centene Corp
|
101,697 | $6,527,929 | |
| 6 | ALHC |
Alignment Healthcare, Inc.
|
84,991 | $2,023,635 | |
| 7 | HUM |
Humana Inc
|
4,620 | $1,835,155 | |
| 8 | CLOV |
Clover Health Investments, Corp. /De
|
10,375 | $54,365 |
All Filings in UNH
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $103,241,660 | 248,398 | Shares | Defined | 2026-07-28 | |
| 2026-06-30 | $457,193 | 1,100 | Put | Defined | 2026-07-28 | |
| 2026-03-31 | $66,205,524 | 244,671 | Shares | Defined | 2026-04-27 | |
| 2025-12-31 | $86,785,257 | 262,898 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $113,466,269 | 328,602 | Shares | Defined | 2025-11-03 | |
| 2025-06-30 | $123,283,679 | 395,178 | Shares | Defined | 2025-07-18 | |
| 2025-03-31 | $306,097,830 | 584,435 | Shares | Defined | 2025-04-29 | |
| 2024-12-31 | $296,755,180 | 586,635 | Shares | Defined | 2025-01-31 | |
| 2024-09-30 | $360,195,620 | 616,056 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $457,522,238 | 898,406 | Shares | Defined | 2024-08-21 | |
| 2024-03-31 | $302,896,893 | 612,284 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $337,624,156 | 641,298 | Shares | Defined | 2024-02-02 | |
| 2023-09-30 | $366,961,076 | 727,823 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $318,846,961 | 663,380 | Shares | Defined | 2023-08-01 | |
| 2023-03-31 | $330,261,014 | 698,832 | Shares | Defined | 2023-05-05 | |
| 2022-12-31 | $375,056,223 | 707,413 | Shares | Defined | 2023-02-17 | |
| 2022-09-30 | $358,953,643 | 710,743 | Shares | Defined | 2022-10-26 | |
| 2022-06-30 | $385,170,108 | 749,898 | Shares | Defined | 2022-07-22 | |
| 2022-03-31 | $386,692,400 | 758,265 | Shares | Defined | 2022-04-22 | |
| 2021-12-31 | $377,399,384 | 751,582 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $296,913,165 | 759,874 | Shares | Defined | 2021-11-05 | |
| 2021-06-30 | $309,567,347 | 773,068 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $302,101,118 | 811,947 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $269,506,345 | 768,525 | Shares | Defined | 2021-11-19 | |
| 2020-09-30 | $252,421,148 | 809,639 | Shares | Defined | 2021-11-05 | |
| 2020-06-30 | $266,671,666 | 904,125 | Shares | Defined | 2021-11-16 | |
| 2020-03-31 | $231,575,262 | 928,604 | Shares | Defined | 2021-11-05 | |
| No filing history on record for this holder in this stock. | ||||||