Position in UNH
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$272,237
+$39,180 QoQ
Shares Held
655
-7.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#2,779
of 3,349 holders
Holding Since
Dec 2020
22 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in UNH Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026MARINO, STRAM & ASSOCIATES LLC holds $942,282 across 2 Healthcare Plans names. UNH ranks #2 (28.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVS |
CVS HEALTH Corp
|
6,477 | $670,045 | |
| 2 | UNH |
Unitedhealth Group Inc
This page
|
655 | $272,237 |
All Filings in UNH
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $272,237 | 655 | Shares | Defined | 2026-07-24 | |
| 2025-12-31 | $233,057 | 706 | Shares | Defined | 2026-01-16 | |
| 2025-09-30 | $467,190 | 1,353 | Shares | Defined | 2025-11-03 | |
| 2025-06-30 | $221,810 | 711 | Shares | Defined | 2025-07-18 | |
| 2025-03-31 | $396,478 | 757 | Shares | Defined | 2025-04-21 | |
| 2024-12-31 | $383,441 | 758 | Shares | Defined | 2025-01-17 | |
| 2024-09-30 | $424,477 | 726 | Shares | Defined | 2024-10-21 | |
| 2024-06-30 | $365,648 | 718 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $353,710 | 715 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $376,426 | 715 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $356,966 | 708 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $335,006 | 697 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $323,251 | 684 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $356,811 | 673 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $338,376 | 670 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $345,672 | 673 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $342,189 | 671 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $332,416 | 662 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $258,669 | 662 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $5,795,968 | 14,474 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $226,218 | 608 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $213,213 | 608 | Shares | Sole | 2021-01-19 | |
| No filing history on record for this holder in this stock. | ||||||