Position in UNH
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$515,381
+$225,850 QoQ
Shares Held
1,240
+15.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#2,296
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, 2026STRATEGY ASSET MANAGERS LLC holds $1,436,499 across 2 Healthcare Plans names. UNH ranks #2 (35.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVS |
CVS HEALTH Corp
|
8,904 | $921,118 | |
| 2 | UNH |
Unitedhealth Group Inc
This page
|
1,240 | $515,381 |
All Filings in UNH
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $515,381 | 1,240 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $289,531 | 1,070 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $254,184 | 770 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $363,946 | 1,054 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $248,952 | 798 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $4,992,908 | 9,533 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $4,639,242 | 9,171 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $5,703,553 | 9,755 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $1,345,464 | 2,642 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $4,832,724 | 9,769 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $5,125,185 | 9,735 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $1,388,539 | 2,754 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,269,850 | 2,642 | Shares | Sole | 2023-08-25 | |
| 2023-03-31 | $686,200 | 1,452 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $978,712 | 1,846 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $945,939 | 1,873 | Shares | Sole | 2022-10-11 | |
| 2022-06-30 | $493,084 | 960 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $698,658 | 1,370 | Shares | Sole | 2022-04-11 | |
| 2021-12-31 | $1,230,745 | 2,451 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $1,280,064 | 3,276 | Shares | Sole | 2021-12-14 | |
| 2021-06-30 | $584,241 | 1,459 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $475,133 | 1,277 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $570,205 | 1,626 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $503,196 | 1,614 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $484,897 | 1,644 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $384,294 | 1,541 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||