ASSETMARK, INC

Position in UNH — Unitedhealth Group Inc

CIK 1344551 CONCORD, CA

Position in UNH

as of Jun 30, 2026 · filed Jul 30, 2026 Compact

Position Value

$66,855,332

+$29,492,536 QoQ

Shares Held

160,853

+16.5% QoQ

Ownership

0.018%

of shares outstanding

% of Portfolio

0.32%

of 13F equity value

Holder Rank

#315

of 3,349 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

ASSETMARK, INC holds $221,654,023 across 8 Healthcare Plans names. UNH ranks #2 (30.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CVS	CVS HEALTH Corp	646,506	$66,881,045
2	UNH	Unitedhealth Group Inc This page	160,853	$66,855,332
3	ELV	Elevance Health, Inc.	158,971	$61,478,854
4	CI	Cigna Group	65,779	$18,133,954
5	HUM	Humana Inc	16,225	$6,444,894
6	MOH	Molina Healthcare, Inc.	7,720	$1,765,564
7	CNC	Centene Corp	1,460	$93,717
8	PGNY	Progyny, Inc.	23	$663

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$66,855,332	160,853	+16.5%	Shares	Sole	2026-07-30
2026-03-31	$37,362,796	138,079	-1.2%	Shares	Sole	2026-05-06
2025-12-31	$46,143,436	139,782	-9.2%	Shares	Sole	2026-01-23
2025-09-30	$53,162,733	153,961	+15.8%	Shares	Sole	2025-11-06
2025-06-30	$41,484,210	132,975	-4.9%	Shares	Sole	2025-08-04
2025-03-31	$73,267,911	139,891	+2.9%	Shares	Sole	2025-05-06
2024-12-31	$68,764,584	135,936	+26.4%	Shares	Sole	2025-02-06
2024-09-30	$62,886,426	107,557	+8.4%	Shares	Sole	2024-11-01
2024-06-30	$50,540,490	99,243	+10.2%	Shares	Sole	2024-08-13
2024-03-31	$44,569,007	90,093	+8.3%	Shares	Sole	2024-05-07
2023-12-31	$43,785,983	83,169	+8.3%	Shares	Sole	2024-02-09
2023-09-30	$38,709,187	76,775	+15.7%	Shares	Sole	2023-10-27
2023-06-30	$31,881,812	66,332	+20.4%	Shares	Defined	2023-08-11
2023-03-31	$26,037,346	55,095	+20.1%	Shares	Defined	2023-05-05
2022-12-31	$24,327,309	45,885	+20.6%	Shares	Defined	2023-02-10
2022-09-30	$19,214,246	38,045	+23.1%	Shares	Sole	2022-11-01
2022-06-30	$15,875,276	30,908	+72.5%	Shares	Sole	2022-08-03
2022-03-31	$9,138,152	17,919	+115.9%	Shares	Sole	2022-05-13
2021-12-31	$4,166,757	8,298	-96.1%	Shares	Sole	2022-02-14
2021-09-30	$83,365,551	213,353	+5.2%	Shares	Sole	2021-11-12
2021-06-30	$81,245,271	202,890	+1.5%	Shares	Sole	2021-08-16
2021-03-31	$74,363,398	199,864	+9.4%	Shares	Sole	2021-05-14
2020-12-31	$64,058,014	182,668	+6.2%	Shares	Sole	2021-02-10
2020-09-30	$53,612,904	171,963	+15.3%	Shares	Sole	2020-11-13
2020-06-30	$43,974,685	149,092	+17.7%	Shares	Sole	2020-08-11
2020-03-31	$31,594,700	126,693	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.