Asset Dedication, LLC

Position in UNH — Unitedhealth Group Inc

CIK 1475896 SAN FRANCISCO, CA

Position in UNH

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

Position Value

$2,593,115

+$780,704 QoQ

Shares Held

6,239

-6.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.77%

of 13F equity value

Holder Rank

#1,273

of 3,349 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Asset Dedication, LLC holds $4,331,133 across 7 Healthcare Plans names. UNH ranks #1 (59.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc This page	6,239	$2,593,115
2	ELV	Elevance Health, Inc.	2,340	$904,948
3	CI	Cigna Group	2,261	$623,312
4	HUM	Humana Inc	257	$102,085
5	CVS	CVS HEALTH Corp	934	$96,622
6	OSCR	Oscar Health, Inc.	374	$10,666
7	CNC	Centene Corp	6	$385

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,593,115	6,239	-6.9%	Shares	Sole	2026-07-30
2026-03-31	$1,812,411	6,698	-19.0%	Shares	Sole	2026-05-29
2025-12-31	$2,730,009	8,270	+2.5%	Shares	Sole	2026-01-26
2025-09-30	$2,786,916	8,071	-11.7%	Shares	Sole	2025-11-20
2025-06-30	$2,851,093	9,139	-15.0%	Shares	Sole	2025-08-19
2025-03-31	$5,634,502	10,758	-4.2%	Shares	Sole	2025-05-01
2024-12-31	$5,679,290	11,227	-18.4%	Shares	Sole	2025-01-23
2024-09-30	$8,041,104	13,753	-9.8%	Shares	Sole	2024-10-15
2024-06-30	$7,763,159	15,244	+2.1%	Shares	Sole	2024-08-06
2024-03-31	$7,388,344	14,935	+4.0%	Shares	Sole	2024-04-16
2023-12-31	$7,559,582	14,359	+3.6%	Shares	Sole	2024-02-08
2023-09-30	$6,990,090	13,864	+2.0%	Shares	Sole	2023-11-13
2023-06-30	$6,531,416	13,589	+0.1%	Shares	Sole	2023-08-22
2023-03-31	$6,417,772	13,580	+1.9%	Shares	Sole	2023-04-24
2022-12-31	$7,065,708	13,327	+3.9%	Shares	Sole	2023-01-19
2022-09-30	$6,477,643	12,826	+2.6%	Shares	Sole	2022-10-27
2022-06-30	$6,420,888	12,501	+4.1%	Shares	Sole	2022-07-19
2022-03-31	$6,126,779	12,014	-3.1%	Shares	Sole	2022-04-21
2021-12-31	$6,222,518	12,392	+8.1%	Shares	Sole	2022-01-21
2021-09-30	$4,477,489	11,459	+0.7%	Shares	Sole	2021-10-18
2021-06-30	$4,554,604	11,374	+25.3%	Shares	Sole	2021-07-21
2021-03-31	$3,378,023	9,079	-16.2%	Shares	Sole	2021-05-03
2020-12-31	$3,799,267	10,834	+9.5%	Shares	Sole	2021-01-28
2020-09-30	$3,084,340	9,893	-0.8%	Shares	Sole	2020-10-20
2020-06-30	$2,941,536	9,973	+7.5%	Shares	Sole	2020-08-24
2020-03-31	$2,313,747	9,278	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.