Samalin Investment Counsel, LLC

Position in UNH — Unitedhealth Group Inc

CIK 1544366 CHAPPAQUA, NY

Position in UNH

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$2,339,581

+$883,807 QoQ

Shares Held

5,629

+4.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.19%

of 13F equity value

Holder Rank

#1,323

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

Samalin Investment Counsel, LLC holds $4,654,443 across 5 Healthcare Plans names. UNH ranks #1 (50.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc This page	5,629	$2,339,581
2	CVS	CVS HEALTH Corp	12,860	$1,330,367
3	HUM	Humana Inc	1,125	$446,872
4	ELV	Elevance Health, Inc.	705	$272,644
5	OSCR	Oscar Health, Inc.	9,291	$264,979

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,339,581	5,629	+4.6%	Shares	Sole	2026-07-27
2026-03-31	$1,455,774	5,380	-5.7%	Shares	Sole	2026-04-23
2025-12-31	$1,882,617	5,703	+1.5%	Shares	Sole	2026-01-30
2025-09-30	$1,939,895	5,618	+37.6%	Shares	Sole	2025-10-30
2025-06-30	$1,273,773	4,083	+124.3%	Shares	Sole	2025-08-07
2025-03-31	$953,225	1,820	+6.4%	Shares	Sole	2025-05-14
2024-12-31	$865,020	1,710	-45.1%	Shares	Sole	2025-02-11
2024-09-30	$1,819,524	3,112	-1.8%	Shares	Sole	2024-11-13
2024-06-30	$1,613,335	3,168	+9.2%	Shares	Sole	2024-08-13
2024-03-31	$1,435,619	2,902	-5.1%	Shares	Sole	2024-05-13
2023-12-31	$1,609,418	3,057	-0.3%	Shares	Sole	2024-02-14
2023-09-30	$1,545,342	3,065	-0.6%	Shares	Sole	2023-11-13
2023-06-30	$1,482,774	3,085	+6.6%	Shares	Sole	2023-08-03
2023-03-31	$1,368,148	2,895	-0.8%	Shares	Sole	2023-05-09
2022-12-31	$1,547,595	2,919	+1.8%	Shares	Sole	2023-02-10
2022-09-30	$1,447,949	2,867	-3.8%	Shares	Sole	2022-11-10
2022-06-30	$1,530,617	2,980	+70.2%	Shares	Sole	2022-08-15
2022-03-31	$892,957	1,751	+26.7%	Shares	Sole	2022-10-14
2021-12-31	$693,957	1,382	+1.3%	Shares	Sole	2022-10-14
2021-09-30	$532,969	1,364	+1.0%	Shares	Sole	2022-10-14
2021-06-30	$540,994	1,351	-1.1%	Shares	Sole	2022-10-14
2021-03-31	$508,247	1,366	-2.1%	Shares	Sole	2021-05-11
2020-12-31	$489,198	1,395	-3.3%	Shares	Sole	2022-10-14
2020-09-30	$449,884	1,443	-4.9%	Shares	Sole	2022-10-14
2020-06-30	$447,439	1,517	-9.2%	Shares	Sole	2020-08-05
2020-03-31	$416,713	1,671	—	Shares	Sole	2020-05-04
No filing history on record for this holder in this stock.