Camelot Portfolios, LLC

Position in UNH — Unitedhealth Group Inc

CIK 1569766 Maumee, OH

Position in UNH

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$995,849

+$348,869 QoQ

Shares Held

2,396

+0.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.02%

of 13F equity value

Holder Rank

#1,823

of 3,349 holders

Holding Since

Mar 2020

21 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

Camelot Portfolios, LLC holds $2,174,659 across 3 Healthcare Plans names. UNH ranks #1 (45.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc This page	2,396	$995,849
2	HUM	Humana Inc	2,109	$837,736
3	CVS	CVS HEALTH Corp	3,297	$341,074

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$995,849	2,396	+0.2%	Shares	Sole	2026-07-17
2026-03-31	$646,980	2,391	-3.5%	Shares	Sole	2026-05-08
2025-12-31	$817,682	2,477	-12.9%	Shares	Sole	2026-01-29
2025-09-30	$981,687	2,843	+17.9%	Shares	Sole	2025-11-17
2025-06-30	$752,471	2,412	+180.5%	Shares	Sole	2025-07-17
2025-03-31	$450,425	860	+28.6%	Shares	Sole	2025-05-13
2024-06-30	$340,694	669	+57.4%	Shares	Sole	2024-08-12
2023-12-31	$223,749	425	-15.7%	Shares	Sole	2024-01-23
2023-06-30	$242,242	504	-2.5%	Shares	Sole	2023-07-25
2023-03-31	$244,329	517	+2.0%	Shares	Sole	2023-04-20
2022-12-31	$268,801	507	-21.4%	Shares	Sole	2023-01-25
2022-06-30	$331,291	645	-12.1%	Shares	Sole	2022-07-18
2022-03-31	$374,317	734	-58.2%	Shares	Sole	2022-04-20
2021-12-31	$881,255	1,755	+30.9%	Shares	Sole	2022-01-04
2021-09-30	$523,982	1,341	-47.8%	Shares	Sole	2021-11-04
2021-06-30	$1,028,730	2,569	-8.0%	Shares	Sole	2021-07-28
2021-03-31	$1,039,191	2,793	+106.4%	Shares	Sole	2021-04-21
2020-12-31	$474,470	1,353	+28.5%	Shares	Sole	2021-01-27
2020-09-30	$328,293	1,053	+2.5%	Shares	Sole	2020-10-19
2020-06-30	$302,913	1,027	-48.6%	Shares	Sole	2020-07-30
2020-03-31	$498,510	1,999	—	Shares	Sole	2020-04-28
No filing history on record for this holder in this stock.