Van Hulzen Asset Management, LLC
Position in UNH — Unitedhealth Group Inc
CIK 1600145
EL DORADO HILLS, CA
Position in UNH
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$4,911,499
+$2,247,541 QoQ
Shares Held
11,817
+20.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.43%
of 13F equity value
Holder Rank
#980
of 3,349 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in UNH Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Van Hulzen Asset Management, LLC holds $5,268,711 across 2 Healthcare Plans names. UNH ranks #1 (93.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
This page
|
11,817 | $4,911,499 | |
| 2 | CVS |
CVS HEALTH Corp
|
3,453 | $357,212 |
All Filings in UNH
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,911,499 | 11,817 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $2,663,958 | 9,845 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $2,919,162 | 8,843 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $4,184,690 | 12,119 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,737,984 | 5,571 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $3,011,562 | 5,750 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $11,271,066 | 22,281 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $12,802,737 | 21,897 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $13,248,908 | 26,016 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $12,801,351 | 25,877 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $12,836,391 | 24,382 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $10,712,524 | 21,247 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $3,524,533 | 7,333 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $3,051,041 | 6,456 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $2,041,723 | 3,851 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,940,868 | 3,843 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $2,008,293 | 3,910 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $2,049,059 | 4,018 | Shares | Sole | 2022-05-20 | |
| 2021-12-31 | $1,958,346 | 3,900 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $1,450,036 | 3,711 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,486,833 | 3,713 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $1,358,799 | 3,652 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $1,419,903 | 4,049 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $1,311,616 | 4,207 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $1,706,285 | 5,785 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $1,319,220 | 5,290 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||