Trust Asset Management LLC

Position in UNH — Unitedhealth Group Inc

CIK 1608376 HOUSTON, TX

Position in UNH

as of Jun 30, 2026 · filed Jul 14, 2026 Compact

Position Value

$4,160,456

+$1,397,733 QoQ

Shares Held

10,010

-2.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.30%

of 13F equity value

Holder Rank

#1,052

of 3,349 holders

Holding Since

Jun 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

Trust Asset Management LLC holds $8,276,865 across 6 Healthcare Plans names. UNH ranks #1 (50.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc This page	10,010	$4,160,456
2	CVS	CVS HEALTH Corp	14,171	$1,465,989
3	ELV	Elevance Health, Inc.	2,490	$962,957
4	CI	Cigna Group	2,941	$810,774
5	HUM	Humana Inc	1,343	$533,466
6	CNC	Centene Corp	5,347	$343,223

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,160,456	10,010	-2.0%	Shares	Sole	2026-07-14
2026-03-31	$2,762,723	10,210	0.0%	Shares	Sole	2026-04-20
2025-12-31	$3,370,423	10,210	-3.7%	Shares	Sole	2026-01-13
2025-09-30	$3,660,180	10,600	0.0%	Shares	Sole	2025-11-12
2025-06-30	$3,306,882	10,600	0.0%	Shares	Sole	2025-07-23
2025-03-31	$5,551,750	10,600	+0.5%	Shares	Sole	2025-05-12
2024-12-31	$5,334,293	10,545	0.0%	Shares	Sole	2025-01-16
2024-09-30	$6,165,450	10,545	0.0%	Shares	Sole	2024-11-13
2024-06-30	$5,370,146	10,545	0.0%	Shares	Sole	2024-07-24
2024-03-31	$5,216,611	10,545	0.0%	Shares	Sole	2024-05-15
2023-12-31	$5,551,626	10,545	-3.6%	Shares	Sole	2024-02-02
2023-09-30	$5,516,342	10,941	0.0%	Shares	Sole	2023-11-08
2023-06-30	$5,258,682	10,941	0.0%	Shares	Sole	2023-08-14
2023-03-31	$5,170,607	10,941	+3.2%	Shares	Sole	2023-05-12
2022-12-31	$5,622,028	10,604	0.0%	Shares	Sole	2023-02-01
2022-09-30	$5,355,444	10,604	+7.3%	Shares	Sole	2022-11-14
2022-06-30	$5,078,259	9,887	+4.5%	Shares	Sole	2022-08-10
2022-03-31	$4,824,316	9,460	+3.3%	Shares	Sole	2022-05-10
2021-12-31	$4,598,598	9,158	0.0%	Shares	Sole	2022-01-31
2021-09-30	$3,578,396	9,158	+7.1%	Shares	Sole	2021-10-29
2021-06-30	$3,424,963	8,553	+12.2%	Shares	Sole	2021-07-19
2021-03-31	$2,837,033	7,625	+21.6%	Shares	Sole	2021-04-21
2020-12-31	$2,198,062	6,268	+30.3%	Shares	Sole	2021-01-27
2020-09-30	$1,499,613	4,810	+80.8%	Shares	Sole	2020-10-28
2020-06-30	$784,567	2,660	—	Shares	Sole	2020-07-20
No filing history on record for this holder in this stock.