Delta Investment Management, LLC
Position in UNH — Unitedhealth Group Inc
CIK 1757043
SAN FRANCISCO, CA
Position in UNH
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$595,182
+$235,032 QoQ
Shares Held
1,432
+31.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#2,185
of 3,340 holders
Holding Since
Mar 2020
24 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, 2026Delta Investment Management, LLC holds $836,953 across 2 Healthcare Plans names. UNH ranks #1 (71.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
This page
|
1,432 | $595,182 | |
| 2 | CI |
Cigna Group
|
877 | $241,771 |
All Filings in UNH
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $595,182 | 1,432 | Shares | Sole | 2026-08-13 | |
| 2025-12-31 | $360,150 | 1,091 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $427,826 | 1,239 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $8,423,813 | 27,002 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $3,552,072 | 6,782 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $3,387,238 | 6,696 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $1,464,623 | 2,505 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $1,934,169 | 3,798 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $258,233 | 522 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $224,276 | 426 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $209,743 | 416 | Shares | Sole | 2023-11-14 | |
| 2023-03-31 | $300,094 | 635 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $450,653 | 850 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $401,001 | 794 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $348,754 | 679 | Shares | Sole | 2022-07-20 | |
| 2022-03-31 | $393,186 | 771 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $386,145 | 769 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $304,386 | 779 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $310,741 | 776 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $287,982 | 774 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $480,431 | 1,370 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $396,259 | 1,271 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $416,764 | 1,413 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $267,085 | 1,071 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||