Costello Asset Management, INC

Position in UNH — Unitedhealth Group Inc

CIK 1760145 FEASTERVILLE, PA

Position in UNH

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$67,747

+$18,771 QoQ

Shares Held

163

-9.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#3,180

of 3,349 holders

Holding Since

Jun 2020

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Costello Asset Management, INC holds $118,949 across 3 Healthcare Plans names. UNH ranks #1 (57.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc This page	163	$67,747
2	CVS	CVS HEALTH Corp	431	$44,586
3	CI	Cigna Group	24	$6,616

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$67,747	163	-9.9%	Shares	Sole	2026-07-28
2026-03-31	$48,976	181	0.0%	Shares	Sole	2026-04-30
2025-12-31	$59,749	181	0.0%	Shares	Sole	2026-02-03
2025-09-30	$62,499	181	-65.8%	Shares	Sole	2025-11-06
2025-06-30	$165,344	530	-81.3%	Shares	Sole	2025-07-24
2025-03-31	$1,484,831	2,835	-56.7%	Shares	Sole	2025-05-09
2024-12-31	$3,310,853	6,545	-2.1%	Shares	Sole	2025-01-24
2024-09-30	$3,908,585	6,685	+0.6%	Shares	Sole	2024-11-01
2024-06-30	$3,385,560	6,648	-5.9%	Shares	Sole	2024-08-01
2024-03-31	$3,496,539	7,068	+17.0%	Shares	Sole	2024-04-24
2023-12-31	$3,181,458	6,043	+1342.2%	Shares	Sole	2024-01-29
2023-09-30	$211,255	419	+280.9%	Shares	Sole	2023-11-08
2021-12-31	$55,235	110	-8.3%	Shares	Sole	2022-01-28
2021-09-30	$46,888	120	0.0%	Shares	Sole	2021-10-29
2021-06-30	$48,052	120	0.0%	Shares	Sole	2021-08-05
2021-03-31	$44,648	120	0.0%	Shares	Sole	2021-05-03
2020-12-31	$42,081	120	+500.0%	Shares	Sole	2021-02-05
2020-09-30	$6,235	20	+100.0%	Shares	Sole	2020-11-04
2020-06-30	$2,949	10	—	Shares	Sole	2020-07-28
No filing history on record for this holder in this stock.