Shulman DeMeo Asset Management LLC

Position in UNH — Unitedhealth Group Inc

CIK 1767070 LAKE SUCCESS, NY

Position in UNH

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$332,088

+$90,993 QoQ

Shares Held

799

-10.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#2,620

of 3,349 holders

Holding Since

Jun 2022

17 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

Shulman DeMeo Asset Management LLC holds $622,058 across 2 Healthcare Plans names. UNH ranks #1 (53.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	UNH	Unitedhealth Group Inc This page	799	$332,088
2	CVS	CVS HEALTH Corp	2,803	$289,970

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$332,088	799	-10.3%	Shares	Sole	2026-07-08
2026-03-31	$241,095	891	+0.2%	Shares	Sole	2026-04-09
2025-12-31	$293,467	889	-2.9%	Shares	Sole	2026-01-14
2025-09-30	$316,294	916	+0.1%	Shares	Sole	2025-10-17
2025-06-30	$285,452	915	+11.7%	Shares	Sole	2025-07-15
2025-03-31	$428,951	819	+0.5%	Shares	Sole	2025-04-09
2024-12-31	$412,275	815	+1.0%	Shares	Sole	2025-01-15
2024-09-30	$471,836	807	+0.4%	Shares	Sole	2024-10-15
2024-06-30	$409,445	804	+0.9%	Shares	Sole	2024-07-17
2024-03-31	$394,275	797	+0.4%	Shares	Sole	2024-04-16
2023-12-31	$418,017	794	+6.0%	Shares	Sole	2024-01-11
2023-09-30	$377,638	749	+0.4%	Shares	Sole	2023-10-19
2023-06-30	$358,557	746	-12.1%	Shares	Sole	2023-07-27
2023-03-31	$401,228	849	+2.5%	Shares	Sole	2023-04-14
2022-12-31	$438,989	828	+1.5%	Shares	Sole	2023-01-24
2022-09-30	$412,112	816	+0.1%	Shares	Sole	2022-10-18
2022-06-30	$418,608	815	—	Shares	Sole	2022-07-22
No filing history on record for this holder in this stock.