Occidental Asset Management, LLC
Position in UNH — Unitedhealth Group Inc
CIK 1770994
Burlingame, CA
Position in UNH
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$221,115
-$4,020 QoQ
Shares Held
532
-18.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#2,964
of 3,349 holders
Holding Since
Mar 2020
23 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, 2026Occidental Asset Management, LLC holds $916,142 across 3 Healthcare Plans names. UNH ranks #3 (24.1% of the industry book) .
All Filings in UNH
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $221,115 | 532 | Shares | Sole | 2026-08-07 | |
| 2025-09-30 | $225,135 | 652 | Shares | Sole | 2025-10-29 | |
| 2025-03-31 | $4,377,502 | 8,358 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $3,829,866 | 7,571 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $4,091,005 | 6,997 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $3,396,254 | 6,669 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $3,113,147 | 6,293 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $3,257,269 | 6,187 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $3,351,350 | 6,647 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $3,139,059 | 6,531 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $3,038,281 | 6,429 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $3,368,763 | 6,354 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $3,041,350 | 6,022 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $3,044,798 | 5,928 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $3,047,070 | 5,975 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $2,955,596 | 5,886 | Shares | Sole | 2022-02-01 | |
| 2021-09-30 | $2,251,443 | 5,762 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $2,226,045 | 5,559 | Shares | Sole | 2021-08-17 | |
| 2021-03-31 | $1,981,644 | 5,326 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $1,581,917 | 4,511 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $1,314,734 | 4,217 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $1,253,537 | 4,250 | Shares | Sole | 2020-07-17 | |
| 2020-03-31 | $1,044,403 | 4,188 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||