Position in UNH
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$802,581
+$261,131 QoQ
Shares Held
1,931
-3.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#1,978
of 3,353 holders
Holding Since
Mar 2020
26 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, 2026Secure Asset Management, LLC holds $1,106,930 across 2 Healthcare Plans names. UNH ranks #1 (72.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
This page
|
1,931 | $802,581 | |
| 2 | CVS |
CVS HEALTH Corp
|
2,942 | $304,349 |
All Filings in UNH
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $802,581 | 1,931 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $541,450 | 2,001 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $673,424 | 2,040 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $693,362 | 2,008 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $866,028 | 2,776 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $3,193,827 | 6,098 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $2,356,801 | 4,659 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $2,453,901 | 4,197 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $2,074,215 | 4,073 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $882,544 | 1,784 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $1,273,004 | 2,418 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $1,238,290 | 2,456 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $1,171,319 | 2,437 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $1,095,463 | 2,318 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $1,151,550 | 2,172 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $1,065,129 | 2,109 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $1,064,241 | 2,072 | Shares | Sole | 2022-07-20 | |
| 2022-03-31 | $1,148,962 | 2,253 | Shares | Sole | 2022-04-19 | |
| 2021-12-31 | $953,563 | 1,899 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $753,346 | 1,928 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $711,581 | 1,777 | Shares | Sole | 2021-07-16 | |
| 2021-03-31 | $564,058 | 1,516 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $530,228 | 1,512 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $519,097 | 1,665 | Shares | Sole | 2020-10-20 | |
| 2020-06-30 | $548,312 | 1,859 | Shares | Sole | 2020-07-14 | |
| 2020-03-31 | $394,269 | 1,581 | Shares | Sole | 2020-04-15 | |
| No filing history on record for this holder in this stock. | ||||||