Creative Capital Management Investments LLC
Position in UNH — Unitedhealth Group Inc
CIK 1957363
SAN DIEGO, CA
Position in UNH
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$88,113
+$48,607 QoQ
Shares Held
212
+45.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#3,159
of 3,349 holders
Holding Since
Dec 2022
15 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, 2026Creative Capital Management Investments LLC holds $119,829 across 8 Healthcare Plans names. UNH ranks #1 (73.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
This page
|
212 | $88,113 | |
| 2 | CI |
Cigna Group
|
29 | $7,994 | |
| 3 | CVS |
CVS HEALTH Corp
|
66 | $6,827 | |
| 4 | ELV |
Elevance Health, Inc.
|
17 | $6,574 | |
| 5 | CNC |
Centene Corp
|
62 | $3,979 | |
| 6 | HUM |
Humana Inc
|
10 | $3,972 | |
| 7 | MOH |
Molina Healthcare, Inc.
|
7 | $1,600 | |
| 8 | OSCR |
Oscar Health, Inc.
|
27 | $770 |
All Filings in UNH
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $88,113 | 212 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $39,506 | 146 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $48,196 | 146 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $50,413 | 146 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $48,667 | 156 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $76,467 | 146 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $73,855 | 146 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $93,548 | 160 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $81,481 | 160 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $79,152 | 160 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $84,235 | 160 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $80,670 | 160 | Shares | Sole | 2024-04-22 | |
| 2023-06-30 | $42,296 | 88 | Shares | Sole | 2024-04-22 | |
| 2023-03-31 | $92,155 | 195 | Shares | Sole | 2024-04-22 | |
| 2022-12-31 | $16,965 | 32 | Shares | Sole | 2023-01-13 | |
| No filing history on record for this holder in this stock. | ||||||