Position in UNH
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$2,243,570
+$638,972 QoQ
Shares Held
5,398
-9.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#1,348
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, 2026Cassaday & Co Wealth Management LLC holds $3,040,075 across 7 Healthcare Plans names. UNH ranks #1 (73.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
This page
|
5,398 | $2,243,570 | |
| 2 | CI |
Cigna Group
|
1,190 | $328,059 | |
| 3 | CVS |
CVS HEALTH Corp
|
1,922 | $198,830 | |
| 4 | ELV |
Elevance Health, Inc.
|
340 | $131,488 | |
| 5 | HUM |
Humana Inc
|
276 | $109,632 | |
| 6 | CNC |
Centene Corp
|
305 | $19,577 | |
| 7 | MOH |
Molina Healthcare, Inc.
|
39 | $8,919 |
All Filings in UNH
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,243,570 | 5,398 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,604,598 | 5,930 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $2,887,802 | 8,748 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $3,019,648 | 8,745 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $2,735,664 | 8,769 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $3,216,872 | 6,142 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $3,336,652 | 6,596 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $3,523,866 | 6,027 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $3,103,430 | 6,094 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $2,747,069 | 5,553 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $2,718,691 | 5,164 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,570,864 | 5,099 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $2,421,464 | 5,038 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $2,416,352 | 5,113 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $2,677,939 | 5,051 | Shares | Sole | 2023-02-07 | |
| No filing history on record for this holder in this stock. | ||||||