Cascades Capital Asset Management, LLC
Position in UNH — Unitedhealth Group Inc
CIK 2035512
GREENSBORO, NC
Position in UNH
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,228,198
+$1,137,350 QoQ
Shares Held
7,767
+0.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
2.25%
of 13F equity value
Holder Rank
#1,174
of 3,349 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UNH Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Cascades Capital Asset Management, LLC holds $3,398,815 across 2 Healthcare Plans names. UNH ranks #1 (95.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
This page
|
7,767 | $3,228,198 | |
| 2 | CNC |
Centene Corp
|
2,658 | $170,617 |
All Filings in UNH
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,228,198 | 7,767 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $2,090,848 | 7,727 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,557,362 | 7,747 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $2,674,693 | 7,746 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,422,135 | 7,764 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $4,193,142 | 8,006 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $4,156,651 | 8,217 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $4,796,130 | 8,203 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||