CALDWELL SUTTER CAPITAL, INC.

Position in UNH — Unitedhealth Group Inc

CIK 702007 SAUSALITO, CA

Position in UNH

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$507,899

+$198,615 QoQ

Shares Held

1,222

+6.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.23%

of 13F equity value

Holder Rank

#2,302

of 3,340 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

CALDWELL SUTTER CAPITAL, INC. holds $754,138 across 4 Healthcare Plans names. UNH ranks #1 (67.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc This page	1,222	$507,899
2	CVS	CVS HEALTH Corp	2,029	$209,900
3	CI	Cigna Group	122	$33,632
4	ELV	Elevance Health, Inc.	7	$2,707

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$507,899	1,222	+6.9%	Shares	Sole	2026-08-05
2026-03-31	$309,284	1,143	+10.9%	Shares	Sole	2026-05-06
2025-12-31	$340,343	1,031	+5.2%	Shares	Sole	2026-01-30
2025-09-30	$338,394	980	+7.1%	Shares	Sole	2025-10-29
2025-06-30	$285,452	915	+5.1%	Shares	Sole	2025-07-11
2025-03-31	$456,186	871	-8.4%	Shares	Sole	2025-04-16
2024-12-31	$481,072	951	-9.0%	Shares	Sole	2025-01-21
2024-09-30	$610,990	1,045	-1.5%	Shares	Sole	2024-10-25
2024-06-30	$540,324	1,061	+1.3%	Shares	Sole	2024-07-23
2024-03-31	$517,950	1,047	-48.9%	Shares	Sole	2024-04-19
2023-12-31	$1,078,737	2,049	+8.0%	Shares	Sole	2024-01-19
2023-09-30	$956,448	1,897	-0.1%	Shares	Sole	2023-10-25
2023-06-30	$912,254	1,898	+50.6%	Shares	Sole	2023-07-19
2023-03-31	$595,463	1,260	+9.6%	Shares	Sole	2023-04-25
2022-12-31	$609,707	1,150	—	Shares	Sole	2023-02-10
No filing history on record for this holder in this stock.