CARRET ASSET MANAGEMENT, LLC

Position in UNH — Unitedhealth Group Inc

CIK 791490 NEW YORK, NY

Position in UNH

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$2,647,563

+$935,811 QoQ

Shares Held

6,370

+0.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.29%

of 13F equity value

Holder Rank

#1,260

of 3,349 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 17% Shared 0% None 83%

Healthcare · as of Jun 30, 2026

CARRET ASSET MANAGEMENT, LLC holds $4,797,891 across 3 Healthcare Plans names. UNH ranks #1 (55.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc This page	6,370	$2,647,563
2	CVS	CVS HEALTH Corp	18,569	$1,920,963
3	CI	Cigna Group	832	$229,365

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,647,563	6,370	+0.7%	Shares	Sole	2026-08-04
2026-03-31	$1,711,752	6,326	-9.6%	Shares	Sole	2026-05-15
2025-12-31	$2,310,770	7,000	-8.6%	Shares	Sole	2026-02-17
2025-09-30	$2,644,307	7,658	-2.9%	Shares	Sole	2025-11-13
2025-06-30	$2,459,259	7,883	-2.6%	Shares	Sole	2025-08-04
2025-03-31	$4,237,137	8,090	-0.2%	Shares	Sole	2025-04-22
2024-12-31	$4,102,524	8,110	+1.9%	Shares	Sole	2025-02-10
2024-09-30	$4,651,129	7,955	+11.3%	Shares	Sole	2024-10-24
2024-06-30	$3,638,662	7,145	+1.8%	Shares	Sole	2024-08-01
2024-03-31	$3,471,804	7,018	+6.6%	Shares	Sole	2024-04-19
2023-12-31	$3,467,331	6,586	+0.8%	Shares	Sole	2024-02-02
2023-09-30	$3,294,881	6,535	+5.0%	Shares	Sole	2023-10-12
2023-06-30	$2,991,022	6,223	+0.5%	Shares	Sole	2023-07-25
2023-03-31	$2,924,859	6,189	+0.2%	Shares	Sole	2023-05-11
2022-12-31	$3,275,452	6,178	0.0%	Shares	Sole	2023-01-10
2022-09-30	$3,120,137	6,178	-0.7%	Shares	Sole	2022-11-14
2022-06-30	$3,196,319	6,223	-5.8%	Shares	Sole	2022-08-04
2022-03-31	$3,367,841	6,604	+5.0%	Shares	Sole	2022-04-13
2021-12-31	$3,157,456	6,288	+1.0%	Shares	Sole	2022-01-10
2021-09-30	$2,431,575	6,223	-1.5%	Shares	Sole	2021-10-27
2021-06-30	$2,529,179	6,316	-10.6%	Shares	Sole	2021-07-14
2021-03-31	$2,628,302	7,064	+4.3%	Shares	Sole	2021-07-14
2020-12-31	$2,376,207	6,776	+8.2%	Shares	Sole	2021-03-16
2020-09-30	$1,953,239	6,265	+0.6%	Shares	Sole	2020-11-16
2020-06-30	$1,837,538	6,230	-0.2%	Shares	Sole	2020-08-12
2020-03-31	$1,556,131	6,240	—	Shares	Sole	2020-05-18
No filing history on record for this holder in this stock.