DELTA ASSET MANAGEMENT LLC/TN

Position in UNH — Unitedhealth Group Inc

CIK 860857 MEMPHIS, TN

Position in UNH

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$60,266

+$21,031 QoQ

Shares Held

145

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#3,194

of 3,349 holders

Holding Since

Mar 2020

23 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

DELTA ASSET MANAGEMENT LLC/TN holds $178,643 across 4 Healthcare Plans names. UNH ranks #2 (33.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CVS	CVS HEALTH Corp	611	$63,207
2	UNH	Unitedhealth Group Inc This page	145	$60,266
3	CI	Cigna Group	137	$37,768
4	ELV	Elevance Health, Inc.	45	$17,402

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$60,266	145	0.0%	Shares	Sole	2026-08-10
2026-03-31	$39,235	145	-7.6%	Shares	Sole	2026-05-11
2025-12-31	$51,827	157	-20.3%	Shares	Sole	2026-02-09
2025-09-30	$68,024	197	+2.1%	Shares	Sole	2025-11-04
2025-06-30	$60,210	193	0.0%	Shares	Sole	2025-08-11
2025-03-31	$101,083	193	-15.0%	Shares	Sole	2025-05-09
2024-12-31	$114,830	227	0.0%	Shares	Sole	2025-02-12
2024-09-30	$132,722	227	-3.0%	Shares	Sole	2024-11-07
2024-06-30	$119,166	234	0.0%	Shares	Sole	2024-08-12
2024-03-31	$115,759	234	0.0%	Shares	Sole	2024-05-13
2023-12-31	$123,193	234	+2.2%	Shares	Sole	2024-02-09
2023-09-30	$115,459	229	0.0%	Shares	Sole	2023-11-09
2023-06-30	$110,066	229	0.0%	Shares	Sole	2023-08-10
2023-03-31	$108,223	229	+21.2%	Shares	Sole	2023-05-12
2022-12-31	$100,204	189	+61.5%	Shares	Sole	2023-02-13
2021-12-31	$58,750	117	0.0%	Shares	Sole	2022-02-09
2021-09-30	$45,716	117	-5.6%	Shares	Sole	2021-11-03
2021-06-30	$49,654	124	0.0%	Shares	Sole	2021-08-02
2021-03-31	$46,136	124	-4.6%	Shares	Sole	2021-04-28
2020-12-31	$45,588	130	0.0%	Shares	Sole	2021-02-02
2020-09-30	$40,530	130	-15.6%	Shares	Sole	2020-10-28
2020-06-30	$45,422	154	0.0%	Shares	Sole	2020-07-23
2020-03-31	$38,404	154	—	Shares	Sole	2020-04-27
No filing history on record for this holder in this stock.