Position in UNH
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$2,581,062
+$918,287 QoQ
Shares Held
6,210
+1.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.33%
of 13F equity value
Holder Rank
#1,274
of 3,349 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 65%
Shared 0%
None 35%
Common Shares in UNH Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026DELTA CAPITAL MANAGEMENT LLC holds $4,311,780 across 2 Healthcare Plans names. UNH ranks #1 (59.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
This page
|
6,210 | $2,581,062 | |
| 2 | CVS |
CVS HEALTH Corp
|
16,730 | $1,730,718 |
All Filings in UNH
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,581,062 | 6,210 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $1,662,775 | 6,145 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $2,035,128 | 6,165 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $2,405,014 | 6,965 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $2,185,349 | 7,005 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $3,668,868 | 7,005 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $3,667,485 | 7,250 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $4,203,849 | 7,190 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $3,661,579 | 7,190 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $3,556,893 | 7,190 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $3,785,319 | 7,190 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $3,652,856 | 7,245 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $3,549,526 | 7,385 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $3,501,891 | 7,410 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $3,949,841 | 7,450 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $3,742,346 | 7,410 | Shares | Sole | 2022-10-13 | |
| 2022-06-30 | $3,805,998 | 7,410 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $3,778,877 | 7,410 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $4,424,355 | 8,811 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $3,440,856 | 8,806 | Shares | Sole | 2021-10-18 | |
| 2021-06-30 | $3,530,279 | 8,816 | Shares | Sole | 2021-07-23 | |
| 2021-03-31 | $3,267,146 | 8,781 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $4,660,887 | 13,291 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $4,146,852 | 13,301 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $4,020,463 | 13,631 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $4,259,659 | 17,081 | Shares | Sole | 2020-04-14 | |
| No filing history on record for this holder in this stock. | ||||||