Position in UNH
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$2,263,936
+$814,657 QoQ
Shares Held
5,447
+1.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#1,342
of 3,349 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 72%
Shared 0%
None 28%
Common Shares in UNH Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026TRUST CO OF TOLEDO NA /OH/ holds $6,239,154 across 6 Healthcare Plans names. UNH ranks #2 (36.3% of the industry book) .
All Filings in UNH
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,263,936 | 5,447 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $1,449,279 | 5,356 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $1,296,010 | 3,926 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $1,873,597 | 5,426 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $1,692,749 | 5,426 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $3,025,179 | 5,776 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $2,946,128 | 5,824 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $3,305,780 | 5,654 | Shares | Sole | 2024-10-02 | |
| 2024-06-30 | $2,890,050 | 5,675 | Shares | Sole | 2024-07-08 | |
| 2024-03-31 | $2,560,567 | 5,176 | Shares | Sole | 2024-04-04 | |
| 2023-12-31 | $2,746,067 | 5,216 | Shares | Sole | 2024-01-04 | |
| 2023-09-30 | $2,301,627 | 4,565 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $1,574,096 | 3,275 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $1,454,159 | 3,077 | Shares | Sole | 2023-04-04 | |
| 2022-12-31 | $1,644,088 | 3,101 | Shares | Sole | 2023-01-05 | |
| 2022-09-30 | $1,522,695 | 3,015 | Shares | Sole | 2022-10-11 | |
| 2022-06-30 | $1,525,481 | 2,970 | Shares | Sole | 2022-08-22 | |
| 2022-03-31 | $1,501,861 | 2,945 | Shares | Sole | 2022-04-07 | |
| 2021-12-31 | $1,489,849 | 2,967 | Shares | Sole | 2022-01-07 | |
| 2021-09-30 | $1,177,299 | 3,013 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $907,797 | 2,267 | Shares | Sole | 2021-07-06 | |
| 2021-03-31 | $843,482 | 2,267 | Shares | Sole | 2021-04-06 | |
| 2020-12-31 | $794,991 | 2,267 | Shares | Sole | 2021-01-08 | |
| 2020-09-30 | $663,758 | 2,129 | Shares | Sole | 2020-10-02 | |
| 2020-06-30 | $627,948 | 2,129 | Shares | Sole | 2020-07-09 | |
| 2020-03-31 | $530,930 | 2,129 | Shares | Sole | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||