Position in UNH
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,528,687
+$516,141 QoQ
Shares Held
3,678
-1.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#1,559
of 3,349 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UNH Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Smithfield Trust Co holds $2,550,302 across 7 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
|
3,678 | $1,528,687 | |
| 2 | CVS |
CVS HEALTH Corp
|
4,878 | $504,628 | |
| 3 | CI |
Cigna Group
|
1,178 | $324,750 | |
| 4 | ELV |
Elevance Health, Inc.
|
272 | $105,190 | |
| 5 | HUM |
Humana Inc
|
136 | $54,021 | |
| 6 | CNC |
Centene Corp
|
372 | $23,878 | |
| 7 | MOH |
Molina Healthcare, Inc.
|
40 | $9,148 |
All Filings in UNH
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,528,687 | 3,678 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $1,012,546 | 3,742 | Shares | Defined | 2026-05-08 | |
| 2025-12-31 | $1,287,759 | 3,901 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $1,414,003 | 4,095 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $1,542,070 | 4,956 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $2,846,580 | 5,435 | Shares | Defined | 2025-05-09 | |
| 2024-12-31 | $2,722,537 | 5,382 | Shares | Defined | 2025-02-06 | |
| 2024-09-30 | $3,800,419 | 6,500 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $3,254,171 | 6,390 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $3,082,480 | 6,244 | Shares | Defined | 2024-05-07 | |
| 2023-12-31 | $3,228,313 | 6,132 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $3,063,962 | 6,077 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $2,930,461 | 6,097 | Shares | Defined | 2023-08-08 | |
| 2023-03-31 | $2,500,472 | 5,291 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $2,892,661 | 5,456 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $2,788,325 | 5,521 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,890,195 | 5,627 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $2,832,373 | 5,554 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $2,658,328 | 5,294 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $2,083,034 | 5,331 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $2,119,127 | 5,292 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $2,010,293 | 5,403 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $2,057,789 | 5,868 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,766,488 | 5,666 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $1,603,937 | 5,438 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $1,082,807 | 4,342 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||