Position in UNH
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$26,689,678
+$9,001,482 QoQ
Shares Held
64,215
-1.8% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
1.57%
of 13F equity value
Holder Rank
#484
of 3,349 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 99%
Shared 1%
None 0%
Common Shares in UNH Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026COMMUNITY TRUST & INVESTMENT CO holds $52,053,859 across 2 Healthcare Plans names. UNH ranks #1 (51.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
This page
|
64,215 | $26,689,678 | |
| 2 | CVS |
CVS HEALTH Corp
|
245,183 | $25,364,181 |
All Filings in UNH
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $26,689,678 | 64,215 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $17,688,196 | 65,369 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $20,497,849 | 62,094 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $21,637,877 | 62,664 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $19,242,308 | 61,680 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $30,998,143 | 59,185 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $29,593,314 | 58,501 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $33,637,809 | 57,532 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $29,870,644 | 58,655 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $29,455,427 | 59,542 | Shares | Sole | 2024-05-23 | |
| 2023-12-31 | $30,960,120 | 58,807 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $29,772,923 | 59,051 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $27,539,710 | 57,298 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $24,226,852 | 51,264 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $26,853,086 | 50,649 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $26,354,501 | 52,183 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $29,668,809 | 57,763 | Shares | Sole | 2022-07-12 | |
| 2022-03-31 | $30,132,597 | 59,087 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $33,494,243 | 66,703 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $26,106,902 | 66,814 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $26,328,128 | 65,748 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $28,047,379 | 75,382 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $30,793,911 | 87,812 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $30,585,571 | 98,103 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $29,117,463 | 98,720 | Shares | Sole | 2020-07-21 | |
| 2020-03-31 | $24,848,971 | 99,643 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||