FIRST CITIZENS BANK & TRUST CO

Bank

Position in UNH — Unitedhealth Group Inc

CIK 1092203 RALEIGH, NC

Position in UNH

as of Jun 30, 2026 · filed Jul 13, 2026 Compact

Position Value

$7,332,128

+$2,820,311 QoQ

Shares Held

17,641

+5.8% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.29%

of 13F equity value

Holder Rank

#831

of 3,349 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 98% Shared 0% None 2%

Healthcare · as of Jun 30, 2026

FIRST CITIZENS BANK & TRUST CO holds $33,151,217 across 5 Healthcare Plans names. UNH ranks #2 (22.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CNC	Centene Corp	235,652	$15,126,501
2	UNH	Unitedhealth Group Inc This page	17,641	$7,332,128
3	CVS	CVS HEALTH Corp	39,761	$4,113,275
4	ELV	Elevance Health, Inc.	9,202	$3,558,689
5	CI	Cigna Group	10,957	$3,020,624

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,332,128	17,641	+5.8%	Shares	Sole	2026-07-13
2026-03-31	$4,511,817	16,674	-51.4%	Shares	Sole	2026-05-13
2025-12-31	$11,336,636	34,342	-5.1%	Shares	Sole	2026-02-18
2025-09-30	$12,501,585	36,205	-24.0%	Shares	Sole	2025-10-31
2025-06-30	$14,854,763	47,616	+17.7%	Shares	Sole	2025-07-30
2025-03-31	$21,182,021	40,443	+5.0%	Shares	Sole	2025-04-14
2024-12-31	$19,485,726	38,520	-6.2%	Shares	Sole	2025-01-21
2024-09-30	$24,003,452	41,054	-3.8%	Shares	Sole	2024-10-17
2024-06-30	$21,729,614	42,669	+3.9%	Shares	Sole	2024-07-19
2024-03-31	$20,306,940	41,049	+23.1%	Shares	Sole	2024-04-15
2023-12-31	$17,555,668	33,346	+48.4%	Shares	Sole	2024-01-22
2023-09-30	$11,326,628	22,465	-5.6%	Shares	Sole	2023-10-30
2023-06-30	$11,436,347	23,794	+22.5%	Shares	Sole	2023-08-15
2023-03-31	$9,179,115	19,423	+2.4%	Shares	Sole	2023-05-11
2022-12-31	$10,059,105	18,973	-23.7%	Shares	Sole	2023-01-24
2022-09-30	$12,554,788	24,859	+3.2%	Shares	Sole	2022-10-20
2022-06-30	$12,369,750	24,083	-6.7%	Shares	Sole	2022-07-26
2022-03-31	$13,165,894	25,817	+10.2%	Shares	Sole	2022-04-26
2021-12-31	$11,765,139	23,430	-0.5%	Shares	Sole	2022-03-11
2021-09-30	$9,198,018	23,540	-3.9%	Shares	Sole	2021-10-15
2021-06-30	$9,812,781	24,505	-4.4%	Shares	Sole	2021-07-14
2021-03-31	$9,540,618	25,642	-4.2%	Shares	Sole	2021-04-14
2020-12-31	$9,383,144	26,757	-0.5%	Shares	Sole	2021-01-13
2020-09-30	$8,387,235	26,902	-9.2%	Shares	Sole	2020-10-15
2020-06-30	$8,739,368	29,630	-18.4%	Shares	Sole	2020-07-15
2020-03-31	$9,058,478	36,324	—	Shares	Sole	2020-04-17
No filing history on record for this holder in this stock.