MOODY NATIONAL BANK TRUST DIVISION

Bank

Position in UNH — Unitedhealth Group Inc

CIK 1092903 GALVESTON, TX

Back to UNH Full portfolio

Position in UNH

as of Jun 30, 2026 · filed Jul 7, 2026 Compact

Position Value

$2,719,881

+$941,023 QoQ

Shares Held

6,544

-0.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.35%

of 13F equity value

Holder Rank

#1,252

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, 2026

MOODY NATIONAL BANK TRUST DIVISION holds $8,267,393 across 6 Healthcare Plans names. UNH ranks #1 (32.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc This page	6,544	$2,719,881
2	CVS	CVS HEALTH Corp	15,244	$1,576,991
3	MOH	Molina Healthcare, Inc.	6,312	$1,443,554
4	ELV	Elevance Health, Inc.	3,241	$1,253,391
5	CI	Cigna Group	2,866	$790,098
6	CNC	Centene Corp	7,532	$483,478

All Filings in UNH

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,719,881	6,544	-0.5%	Shares	Defined	2026-07-07
2026-03-31	$1,778,858	6,574	-3.3%	Shares	Defined	2026-04-09
2025-12-31	$2,243,427	6,796	-30.8%	Shares	Defined	2026-01-12
2025-09-30	$3,389,464	9,816	+11.4%	Shares	Defined	2025-10-06
2025-06-30	$2,748,455	8,810	-7.0%	Shares	Defined	2025-07-10
2025-03-31	$4,963,054	9,476	+3.6%	Shares	Defined	2025-04-04
2024-12-31	$4,626,089	9,145	-3.4%	Shares	Defined	2025-01-13
2024-09-30	$5,535,165	9,467	+2.1%	Shares	Defined	2024-10-03
2024-06-30	$4,722,876	9,274	+1.9%	Shares	Defined	2024-07-03
2024-03-31	$4,501,274	9,099	+0.3%	Shares	Defined	2024-04-04
2023-12-31	$4,777,714	9,075	-52.6%	Shares	Defined	2024-01-11
2023-09-30	$9,655,742	19,151	+11.0%	Shares	Defined	2023-10-12
2023-06-30	$8,292,961	17,254	+0.8%	Shares	Defined	2023-07-07
2023-03-31	$8,085,542	17,109	+0.5%	Shares	Defined	2023-04-19
2022-12-31	$9,022,072	17,017	-3.3%	Shares	Defined	2023-01-11
2022-09-30	$8,890,724	17,604	+1.0%	Shares	Defined	2022-10-05
2022-06-30	$8,948,974	17,423	-0.5%	Shares	Defined	2022-07-07
2022-03-31	$8,927,024	17,505	-11.6%	Shares	Defined	2022-04-12
2021-12-31	$9,947,392	19,810	-76.8%	Shares	Defined	2022-01-13
2021-09-30	$33,344,188	85,336	-0.1%	Shares	Defined	2021-10-07
2021-06-30	$34,205,985	85,421	-0.1%	Shares	Defined	2021-08-05
2021-03-31	$31,825,750	85,537	+0.1%	Shares	Defined	2021-04-14
2020-12-31	$29,973,320	85,472	+0.1%	Shares	Defined	2021-03-04
2020-09-30	$26,632,016	85,422	+0.0%	Shares	Defined	2020-10-08
2020-06-30	$25,186,370	85,392	+0.4%	Shares	Defined	2020-07-10
2020-03-31	$21,220,242	85,092	—	Shares	Defined	2020-04-17
No filing history on record for this holder in this stock.