MassMutual Private Wealth & Trust, FSB
Position in UNH — Unitedhealth Group Inc
CIK 1103653
Windsor, CT
Position in UNH
as of Jun 30, 2026
· filed Jul 2, 2026
Position Value
$2,037,002
+$785,253 QoQ
Shares Held
4,901
+5.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,394
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, 2026MassMutual Private Wealth & Trust, FSB holds $3,791,876 across 10 Healthcare Plans names. UNH ranks #1 (53.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
This page
|
4,901 | $2,037,002 | |
| 2 | CI |
Cigna Group
|
2,160 | $595,468 | |
| 3 | CVS |
CVS HEALTH Corp
|
4,135 | $427,765 | |
| 4 | ELV |
Elevance Health, Inc.
|
823 | $318,278 | |
| 5 | HUM |
Humana Inc
|
470 | $186,693 | |
| 6 | CNC |
Centene Corp
|
2,385 | $153,093 | |
| 7 | MOH |
Molina Healthcare, Inc.
|
264 | $60,376 | |
| 8 | ALHC |
Alignment Healthcare, Inc.
|
308 | $7,333 |
All Filings in UNH
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,037,002 | 4,901 | Shares | Sole | 2026-07-02 | |
| 2026-03-31 | $1,251,749 | 4,626 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $2,095,208 | 6,347 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $3,277,587 | 9,492 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $4,332,327 | 13,887 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $16,520,122 | 31,542 | Shares | Sole | 2025-04-01 | |
| 2024-12-31 | $25,574,764 | 50,557 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $28,838,756 | 49,324 | Shares | Sole | 2024-10-02 | |
| 2024-06-30 | $24,714,897 | 48,531 | Shares | Sole | 2024-07-02 | |
| 2024-03-31 | $23,868,780 | 48,249 | Shares | Sole | 2024-04-09 | |
| 2023-12-31 | $26,689,396 | 50,695 | Shares | Sole | 2024-01-03 | |
| 2023-09-30 | $25,536,719 | 50,649 | Shares | Sole | 2023-10-04 | |
| 2023-06-30 | $24,317,500 | 50,594 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $23,852,562 | 50,472 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $26,725,313 | 50,408 | Shares | Sole | 2023-01-06 | |
| 2022-09-30 | $25,388,360 | 50,270 | Shares | Sole | 2022-10-07 | |
| 2022-06-30 | $25,605,482 | 49,852 | Shares | Sole | 2022-07-07 | |
| 2022-03-31 | $25,332,759 | 49,675 | Shares | Sole | 2022-04-08 | |
| 2021-12-31 | $24,824,295 | 49,437 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $19,575,683 | 50,099 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $19,541,472 | 48,800 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $17,696,765 | 47,563 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $15,730,452 | 44,857 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $13,643,678 | 43,762 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $13,031,185 | 44,181 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $8,781,916 | 35,215 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||