Position in UNH
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$266,003
-$4,687 QoQ
Shares Held
640
-22.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#2,814
of 3,349 holders
Holding Since
Jun 2020
24 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, 2026PHILADELPHIA TRUST CO holds $2,813,010 across 2 Healthcare Plans names. UNH ranks #2 (9.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CI |
Cigna Group
|
9,239 | $2,547,007 | |
| 2 | UNH |
Unitedhealth Group Inc
This page
|
640 | $266,003 |
All Filings in UNH
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $266,003 | 640 | Shares | Sole | 2026-08-10 | |
| 2025-12-31 | $270,690 | 820 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $248,616 | 720 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $224,618 | 720 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $377,100 | 720 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $364,219 | 720 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $556,030 | 951 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $401,296 | 788 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $403,675 | 816 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $419,070 | 796 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $391,755 | 777 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $373,457 | 777 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $367,202 | 777 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $411,949 | 777 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $392,416 | 777 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $356,972 | 695 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $3,429,038 | 6,724 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $3,419,573 | 6,810 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $2,739,868 | 7,012 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $362,798 | 906 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $337,095 | 906 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $317,716 | 906 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $2,405,929 | 7,717 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $253,657 | 860 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||