Position in UNH
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$1,871,997
+$626,201 QoQ
Shares Held
4,504
-2.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.74%
of 13F equity value
Holder Rank
#1,441
of 3,349 holders
Holding Since
Dec 2021
15 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, 2026SENTINEL TRUST CO LBA holds $2,192,174 across 2 Healthcare Plans names. UNH ranks #1 (85.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
This page
|
4,504 | $1,871,997 | |
| 2 | CVS |
CVS HEALTH Corp
|
3,095 | $320,177 |
All Filings in UNH
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,871,997 | 4,504 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $1,245,796 | 4,604 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $1,486,815 | 4,504 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $1,553,850 | 4,500 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,523,973 | 4,885 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $2,984,327 | 5,698 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $3,010,372 | 5,951 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $3,326,829 | 5,690 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $2,897,689 | 5,690 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $2,814,843 | 5,690 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $2,995,614 | 5,690 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $2,868,841 | 5,690 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $2,667,552 | 5,550 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $496,219 | 1,050 | Shares | Sole | 2023-05-05 | |
| 2021-12-31 | $1,054,494 | 2,100 | Shares | Sole | 2022-02-15 | |
| No filing history on record for this holder in this stock. | ||||||