Position in UNH
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$226,518
+$25,554 QoQ
Shares Held
545
-6.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#2,949
of 3,353 holders
Holding Since
Jun 2024
6 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, 2026DAVIDSON TRUST CO holds $994,220 across 2 Healthcare Plans names. UNH ranks #2 (22.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVS |
CVS HEALTH Corp
|
7,421 | $767,702 | |
| 2 | UNH |
Unitedhealth Group Inc
This page
|
545 | $226,518 |
All Filings in UNH
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $226,518 | 545 | Shares | Sole | 2026-07-29 | |
| 2025-09-30 | $200,964 | 582 | Shares | Sole | 2025-10-20 | |
| 2025-03-31 | $211,071 | 403 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $203,861 | 403 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $235,626 | 403 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $205,231 | 403 | Shares | Sole | 2024-07-31 | |
| No filing history on record for this holder in this stock. | ||||||