Position in UNH
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$2,684,554
+$109,697 QoQ
Shares Held
6,459
-17.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,255
of 3,349 holders
Holding Since
Mar 2020
25 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, 2026TRUST CO OF VERMONT holds $10,032,072 across 7 Healthcare Plans names. UNH ranks #3 (26.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CI |
Cigna Group
|
15,346 | $4,230,584 | |
| 2 | CVS |
CVS HEALTH Corp
|
28,800 | $2,979,359 | |
| 3 | UNH |
Unitedhealth Group Inc
This page
|
6,459 | $2,684,554 | |
| 4 | ELV |
Elevance Health, Inc.
|
269 | $104,030 | |
| 5 | HUM |
Humana Inc
|
70 | $27,805 | |
| 6 | CNC |
Centene Corp
|
45 | $2,888 | |
| 7 | OSCR |
Oscar Health, Inc.
|
100 | $2,852 |
All Filings in UNH
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,684,554 | 6,459 | Shares | Sole | 2026-08-07 | |
| 2025-12-31 | $2,574,857 | 7,800 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $2,982,355 | 8,637 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $3,976,057 | 12,745 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $20,711,169 | 39,544 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $19,724,998 | 38,993 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $20,887,692 | 35,725 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $17,287,339 | 33,946 | Shares | Sole | 2024-07-09 | |
| 2024-03-31 | $15,895,700 | 32,132 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $14,357,889 | 27,272 | Shares | Sole | 2024-03-08 | |
| 2023-09-30 | $12,408,619 | 24,611 | Shares | Sole | 2023-11-27 | |
| 2023-06-30 | $9,731,997 | 20,248 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $8,144,142 | 17,233 | Shares | Sole | 2023-04-07 | |
| 2022-12-31 | $7,711,997 | 14,546 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $7,038,237 | 13,936 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $7,068,575 | 13,762 | Shares | Sole | 2022-07-20 | |
| 2022-03-31 | $6,905,503 | 13,541 | Shares | Sole | 2022-04-05 | |
| 2021-12-31 | $6,764,829 | 13,472 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $5,176,913 | 13,249 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $5,255,374 | 13,124 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $4,791,889 | 12,879 | Shares | Sole | 2021-04-16 | |
| 2020-12-31 | $4,517,108 | 12,881 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $3,843,187 | 12,327 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $3,467,136 | 11,755 | Shares | Sole | 2020-07-17 | |
| 2020-03-31 | $2,969,866 | 11,909 | Shares | Sole | 2020-04-24 | |
| No filing history on record for this holder in this stock. | ||||||