TCV Trust & Wealth Management, Inc.

Position in UNH — Unitedhealth Group Inc

CIK 1135439 RICHMOND, VA

Position in UNH

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$17,874,167

+$6,324,034 QoQ

Shares Held

43,005

+0.7% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

2.02%

of 13F equity value

Holder Rank

#568

of 3,349 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

TCV Trust & Wealth Management, Inc. holds $19,412,209 across 3 Healthcare Plans names. UNH ranks #1 (92.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc This page	43,005	$17,874,167
2	CI	Cigna Group	3,412	$940,619
3	CVS	CVS HEALTH Corp	5,775	$597,423

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$17,874,167	43,005	+0.7%	Shares	Sole	2026-07-24
2026-03-31	$11,550,133	42,685	+1.3%	Shares	Sole	2026-04-21
2025-12-31	$13,907,204	42,129	+1.4%	Shares	Sole	2026-01-23
2025-09-30	$14,343,416	41,539	+0.5%	Shares	Sole	2025-10-23
2025-06-30	$12,899,335	41,348	-0.3%	Shares	Sole	2025-07-11
2025-03-31	$21,726,721	41,483	-1.8%	Shares	Sole	2025-04-24
2024-12-31	$21,370,560	42,246	-0.4%	Shares	Sole	2025-01-29
2024-09-30	$24,800,371	42,417	-2.1%	Shares	Sole	2024-10-24
2024-06-30	$22,073,874	43,345	+0.2%	Shares	Sole	2024-07-26
2024-03-31	$21,410,616	43,280	-1.7%	Shares	Sole	2024-04-16
2023-12-31	$23,174,156	44,018	-1.9%	Shares	Sole	2024-01-25
2023-09-30	$22,633,593	44,891	+0.1%	Shares	Sole	2023-10-19
2023-06-30	$21,562,951	44,863	-1.1%	Shares	Sole	2023-07-31
2023-03-31	$21,439,045	45,365	-0.5%	Shares	Sole	2023-04-21
2022-12-31	$24,178,858	45,605	-2.5%	Shares	Sole	2023-02-01
2022-09-30	$23,629,306	46,787	-1.7%	Shares	Sole	2022-11-14
2022-06-30	$24,446,733	47,596	-0.1%	Shares	Sole	2022-07-22
2022-03-31	$24,286,811	47,624	-2.5%	Shares	Sole	2022-04-21
2021-12-31	$24,527,027	48,845	-1.0%	Shares	Sole	2022-01-26
2021-09-30	$19,275,203	49,330	-0.6%	Shares	Sole	2021-10-27
2021-06-30	$19,879,443	49,644	-0.8%	Shares	Sole	2021-08-02
2021-03-31	$18,622,847	50,052	-1.1%	Shares	Sole	2021-05-07
2020-12-31	$17,745,809	50,604	-2.0%	Shares	Sole	2021-02-02
2020-09-30	$16,103,854	51,653	-2.3%	Shares	Sole	2020-11-02
2020-06-30	$15,596,660	52,879	-6.9%	Shares	Sole	2020-07-29
2020-03-31	$14,158,299	56,774	—	Shares	Sole	2020-05-08
No filing history on record for this holder in this stock.