SPINNAKER TRUST

Position in UNH — Unitedhealth Group Inc

CIK 1158970 PORTLAND, ME

Back to UNH Full portfolio

Position in UNH

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$9,362,064

+$1,925,711 QoQ

Shares Held

22,525

-18.0% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

1.02%

of 13F equity value

Holder Rank

#769

of 3,349 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 84% Shared 8% None 7%

Common Shares in UNH Over Time

Shares Held

Position Value (USD)

Position in Healthcare Plans

Healthcare · as of Jun 30, 2026

SPINNAKER TRUST holds $10,496,688 across 3 Healthcare Plans names. UNH ranks #1 (89.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc This page	22,525	$9,362,064
2	CVS	CVS HEALTH Corp	8,311	$859,772
3	CI	Cigna Group	997	$274,852

All Filings in UNH

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$9,362,064	22,525	-18.0%	Shares	Defined	2026-08-03
2026-03-31	$7,436,353	27,482	+2.2%	Shares	Sole	2026-04-23
2025-12-31	$8,879,298	26,898	+1.6%	Shares	Defined	2026-02-10
2025-09-30	$9,145,270	26,485	+25.1%	Shares	Defined	2025-11-05
2025-06-30	$6,606,276	21,176	+48.1%	Shares	Defined	2025-08-04
2025-03-31	$7,491,196	14,303	+0.9%	Shares	Defined	2025-04-25
2024-12-31	$7,167,530	14,169	+0.2%	Shares	Defined	2025-01-30
2024-09-30	$8,270,882	14,146	-3.5%	Shares	Defined	2024-10-31
2024-06-30	$7,467,788	14,664	+3.0%	Shares	Defined	2024-07-31
2024-03-31	$7,043,043	14,237	+6.3%	Shares	Defined	2024-05-06
2023-12-31	$7,053,118	13,397	+3.8%	Shares	Defined	2024-02-02
2023-09-30	$6,505,059	12,902	-5.1%	Shares	Defined	2023-11-08
2023-06-30	$6,533,819	13,594	-0.1%	Shares	Defined	2023-08-01
2023-03-31	$6,428,641	13,603	-6.9%	Shares	Defined	2023-04-13
2022-12-31	$7,748,050	14,614	+1.4%	Shares	Defined	2023-02-02
2022-09-30	$7,278,131	14,411	-5.6%	Shares	Defined	2022-10-28
2022-06-30	$7,838,507	15,261	+2.4%	Shares	Defined	2022-07-25
2022-03-31	$7,597,532	14,898	-12.4%	Shares	Defined	2022-05-02
2021-12-31	$8,542,907	17,013	+0.1%	Shares	Sole	2022-01-31
2021-09-30	$6,639,844	16,993	+2.1%	Shares	Defined	2021-11-02
2021-06-30	$6,664,121	16,642	+1.2%	Shares	Defined	2021-08-09
2021-03-31	$6,119,435	16,447	+1.7%	Shares	Defined	2021-04-30
2020-12-31	$5,674,002	16,180	-1.0%	Shares	Defined	2021-01-26
2020-09-30	$5,093,385	16,337	+0.8%	Shares	Defined	2020-10-27
2020-06-30	$4,778,779	16,202	+2.6%	Shares	Defined	2020-07-21
2020-03-31	$3,938,457	15,793	—	Shares	Defined	2020-05-05
No filing history on record for this holder in this stock.