GREENLEAF TRUST

Position in UNH — Unitedhealth Group Inc

CIK 1162170 KALAMAZOO, MI

Back to UNH Full portfolio

Position in UNH

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$7,521,240

+$3,127,130 QoQ

Shares Held

18,096

+11.4% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#823

of 3,349 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 10% Shared 0% None 90%

Common Shares in UNH Over Time

Shares Held

Position Value (USD)

Position in Healthcare Plans

Healthcare · as of Jun 30, 2026

GREENLEAF TRUST holds $15,154,239 across 7 Healthcare Plans names. UNH ranks #1 (49.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc This page	18,096	$7,521,240
2	CI	Cigna Group	7,480	$2,062,086
3	ELV	Elevance Health, Inc.	4,989	$1,929,395
4	CVS	CVS HEALTH Corp	17,412	$1,801,270
5	HUM	Humana Inc	2,483	$986,297
6	CNC	Centene Corp	7,635	$490,090
7	MOH	Molina Healthcare, Inc.	1,591	$363,861

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	$7,521,240	18,096	+11.4%	Shares	Sole	2026-07-21
2026-03-31	$4,394,110	16,239	-8.7%	Shares	Sole	2026-04-27
2025-12-31	$5,870,015	17,782	-2.2%	Shares	Sole	2026-01-21
2025-09-30	$6,275,827	18,175	+3.3%	Shares	Sole	2025-10-22
2025-06-30	$5,486,615	17,587	-22.0%	Shares	Sole	2025-07-17
2025-03-31	$11,814,751	22,558	-2.9%	Shares	Sole	2025-04-30
2024-12-31	$11,757,198	23,242	+1.1%	Shares	Defined	2025-01-24
2024-09-30	$13,436,531	22,981	+2.4%	Shares	Defined	2024-10-22
2024-06-30	$11,428,812	22,442	-3.3%	Shares	Defined	2024-07-22
2024-03-31	$11,479,018	23,204	-9.1%	Shares	Defined	2024-04-29
2023-12-31	$13,437,093	25,523	+4.4%	Shares	Defined	2024-01-31
2023-09-30	$12,329,462	24,454	+2.6%	Shares	Defined	2023-11-09
2023-06-30	$11,450,286	23,823	-2.9%	Shares	Defined	2023-08-09
2023-03-31	$11,594,995	24,535	+0.6%	Shares	Defined	2023-05-11
2022-12-31	$12,928,439	24,385	+2.8%	Shares	Defined	2023-01-25
2022-09-30	$11,976,518	23,714	+7.1%	Shares	Defined	2022-11-10
2022-06-30	$11,377,931	22,152	-1.3%	Shares	Defined	2022-08-12
2022-03-31	$11,444,746	22,442	+6.8%	Shares	Defined	2022-04-27
2021-12-31	$10,549,961	21,010	+8.9%	Shares	Defined	2022-02-11
2021-09-30	$7,535,420	19,285	+2.8%	Shares	Defined	2021-11-12
2021-06-30	$7,514,256	18,765	+3.9%	Shares	Defined	2021-08-10
2021-03-31	$6,717,723	18,055	+14.0%	Shares	Defined	2021-04-30
2020-12-31	$5,554,771	15,840	+4.4%	Shares	Defined	2021-02-08
2020-09-30	$4,730,486	15,173	+3.8%	Shares	Defined	2020-10-30
2020-06-30	$4,312,463	14,621	+15.5%	Shares	Defined	2020-08-12
2020-03-31	$3,155,903	12,655	—	Shares	Defined	2020-04-29
No filing history on record for this holder in this stock.