FIRST UNITED BANK & TRUST

Bank

Position in UNH — Unitedhealth Group Inc

CIK 1214183 OAKLAND, MD

Position in UNH

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$246,468

+$91,150 QoQ

Shares Held

593

+3.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

#2,873

of 3,349 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

FIRST UNITED BANK & TRUST holds $1,355,993 across 4 Healthcare Plans names. UNH ranks #2 (18.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CVS	CVS HEALTH Corp	10,547	$1,091,087
2	UNH	Unitedhealth Group Inc This page	593	$246,468
3	HUM	Humana Inc	25	$9,930
4	ELV	Elevance Health, Inc.	22	$8,508

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$246,468	593	+3.3%	Shares	Defined	2026-07-20
2026-03-31	$155,318	574	-2.0%	Shares	Defined	2026-04-21
2025-12-31	$193,443	586	-4.2%	Shares	Defined	2026-01-21
2025-09-30	$211,323	612	-13.6%	Shares	Defined	2025-10-27
2025-06-30	$220,873	708	-1.4%	Shares	Defined	2025-07-18
2025-03-31	$376,052	718	-0.3%	Shares	Defined	2025-04-15
2024-12-31	$364,219	720	-1.4%	Shares	Defined	2025-01-16
2024-09-30	$426,815	730	-15.6%	Shares	Defined	2024-10-15
2024-06-30	$440,509	865	0.0%	Shares	Defined	2024-08-12
2024-03-31	$427,914	865	0.0%	Shares	Defined	2024-04-29
2023-12-31	$455,396	865	0.0%	Shares	Defined	2024-02-08
2023-09-30	$436,124	865	-1.5%	Shares	Sole	2023-10-24
2023-06-30	$422,001	878	+0.7%	Shares	Sole	2023-07-13
2023-03-31	$412,098	872	-6.2%	Shares	Sole	2023-04-18
2022-12-31	$493,067	930	-4.9%	Shares	Sole	2023-01-19
2022-09-30	$493,929	978	-0.5%	Shares	Sole	2022-10-25
2022-06-30	$504,898	983	+4.8%	Shares	Sole	2022-07-18
2022-03-31	$478,351	938	-3.2%	Shares	Sole	2022-04-20
2021-12-31	$486,573	969	0.0%	Shares	Sole	2022-01-20
2021-09-30	$378,627	969	+2.6%	Shares	Sole	2021-10-14
2021-06-30	$378,015	944	-2.0%	Shares	Sole	2021-07-19
2021-03-31	$358,303	963	+18.5%	Shares	Sole	2021-04-20
2020-12-31	$285,102	813	-0.9%	Shares	Sole	2021-01-19
2020-09-30	$255,651	820	0.0%	Shares	Sole	2020-10-13
2020-06-30	$241,859	820	0.0%	Shares	Sole	2020-07-14
2020-03-31	$204,491	820	—	Shares	Sole	2020-04-13
No filing history on record for this holder in this stock.