Position in UNH
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$15,847,971
+$4,770,018 QoQ
Shares Held
38,130
-6.9% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.93%
of 13F equity value
Holder Rank
#602
of 3,349 holders
Holding Since
Mar 2020
26 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, 2026First National Trust Co holds $16,082,328 across 2 Healthcare Plans names. UNH ranks #1 (98.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
This page
|
38,130 | $15,847,971 | |
| 2 | ELV |
Elevance Health, Inc.
|
606 | $234,357 |
All Filings in UNH
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,847,971 | 38,130 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $11,077,953 | 40,940 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $10,918,717 | 33,076 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $11,820,999 | 34,234 | Shares | Other | 2025-11-06 | |
| 2025-06-30 | $11,952,506 | 38,313 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $20,257,078 | 38,677 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $20,442,813 | 40,412 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $23,921,012 | 40,913 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $21,275,354 | 41,777 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $21,342,841 | 43,143 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $23,266,814 | 44,194 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $24,402,795 | 48,400 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $23,622,013 | 49,147 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $24,319,953 | 51,461 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $27,565,648 | 51,993 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $26,244,403 | 51,965 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $27,328,711 | 53,207 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $31,817,027 | 62,390 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $29,893,900 | 59,533 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $21,975,998 | 56,242 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $21,881,242 | 54,643 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $20,007,319 | 53,773 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $17,755,979 | 50,633 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $15,051,943 | 48,279 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $12,635,067 | 42,838 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $10,146,024 | 40,685 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||