Position in UNH
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$2,145,482
+$765,203 QoQ
Shares Held
5,162
+1.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#1,369
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, 2026PRIVATE TRUST CO NA holds $4,444,605 across 8 Healthcare Plans names. UNH ranks #1 (48.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
This page
|
5,162 | $2,145,482 | |
| 2 | CVS |
CVS HEALTH Corp
|
10,047 | $1,039,362 | |
| 3 | ELV |
Elevance Health, Inc.
|
1,405 | $543,355 | |
| 4 | CI |
Cigna Group
|
1,777 | $489,883 | |
| 5 | HUM |
Humana Inc
|
400 | $158,888 | |
| 6 | CNC |
Centene Corp
|
890 | $57,129 | |
| 7 | OSCR |
Oscar Health, Inc.
|
208 | $5,932 | |
| 8 | MOH |
Molina Healthcare, Inc.
|
20 | $4,574 |
All Filings in UNH
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,145,482 | 5,162 | Shares | Defined | 2026-07-28 | |
| 2026-03-31 | $1,380,279 | 5,101 | Shares | Defined | 2026-04-30 | |
| 2025-12-31 | $2,011,030 | 6,092 | Shares | Defined | 2026-01-26 | |
| 2025-09-30 | $2,237,198 | 6,479 | Shares | Defined | 2025-10-15 | |
| 2025-06-30 | $1,871,196 | 5,998 | Shares | Defined | 2025-07-29 | |
| 2025-03-31 | $4,067,966 | 7,767 | Shares | Defined | 2025-04-28 | |
| 2024-12-31 | $3,708,459 | 7,331 | Shares | Defined | 2025-02-05 | |
| 2024-09-30 | $4,524,838 | 7,739 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $3,949,311 | 7,755 | Shares | Defined | 2024-07-23 | |
| 2024-03-31 | $5,569,332 | 11,258 | Shares | Defined | 2024-04-24 | |
| 2023-12-31 | $6,149,169 | 11,680 | Shares | Defined | 2024-01-24 | |
| 2023-09-30 | $5,920,703 | 11,743 | Shares | Defined | 2023-10-18 | |
| 2023-06-30 | $5,737,399 | 11,937 | Shares | Defined | 2023-07-28 | |
| 2023-03-31 | $5,327,507 | 11,273 | Shares | Defined | 2023-04-12 | |
| 2022-12-31 | $6,205,756 | 11,705 | Shares | Defined | 2023-01-18 | |
| 2022-09-30 | $5,879,170 | 11,641 | Shares | Defined | 2022-10-17 | |
| 2022-06-30 | $3,997,068 | 7,782 | Shares | Defined | 2022-09-16 | |
| 2022-03-31 | $4,339,334 | 8,509 | Shares | Other | 2022-04-12 | |
| 2021-12-31 | $5,542,621 | 11,038 | Shares | Other | 2022-01-10 | |
| 2021-09-30 | $4,455,608 | 11,403 | Shares | Other | 2021-10-06 | |
| 2021-06-30 | $4,437,676 | 11,082 | Shares | Other | 2021-07-07 | |
| 2021-03-31 | $4,080,863 | 10,968 | Shares | Other | 2021-04-06 | |
| 2020-12-31 | $3,797,513 | 10,829 | Shares | Other | 2021-01-05 | |
| 2020-09-30 | $3,301,332 | 10,589 | Shares | Other | 2020-10-01 | |
| 2020-06-30 | $2,739,200 | 9,287 | Shares | Other | 2020-07-07 | |
| 2020-03-31 | $1,685,310 | 6,758 | Shares | Other | 2020-04-07 | |
| No filing history on record for this holder in this stock. | ||||||