Coastline Trust Co

Bank

Position in UNH — Unitedhealth Group Inc

CIK 1324279 PROVIDENCE, RI

Back to UNH Full portfolio

Position in UNH

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$4,557,382

+$1,604,164 QoQ

Shares Held

10,965

+0.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.60%

of 13F equity value

Holder Rank

#1,017

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, 2026

Coastline Trust Co holds $6,615,655 across 3 Healthcare Plans names. UNH ranks #1 (68.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc This page	10,965	$4,557,382
2	ELV	Elevance Health, Inc.	5,242	$2,027,238
3	CVS	CVS HEALTH Corp	300	$31,035

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	$4,557,382	10,965	+0.5%	Shares	Defined	2026-08-14
2026-03-31	$2,953,218	10,914	-0.6%	Shares	Defined	2026-04-03
2025-12-31	$3,625,927	10,984	+69.3%	Shares	Defined	2026-01-05
2025-09-30	$2,239,615	6,486	-16.8%	Shares	Defined	2025-10-21
2025-06-30	$2,432,117	7,796	-20.2%	Shares	Defined	2025-07-17
2025-03-31	$5,115,990	9,768	-11.5%	Shares	Defined	2025-04-28
2024-12-31	$5,584,188	11,039	-5.9%	Shares	Defined	2025-02-13
2024-09-30	$6,858,880	11,731	-19.2%	Shares	Defined	2024-11-06
2024-06-30	$7,398,019	14,527	-4.2%	Shares	Defined	2024-07-15
2024-03-31	$7,497,672	15,156	-2.9%	Shares	Defined	2024-04-26
2023-12-31	$8,216,617	15,607	+5.7%	Shares	Defined	2024-01-23
2023-09-30	$7,443,356	14,763	-4.5%	Shares	Defined	2023-10-18
2023-06-30	$7,429,732	15,458	-33.3%	Shares	Defined	2023-08-07
2023-03-31	$10,950,382	23,171	+4.6%	Shares	Defined	2023-05-31
2022-12-31	$11,749,318	22,161	+19.1%	Shares	Defined	2023-02-09
2022-09-30	$9,395,763	18,604	+39.1%	Shares	Defined	2022-11-03
2022-06-30	$6,869,800	13,375	+4.2%	Shares	Defined	2022-07-22
2022-03-31	$6,542,914	12,830	-3.9%	Shares	Defined	2022-05-04
2021-12-31	$6,703,568	13,350	-0.3%	Shares	Defined	2022-02-10
2021-09-30	$5,230,054	13,385	+0.9%	Shares	Defined	2021-11-09
2021-06-30	$5,309,834	13,260	-8.6%	Shares	Defined	2021-08-10
2021-03-31	$5,395,014	14,500	-4.1%	Shares	Defined	2021-05-10
2020-12-31	$5,300,527	15,115	+1.8%	Shares	Defined	2021-02-12
2020-09-30	$4,629,783	14,850	-5.0%	Shares	Defined	2020-10-15
2020-06-30	$4,608,593	15,625	-3.8%	Shares	Defined	2020-08-07
2020-03-31	$4,052,424	16,250	—	Shares	Defined	2020-06-10
No filing history on record for this holder in this stock.