Position in UNH
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$2,097,684
-$41,600 QoQ
Shares Held
5,047
-36.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#1,380
of 3,353 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 9%
Shared 91%
None 0%
Common Shares in UNH Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026BANK OF NOVA SCOTIA TRUST CO holds $2,872,690 across 2 Healthcare Plans names. UNH ranks #1 (73.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
This page
|
5,047 | $2,097,684 | |
| 2 | ELV |
Elevance Health, Inc.
|
2,004 | $775,006 |
All Filings in UNH
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,097,684 | 5,047 | Shares | Other | 2026-08-11 | |
| 2026-03-31 | $2,139,284 | 7,906 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $4,343,916 | 13,159 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $3,979,236 | 11,524 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $3,734,280 | 11,970 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $9,914,063 | 18,929 | Shares | Defined | 2025-05-09 | |
| 2024-12-31 | $9,295,682 | 18,376 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $10,919,483 | 18,676 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $9,017,975 | 17,708 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $8,518,733 | 17,220 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $8,497,225 | 16,140 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $7,027,903 | 13,939 | Shares | Other | 2023-11-14 | |
| 2023-06-30 | $5,565,330 | 11,579 | Shares | Defined | 2023-08-03 | |
| 2023-03-31 | $4,347,354 | 9,199 | Shares | Defined | 2023-05-11 | |
| 2022-12-31 | $5,459,793 | 10,298 | Shares | Other | 2023-02-09 | |
| 2022-09-30 | $5,424,129 | 10,740 | Shares | Other | 2022-11-10 | |
| 2022-06-30 | $5,602,675 | 10,908 | Shares | Other | 2022-08-05 | |
| 2022-03-31 | $5,599,470 | 10,980 | Shares | Other | 2022-05-09 | |
| 2021-12-31 | $5,771,094 | 11,493 | Shares | Other | 2022-02-11 | |
| 2021-09-30 | $4,572,829 | 11,703 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $4,217,834 | 10,533 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $3,889,991 | 10,455 | Shares | Other | 2021-05-06 | |
| 2020-12-31 | $3,748,067 | 10,688 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $3,408,892 | 10,934 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $3,181,330 | 10,786 | Shares | Other | 2020-08-11 | |
| 2020-03-31 | $2,870,363 | 11,510 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||