AMG National Trust Bank

Bank

Position in UNH — Unitedhealth Group Inc

CIK 1388829 GREENWOOD VILLAGE, CO

Back to UNH Full portfolio

Position in UNH

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$6,220,318

+$2,454,247 QoQ

Shares Held

14,966

+7.5% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.30%

of 13F equity value

Holder Rank

#894

of 3,349 holders

Holding Since

Jun 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Common Shares in UNH Over Time

Shares Held

Position Value (USD)

Derivatives in UNH

reported options exposure · as of Mar 31, 2026

CallValue

CallShares

PutValue

$405,885

PutShares

1,500

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Healthcare Plans

Healthcare · as of Jun 30, 2026

AMG National Trust Bank holds $18,122,797 across 4 Healthcare Plans names. UNH ranks #1 (34.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc This page	14,966	$6,220,318
2	CVS	CVS HEALTH Corp	56,464	$5,841,200
3	ELV	Elevance Health, Inc.	12,846	$4,967,933
4	CI	Cigna Group	3,966	$1,093,346

All Filings in UNH

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28 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,220,318	14,966	+7.5%	Shares	Other	2026-08-07
2026-03-31	$405,885	1,500	0.0%	Put	Sole	2026-05-04
2026-03-31	$3,766,071	13,918	-2.9%	Shares	Sole	2026-05-04
2025-12-31	$4,730,146	14,329	-2.0%	Shares	Sole	2026-01-30
2025-12-31	$495,165	1,500	0.0%	Put	Sole	2026-01-30
2025-09-30	$517,950	1,500	—	Put	Sole	2025-11-10
2025-09-30	$5,047,595	14,618	-2.1%	Shares	Sole	2025-11-10
2025-06-30	$4,656,776	14,927	+1.0%	Shares	Sole	2025-08-04
2025-03-31	$7,738,406	14,775	-1.0%	Shares	Sole	2025-05-05
2024-12-31	$7,551,983	14,929	-15.5%	Shares	Sole	2025-02-07
2024-09-30	$10,333,049	17,673	+4.6%	Shares	Other	2024-11-07
2024-06-30	$8,603,947	16,895	+8.9%	Shares	Sole	2024-07-25
2024-03-31	$7,673,785	15,512	-1.4%	Shares	Sole	2024-05-06
2023-12-31	$8,284,004	15,735	+0.5%	Shares	Sole	2024-02-08
2023-09-30	$7,897,632	15,664	-0.9%	Shares	Sole	2023-11-08
2023-06-30	$7,597,476	15,807	+6.9%	Shares	Sole	2023-08-03
2023-03-31	$6,986,297	14,783	+2.5%	Shares	Sole	2023-05-10
2022-12-31	$7,646,786	14,423	-3.4%	Shares	Sole	2023-02-08
2022-09-30	$7,539,742	14,929	+5.8%	Shares	Sole	2022-11-04
2022-06-30	$7,250,914	14,117	-2.5%	Shares	Sole	2022-08-05
2022-03-31	$7,385,385	14,482	-3.1%	Shares	Sole	2022-05-10
2021-12-31	$7,504,984	14,946	-2.3%	Shares	Sole	2022-02-04
2021-09-30	$5,974,805	15,291	+1.8%	Shares	Sole	2021-10-28
2021-06-30	$6,017,011	15,026	+1.5%	Shares	Sole	2021-08-03
2021-03-31	$5,509,984	14,809	-0.1%	Shares	Sole	2021-05-11
2020-12-31	$5,199,532	14,827	-0.4%	Shares	Sole	2021-02-10
2020-09-30	$4,639,137	14,880	+2.5%	Shares	Sole	2020-10-22
2020-06-30	$4,282,674	14,520	—	Shares	Sole	2020-08-13
No filing history on record for this holder in this stock.