Mechanics Bank Trust Department
BankPosition in UNH — Unitedhealth Group Inc
CIK 1439743
Walnut Creek, CA
Position in UNH
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$1,839,162
+$651,002 QoQ
Shares Held
4,425
+0.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
#1,450
of 3,349 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 91%
Shared 2%
None 7%
Common Shares in UNH Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Mechanics Bank Trust Department holds $2,611,066 across 2 Healthcare Plans names. UNH ranks #1 (70.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
This page
|
4,425 | $1,839,162 | |
| 2 | CI |
Cigna Group
|
2,800 | $771,904 |
All Filings in UNH
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,839,162 | 4,425 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $1,188,160 | 4,391 | Shares | Other | 2026-04-09 | |
| 2025-12-31 | $1,693,134 | 5,129 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $2,301,769 | 6,666 | Shares | Other | 2025-10-22 | |
| 2025-06-30 | $2,716,010 | 8,706 | Shares | Other | 2025-07-14 | |
| 2025-03-31 | $4,849,401 | 9,259 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $4,729,791 | 9,350 | Shares | Other | 2025-01-16 | |
| 2024-09-30 | $5,205,990 | 8,904 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $4,654,127 | 9,139 | Shares | Other | 2024-07-12 | |
| 2024-03-31 | $4,775,339 | 9,653 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $4,779,294 | 9,078 | Shares | Other | 2024-01-10 | |
| 2023-09-30 | $5,216,853 | 10,347 | Shares | Other | 2023-10-11 | |
| 2023-06-30 | $4,889,550 | 10,173 | Shares | Sole | 2023-07-11 | |
| 2023-03-31 | $3,985,351 | 8,433 | Shares | Other | 2023-04-11 | |
| 2022-12-31 | $4,417,459 | 8,332 | Shares | Other | 2023-01-24 | |
| 2022-09-30 | $3,992,340 | 7,905 | Shares | Other | 2022-10-18 | |
| 2022-06-30 | $3,811,648 | 7,421 | Shares | Other | 2022-07-13 | |
| 2022-03-31 | $3,630,475 | 7,119 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $3,572,223 | 7,114 | Shares | Other | 2022-01-26 | |
| 2021-09-30 | $2,738,695 | 7,009 | Shares | Other | 2021-10-28 | |
| 2021-06-30 | $2,828,307 | 7,063 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $2,597,791 | 6,982 | Shares | Other | 2021-04-30 | |
| 2020-12-31 | $2,459,668 | 7,014 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $2,135,936 | 6,851 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $1,964,661 | 6,661 | Shares | Other | 2020-07-24 | |
| 2020-03-31 | $1,661,119 | 6,661 | Shares | Defined | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||