Position in UNH
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$232,896,607
+$80,215,929 QoQ
Shares Held
560,346
-0.7% QoQ
Ownership
0.062%
of shares outstanding
% of Portfolio
0.60%
of 13F equity value
Holder Rank
#145
of 3,349 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in UNH Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Chevy Chase Trust Holdings, LLC holds $412,113,149 across 6 Healthcare Plans names. UNH ranks #1 (56.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
This page
|
560,346 | $232,896,607 | |
| 2 | CVS |
CVS HEALTH Corp
|
630,928 | $65,269,501 | |
| 3 | ELV |
Elevance Health, Inc.
|
105,237 | $40,698,304 | |
| 4 | CI |
Cigna Group
|
128,267 | $35,360,646 | |
| 5 | HUM |
Humana Inc
|
58,776 | $23,347,002 | |
| 6 | CNC |
Centene Corp
|
226,532 | $14,541,089 |
All Filings in UNH
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $232,896,607 | 560,346 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $152,680,678 | 564,251 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $195,611,631 | 592,565 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $209,445,512 | 606,561 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $199,754,390 | 640,300 | Shares | Defined | 2025-07-29 | |
| 2025-03-31 | $363,439,028 | 693,917 | Shares | Defined | 2025-04-23 | |
| 2024-12-31 | $352,753,882 | 697,335 | Shares | Defined | 2025-01-30 | |
| 2024-09-30 | $390,797,187 | 668,395 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $345,201,890 | 677,850 | Shares | Defined | 2024-07-22 | |
| 2024-03-31 | $345,699,822 | 698,807 | Shares | Defined | 2024-05-03 | |
| 2023-12-31 | $373,216,161 | 708,903 | Shares | Defined | 2024-01-24 | |
| 2023-09-30 | $359,811,159 | 713,642 | Shares | Defined | 2023-10-23 | |
| 2023-06-30 | $353,602,041 | 735,690 | Shares | Defined | 2023-07-25 | |
| 2023-03-31 | $356,032,765 | 753,365 | Shares | Defined | 2023-05-17 | |
| 2022-12-31 | $416,250,679 | 785,112 | Shares | Defined | 2023-02-09 | |
| 2022-09-30 | $424,323,496 | 840,178 | Shares | Defined | 2022-11-04 | |
| 2022-06-30 | $404,989,550 | 788,485 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $398,491,067 | 781,401 | Shares | Defined | 2022-04-27 | |
| 2021-12-31 | $381,882,490 | 760,510 | Shares | Defined | 2022-01-31 | |
| 2021-09-30 | $293,239,037 | 750,471 | Shares | Defined | 2021-10-20 | |
| 2021-06-30 | $309,876,088 | 773,839 | Shares | Defined | 2021-07-20 | |
| 2021-03-31 | $294,773,572 | 792,253 | Shares | Defined | 2021-04-22 | |
| 2020-12-31 | $293,480,585 | 836,890 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $262,441,438 | 841,779 | Shares | Defined | 2020-11-06 | |
| 2020-06-30 | $261,718,573 | 887,332 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $232,364,303 | 931,768 | Shares | Defined | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||