Position in UNH
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$21,376,266
+$7,080,185 QoQ
Shares Held
51,431
-2.7% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.70%
of 13F equity value
Holder Rank
#535
of 3,349 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 12%
Shared 0%
None 88%
Common Shares in UNH Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Diversified Trust Co holds $36,441,813 across 8 Healthcare Plans names. UNH ranks #1 (58.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
This page
|
51,431 | $21,376,266 | |
| 2 | ELV |
Elevance Health, Inc.
|
17,694 | $6,842,800 | |
| 3 | CNC |
Centene Corp
|
43,491 | $2,791,686 | |
| 4 | HUM |
Humana Inc
|
3,281 | $1,303,278 | |
| 5 | CVS |
CVS HEALTH Corp
|
12,530 | $1,296,228 | |
| 6 | MOH |
Molina Healthcare, Inc.
|
5,175 | $1,183,522 | |
| 7 | CI |
Cigna Group
|
3,116 | $859,018 | |
| 8 | ALHC |
Alignment Healthcare, Inc.
|
33,138 | $789,015 |
All Filings in UNH
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $21,376,266 | 51,431 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $14,296,081 | 52,833 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $15,680,224 | 47,500 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $15,544,714 | 45,018 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $14,446,082 | 46,306 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $25,108,050 | 47,939 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $25,164,004 | 49,745 | Shares | Sole | 2025-01-07 | |
| 2024-09-30 | $25,484,446 | 43,587 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $21,600,262 | 42,415 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $22,150,192 | 44,775 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $23,035,168 | 43,754 | Shares | Sole | 2024-01-08 | |
| 2023-09-30 | $21,909,072 | 43,454 | Shares | Sole | 2023-11-17 | |
| 2023-06-30 | $21,294,754 | 44,305 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $21,113,430 | 44,676 | Shares | Sole | 2023-04-07 | |
| 2022-12-31 | $21,363,072 | 40,294 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $19,563,734 | 38,737 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $20,156,382 | 39,243 | Shares | Sole | 2022-07-12 | |
| 2022-03-31 | $19,960,225 | 39,140 | Shares | Sole | 2022-04-07 | |
| 2021-12-31 | $15,584,919 | 31,037 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 | $12,516,183 | 32,032 | Shares | Sole | 2022-01-13 | |
| 2021-06-30 | $13,848,416 | 34,583 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $13,006,078 | 34,956 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $12,606,595 | 35,949 | Shares | Sole | 2021-01-08 | |
| 2020-09-30 | $11,391,452 | 36,538 | Shares | Sole | 2020-10-15 | |
| 2020-06-30 | $10,212,348 | 34,624 | Shares | Sole | 2020-07-07 | |
| 2020-03-31 | $9,484,918 | 38,034 | Shares | Sole | 2020-04-10 | |
| No filing history on record for this holder in this stock. | ||||||