Position in UNH
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$484,208
+$210,913 QoQ
Shares Held
1,165
+15.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#2,339
of 3,349 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority
Sole 69%
Shared 2%
None 29%
Common Shares in UNH Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026First Western Trust Bank holds $2,031,778 across 4 Healthcare Plans names. UNH ranks #2 (23.8% of the industry book) .
All Filings in UNH
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $484,208 | 1,165 | Shares | Other | 2026-07-29 | |
| 2026-03-31 | $273,295 | 1,010 | Shares | Other | 2026-05-12 | |
| 2025-12-31 | $443,997 | 1,345 | Shares | Other | 2026-02-12 | |
| 2025-09-30 | $453,032 | 1,312 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $405,872 | 1,301 | Shares | Other | 2025-08-08 | |
| 2025-03-31 | $674,066 | 1,287 | Shares | Other | 2025-05-12 | |
| 2024-12-31 | $657,617 | 1,300 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $749,559 | 1,282 | Shares | Other | 2024-11-07 | |
| 2024-06-30 | $676,805 | 1,329 | Shares | Other | 2024-08-05 | |
| 2024-03-31 | $656,961 | 1,328 | Shares | Other | 2024-05-16 | |
| 2023-12-31 | $727,054 | 1,381 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $708,386 | 1,405 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $821,893 | 1,710 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $813,326 | 1,721 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $925,694 | 1,746 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $813,618 | 1,611 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $855,707 | 1,666 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $857,259 | 1,681 | Shares | Sole | 2022-05-13 | |
| No filing history on record for this holder in this stock. | ||||||