OAKWORTH CAPITAL, INC.

Position in UNH — Unitedhealth Group Inc

CIK 1588871 BIRMINGHAM, AL

Position in UNH

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$1,573,574

+$541,274 QoQ

Shares Held

3,786

-0.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.28%

of 13F equity value

Holder Rank

#1,539

of 3,349 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

OAKWORTH CAPITAL, INC. holds $3,613,188 across 5 Healthcare Plans names. UNH ranks #1 (43.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc This page	3,786	$1,573,574
2	CI	Cigna Group	3,258	$898,165
3	CVS	CVS HEALTH Corp	6,188	$640,148
4	HUM	Humana Inc	1,005	$399,205
5	ELV	Elevance Health, Inc.	264	$102,096

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,573,574	3,786	-0.8%	Shares	Sole	2026-07-22
2026-03-31	$1,032,300	3,815	-44.3%	Shares	Sole	2026-04-24
2025-12-31	$2,259,272	6,844	-5.7%	Shares	Sole	2026-01-30
2025-09-30	$2,506,877	7,260	+0.2%	Shares	Sole	2025-11-04
2025-06-30	$2,261,470	7,249	+59.3%	Shares	Sole	2025-07-17
2025-03-31	$2,383,061	4,550	-5.9%	Shares	Sole	2025-04-24
2024-12-31	$2,445,832	4,835	+8.5%	Shares	Sole	2025-01-27
2024-09-30	$2,606,502	4,458	+11.8%	Shares	Sole	2024-10-21
2024-06-30	$2,029,909	3,986	+9.6%	Shares	Sole	2024-07-19
2024-03-31	$1,799,223	3,637	-0.2%	Shares	Sole	2024-04-22
2023-12-31	$1,919,508	3,646	-0.0%	Shares	Sole	2024-01-31
2023-09-30	$1,838,780	3,647	-0.4%	Shares	Sole	2023-10-31
2023-06-30	$1,759,622	3,661	+6.2%	Shares	Sole	2023-07-28
2023-03-31	$1,628,545	3,446	0.0%	Shares	Sole	2023-05-02
2022-12-31	$1,827,000	3,446	-0.3%	Shares	Sole	2023-02-03
2022-09-30	$1,746,427	3,458	0.0%	Shares	Sole	2022-10-31
2022-06-30	$1,776,131	3,458	0.0%	Shares	Sole	2022-08-05
2022-03-31	$1,763,475	3,458	-15.5%	Shares	Sole	2022-04-11
2021-12-31	$2,054,254	4,091	+11.0%	Shares	Sole	2022-02-07
2021-09-30	$1,439,485	3,684	+7.0%	Shares	Sole	2021-11-10
2021-06-30	$1,378,314	3,442	+1.4%	Shares	Sole	2021-07-20
2021-03-31	$1,262,805	3,394	+1.8%	Shares	Sole	2021-04-30
2020-12-31	$1,169,166	3,334	-0.8%	Shares	Sole	2021-02-12
2020-09-30	$1,047,547	3,360	-22.2%	Shares	Sole	2020-11-09
2020-06-30	$1,274,183	4,320	+0.3%	Shares	Sole	2020-08-11
2020-03-31	$1,073,580	4,305	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.