Position in UNH
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,248,552
+$436,782 QoQ
Shares Held
3,004
+0.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.61%
of 13F equity value
Holder Rank
#1,670
of 3,349 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in UNH Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Trust Investment Advisors holds $2,217,567 across 2 Healthcare Plans names. UNH ranks #1 (56.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
This page
|
3,004 | $1,248,552 | |
| 2 | CI |
Cigna Group
|
3,515 | $969,015 |
All Filings in UNH
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,248,552 | 3,004 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $811,770 | 3,000 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $1,023,010 | 3,099 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $1,076,645 | 3,118 | Shares | Sole | 2025-11-24 | |
| 2025-06-30 | $1,004,543 | 3,220 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $1,802,223 | 3,441 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $1,614,705 | 3,192 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $1,935,875 | 3,311 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,695,835 | 3,330 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,651,803 | 3,339 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $1,794,736 | 3,409 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $1,745,001 | 3,461 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,673,107 | 3,481 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $2,202,269 | 4,660 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $2,469,578 | 4,658 | Shares | Sole | 2023-02-28 | |
| 2022-09-30 | $2,344,395 | 4,642 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $2,546,063 | 4,957 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $2,541,690 | 4,984 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $2,631,715 | 5,241 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $1,937,288 | 4,958 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,992,589 | 4,976 | Shares | Sole | 2021-07-23 | |
| 2021-03-31 | $2,334,367 | 6,274 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $2,273,107 | 6,482 | Shares | Sole | 2021-02-05 | |
| 2020-09-30 | $2,025,569 | 6,497 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $1,993,862 | 6,760 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $1,715,235 | 6,878 | Shares | Sole | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||