Position in UNH
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$2,765,601
+$832,236 QoQ
Shares Held
6,654
-6.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.48%
of 13F equity value
Holder Rank
#1,247
of 3,353 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 92%
Shared 3%
None 5%
Common Shares in UNH Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026CHICAGO TRUST Co NA holds $4,575,639 across 3 Healthcare Plans names. UNH ranks #1 (60.4% of the industry book) .
All Filings in UNH
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,765,601 | 6,654 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $1,933,365 | 7,145 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $3,082,566 | 9,338 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $3,362,531 | 9,738 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $3,328,407 | 10,669 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $5,572,176 | 10,639 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $5,617,069 | 11,104 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $7,295,052 | 12,477 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $6,071,906 | 11,923 | Shares | Sole | 2024-07-11 | |
| 2024-03-31 | $6,188,201 | 12,509 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $6,501,903 | 12,350 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $6,523,714 | 12,939 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $6,555,448 | 13,639 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $6,385,635 | 13,512 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $7,058,816 | 13,314 | Shares | Sole | 2023-01-12 | |
| 2022-09-30 | $6,810,969 | 13,486 | Shares | Sole | 2022-10-13 | |
| 2022-06-30 | $7,050,598 | 13,727 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $6,956,500 | 13,641 | Shares | Sole | 2022-04-12 | |
| 2021-12-31 | $7,211,231 | 14,361 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $5,423,470 | 13,880 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $5,043,141 | 12,594 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $3,514,200 | 9,445 | Shares | Sole | 2021-04-12 | |
| 2020-12-31 | $3,643,915 | 10,391 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $3,519,259 | 11,288 | Shares | Sole | 2020-10-08 | |
| 2020-06-30 | $3,482,474 | 11,807 | Shares | Sole | 2020-07-13 | |
| 2020-03-31 | $3,069,118 | 12,307 | Shares | Sole | 2020-04-07 | |
| No filing history on record for this holder in this stock. | ||||||