Position in UNH
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$3,544,076
+$3,144,415 QoQ
Shares Held
8,527
+477.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#1,128
of 3,349 holders
Holding Since
Mar 2020
15 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UNH Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Arvest Bank Trust Division holds $10,649,642 across 2 Healthcare Plans names. UNH ranks #2 (33.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVS |
CVS HEALTH Corp
|
68,686 | $7,105,566 | |
| 2 | UNH |
Unitedhealth Group Inc
This page
|
8,527 | $3,544,076 |
All Filings in UNH
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,544,076 | 8,527 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $399,661 | 1,477 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $546,001 | 1,654 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $594,951 | 1,723 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $521,925 | 1,673 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $862,616 | 1,647 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $755,248 | 1,493 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,153,573 | 1,973 | Shares | Sole | 2024-11-25 | |
| 2021-09-30 | $885,416 | 2,266 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $868,153 | 2,168 | Shares | Sole | 2021-08-19 | |
| 2021-03-31 | $573,359 | 1,541 | Shares | Sole | 2021-04-13 | |
| 2020-12-31 | $436,947 | 1,246 | Shares | Sole | 2021-02-17 | |
| 2020-09-30 | $390,024 | 1,251 | Shares | Sole | 2020-11-30 | |
| 2020-06-30 | $368,982 | 1,251 | Shares | Sole | 2020-08-21 | |
| 2020-03-31 | $322,947 | 1,295 | Shares | Sole | 2020-04-14 | |
| No filing history on record for this holder in this stock. | ||||||