Position in UNH
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$369,910
+$63,061 QoQ
Shares Held
890
-21.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#2,538
of 3,349 holders
Holding Since
Dec 2021
17 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, 2026NIXON PEABODY TRUST CO holds $9,848,386 across 3 Healthcare Plans names. UNH ranks #2 (3.8% of the industry book) .
All Filings in UNH
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $369,910 | 890 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $306,849 | 1,134 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $243,621 | 738 | Shares | Sole | 2026-02-06 | |
| 2025-03-31 | $280,730 | 536 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $202,344 | 400 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $438,510 | 750 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $636,575 | 1,250 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $470,459 | 951 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $513,308 | 975 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $252,095 | 500 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $245,126 | 510 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $241,020 | 510 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $275,693 | 520 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $257,570 | 510 | Shares | Sole | 2023-03-15 | |
| 2022-06-30 | $380,086 | 740 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $467,132 | 916 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $515,697 | 1,027 | Shares | Sole | 2022-02-08 | |
| No filing history on record for this holder in this stock. | ||||||