Position in UNH
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$1,229,433
+$583,535 QoQ
Shares Held
2,958
+23.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#1,679
of 3,349 holders
Holding Since
Dec 2023
11 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, 2026TRUST POINT INC. holds $2,703,871 across 3 Healthcare Plans names. UNH ranks #1 (45.5% of the industry book) .
All Filings in UNH
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,229,433 | 2,958 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $645,898 | 2,387 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $934,540 | 2,831 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $912,282 | 2,642 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $1,129,330 | 3,620 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $1,888,641 | 3,606 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $2,633,000 | 5,205 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $2,577,854 | 4,409 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $2,146,530 | 4,215 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $2,118,800 | 4,283 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $2,379,117 | 4,519 | Shares | Sole | 2024-01-23 | |
| No filing history on record for this holder in this stock. | ||||||