Position in UNH
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$12,842,966
+$3,930,544 QoQ
Shares Held
30,900
-6.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.40%
of 13F equity value
Holder Rank
#659
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, 2026Florida Trust Wealth Management Co holds $20,976,421 across 5 Healthcare Plans names. UNH ranks #1 (61.2% 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 | $12,842,966 | 30,900 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $8,912,422 | 32,937 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $14,207,273 | 43,038 | Shares | Defined | 2026-01-20 | |
| 2025-09-30 | $17,777,425 | 51,484 | Shares | Defined | 2025-10-29 | |
| 2025-06-30 | $17,627,552 | 56,504 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $35,244,184 | 67,292 | Shares | Defined | 2025-04-15 | |
| 2024-12-31 | $34,912,433 | 69,016 | Shares | Defined | 2025-01-15 | |
| 2024-09-30 | $39,023,881 | 66,744 | Shares | Defined | 2024-10-08 | |
| 2024-06-30 | $34,030,790 | 66,824 | Shares | Defined | 2024-07-22 | |
| 2024-03-31 | $34,164,971 | 69,062 | Shares | Defined | 2024-05-21 | |
| 2023-12-31 | $35,652,548 | 67,720 | Shares | Defined | 2024-02-16 | |
| No filing history on record for this holder in this stock. | ||||||