Position in UNH
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$1,039,490
+$353,545 QoQ
Shares Held
2,501
-1.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#1,793
of 3,349 holders
Holding Since
Mar 2020
26 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, 2026First Bank & Trust holds $1,610,690 across 2 Healthcare Plans names. UNH ranks #1 (64.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
This page
|
2,501 | $1,039,490 | |
| 2 | ELV |
Elevance Health, Inc.
|
1,477 | $571,200 |
All Filings in UNH
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,039,490 | 2,501 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $685,945 | 2,535 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $638,432 | 1,934 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $653,307 | 1,892 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $422,095 | 1,353 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $764,151 | 1,459 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $699,604 | 1,383 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $738,450 | 1,263 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $589,213 | 1,157 | Shares | Sole | 2024-07-09 | |
| 2024-03-31 | $597,597 | 1,208 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $568,587 | 1,080 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $467,384 | 927 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $445,553 | 927 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $507,089 | 1,073 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $591,150 | 1,115 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $552,513 | 1,094 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $505,411 | 984 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $447,243 | 877 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $424,308 | 845 | Shares | Sole | 2022-02-01 | |
| 2021-09-30 | $316,890 | 811 | Shares | Sole | 2021-10-18 | |
| 2021-06-30 | $311,542 | 778 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $274,215 | 737 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $228,643 | 652 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $212,315 | 681 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $185,818 | 630 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $162,346 | 651 | Shares | Sole | 2020-04-14 | |
| No filing history on record for this holder in this stock. | ||||||