Bryn Mawr Trust Advisors, LLC

Position in UNH — Unitedhealth Group Inc

CIK 1700481 PHILADELPHIA, PA

Position in UNH

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$10,623,087

+$3,647,007 QoQ

Shares Held

25,559

-0.9% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.74%

of 13F equity value

Holder Rank

#726

of 3,349 holders

Holding Since

Sep 2020

24 quarters on record

Voting authority Sole 9% Shared 0% None 91%

Healthcare · as of Jun 30, 2026

Bryn Mawr Trust Advisors, LLC holds $11,706,514 across 4 Healthcare Plans names. UNH ranks #1 (90.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc This page	25,559	$10,623,087
2	CVS	CVS HEALTH Corp	4,778	$494,284
3	CI	Cigna Group	1,214	$334,675
4	ELV	Elevance Health, Inc.	658	$254,468

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$10,623,087	25,559	-0.9%	Shares	Sole	2026-08-03
2026-03-31	$6,976,080	25,781	-7.2%	Shares	Sole	2026-05-04
2025-12-31	$9,173,426	27,789	-10.4%	Shares	Sole	2026-02-04
2025-09-30	$10,704,300	31,000	+7.7%	Shares	Sole	2025-11-04
2025-06-30	$8,981,304	28,789	-4.8%	Shares	Sole	2025-08-06
2025-03-31	$15,842,913	30,249	-10.6%	Shares	Sole	2025-05-02
2024-12-31	$17,119,819	33,843	-11.5%	Shares	Sole	2025-02-05
2024-09-30	$22,366,933	38,255	-3.9%	Shares	Sole	2024-10-25
2024-06-30	$20,269,057	39,801	+3.1%	Shares	Sole	2024-07-30
2024-03-31	$19,094,925	38,599	+2.6%	Shares	Sole	2024-05-02
2023-12-31	$19,798,430	37,606	+7.2%	Shares	Sole	2024-02-02
2023-09-30	$17,690,514	35,087	+18.2%	Shares	Sole	2023-11-08
2023-06-30	$14,272,604	29,695	-0.4%	Shares	Sole	2023-08-11
2023-03-31	$14,090,270	29,815	+1.2%	Shares	Sole	2023-05-02
2022-12-31	$15,622,283	29,466	+151.9%	Shares	Sole	2023-02-10
2022-09-30	$5,907,452	11,697	-1.2%	Shares	Sole	2022-11-04
2022-06-30	$6,081,892	11,841	-12.6%	Shares	Sole	2022-08-10
2022-03-31	$6,909,073	13,548	+190.3%	Shares	Sole	2022-05-13
2021-12-31	$2,343,487	4,667	-4.6%	Shares	Sole	2022-02-10
2021-09-30	$1,911,109	4,891	+2.8%	Shares	Sole	2021-11-12
2021-06-30	$1,904,893	4,757	-6.9%	Shares	Sole	2021-08-10
2021-03-31	$1,901,649	5,111	+1.3%	Shares	Sole	2021-05-11
2020-12-31	$1,768,829	5,044	-6.4%	Shares	Sole	2021-02-02
2020-09-30	$1,680,440	5,390	—	Shares	Sole	2020-11-09
No filing history on record for this holder in this stock.