Position in UNH
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$12,099,404
+$4,332,931 QoQ
Shares Held
29,111
+1.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
1.27%
of 13F equity value
Holder Rank
#685
of 3,349 holders
Holding Since
Mar 2020
25 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, 2026Heritage Trust Co holds $18,852,693 across 3 Healthcare Plans names. UNH ranks #1 (64.2% of the industry book) .
All Filings in UNH
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,099,404 | 29,111 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $7,766,473 | 28,702 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $9,329,898 | 28,263 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $9,481,247 | 27,458 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $8,459,377 | 27,116 | Shares | Other | 2025-08-12 | |
| 2025-03-31 | $14,078,399 | 26,880 | Shares | Other | 2025-05-09 | |
| 2024-12-31 | $13,831,223 | 27,342 | Shares | Other | 2025-02-13 | |
| 2024-06-30 | $13,277,935 | 26,073 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $12,827,570 | 25,930 | Shares | Other | 2024-05-10 | |
| 2023-12-31 | $13,387,078 | 25,428 | Shares | Other | 2024-02-09 | |
| 2023-09-30 | $12,864,911 | 25,516 | Shares | Other | 2023-11-08 | |
| 2023-06-30 | $12,133,275 | 25,244 | Shares | Other | 2023-08-11 | |
| 2023-03-31 | $11,511,819 | 24,359 | Shares | Other | 2023-05-12 | |
| 2022-12-31 | $13,030,233 | 24,577 | Shares | Other | 2023-02-10 | |
| 2022-09-30 | $12,537,112 | 24,824 | Shares | Other | 2022-11-10 | |
| 2022-06-30 | $13,124,787 | 25,553 | Shares | Other | 2022-08-11 | |
| 2022-03-31 | $13,152,126 | 25,790 | Shares | Other | 2022-05-11 | |
| 2021-12-31 | $12,786,994 | 25,465 | Shares | Other | 2022-02-09 | |
| 2021-09-30 | $9,968,167 | 25,511 | Shares | Other | 2021-11-09 | |
| 2021-06-30 | $10,079,875 | 25,172 | Shares | Other | 2021-08-09 | |
| 2021-03-31 | $9,702,468 | 26,077 | Shares | Other | 2021-05-12 | |
| 2020-12-31 | $9,277,589 | 26,456 | Shares | Other | 2021-02-11 | |
| 2020-09-30 | $8,374,453 | 26,861 | Shares | Other | 2020-11-13 | |
| 2020-06-30 | $9,012,786 | 30,557 | Shares | Other | 2020-08-04 | |
| 2020-03-31 | $7,771,927 | 31,165 | Shares | Other | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||