WoodTrust Financial Corp

Position in UNH — Unitedhealth Group Inc

CIK 1725247 WISCONSIN RAPIDS, WI

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Position in UNH

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$11,998,822

+$3,656,803 QoQ

Shares Held

28,869

-6.4% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

2.38%

of 13F equity value

Holder Rank

#688

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, 2026

WoodTrust Financial Corp holds $12,525,382 across 2 Healthcare Plans names. UNH ranks #1 (95.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	UNH	Unitedhealth Group Inc This page	28,869	$11,998,822
2	CVS	CVS HEALTH Corp	5,090	$526,560

All Filings in UNH

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$11,998,822	28,869	-6.4%	Shares	Defined	2026-07-27
2026-03-31	$8,342,019	30,829	+24.0%	Shares	Defined	2026-05-06
2025-12-31	$8,206,534	24,860	-7.3%	Shares	Defined	2026-01-30
2025-09-30	$9,262,672	26,825	+9.9%	Shares	Defined	2025-10-28
2025-06-30	$7,617,371	24,417	+1.2%	Shares	Defined	2025-07-23
2025-03-31	$12,632,326	24,119	+7.7%	Shares	Defined	2025-04-23
2024-12-31	$11,328,228	22,394	-0.1%	Shares	Defined	2025-02-06
2024-09-30	$13,103,263	22,411	+3.4%	Shares	Defined	2024-10-31
2024-06-30	$11,038,719	21,676	+1.8%	Shares	Defined	2024-08-13
2024-03-31	$10,538,099	21,302	-2.0%	Shares	Defined	2024-04-17
2023-12-31	$11,439,140	21,728	+0.6%	Shares	Defined	2024-01-23
2023-09-30	$10,895,041	21,609	+0.3%	Shares	Defined	2023-10-16
2023-06-30	$10,357,792	21,550	+0.1%	Shares	Defined	2023-07-28
2023-03-31	$10,172,499	21,525	+2.4%	Shares	Defined	2023-04-14
2022-12-31	$11,140,142	21,012	-0.2%	Shares	Defined	2023-01-23
2022-09-30	$10,630,081	21,048	+1.4%	Shares	Defined	2022-10-28
2022-06-30	$10,659,363	20,753	+1.6%	Shares	Defined	2022-07-22
2022-03-31	$10,418,177	20,429	-0.3%	Shares	Defined	2022-04-25
2021-12-31	$10,292,865	20,498	+2.3%	Shares	Defined	2022-02-14
2021-09-30	$7,832,774	20,046	+4.1%	Shares	Defined	2021-11-08
2021-06-30	$7,707,669	19,248	+2.3%	Shares	Defined	2021-08-03
2021-03-31	$7,003,101	18,822	+1.1%	Shares	Defined	2021-04-22
2020-12-31	$6,528,960	18,618	+3.5%	Shares	Defined	2021-01-21
2020-09-30	$5,608,742	17,990	+4.1%	Shares	Defined	2020-10-13
2020-06-30	$5,095,556	17,276	+5.9%	Shares	Defined	2020-07-29
2020-03-31	$4,066,390	16,306	—	Shares	Defined	2020-04-07
No filing history on record for this holder in this stock.