Global Trust Asset Management, LLC

Position in UNH — Unitedhealth Group Inc

CIK 1729672 PALM BEACH GARDENS, FL

Position in UNH

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

Position Value

$222,777

+$71,788 QoQ

Shares Held

536

-3.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#2,957

of 3,349 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 37% Shared 0% None 63%

Healthcare · as of Jun 30, 2026

Global Trust Asset Management, LLC holds $682,718 across 4 Healthcare Plans names. UNH ranks #2 (32.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ELV	Elevance Health, Inc.	741	$286,566
2	UNH	Unitedhealth Group Inc This page	536	$222,777
3	CI	Cigna Group	585	$161,272
4	CVS	CVS HEALTH Corp	117	$12,103

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$222,777	536	-3.9%	Shares	Sole	2026-08-03
2026-03-31	$150,989	558	0.0%	Shares	Sole	2026-04-23
2025-12-31	$184,201	558	-38.7%	Shares	Sole	2026-01-20
2025-09-30	$314,223	910	-22.9%	Shares	Sole	2025-10-28
2025-06-30	$368,124	1,180	-13.7%	Shares	Sole	2025-07-17
2025-03-31	$716,490	1,368	-18.3%	Shares	Sole	2025-04-18
2024-12-31	$846,809	1,674	+3.5%	Shares	Sole	2025-01-17
2024-09-30	$945,427	1,617	-0.6%	Shares	Sole	2024-10-23
2024-06-30	$828,566	1,627	0.0%	Shares	Sole	2024-07-11
2024-03-31	$804,876	1,627	-7.7%	Shares	Sole	2024-04-12
2023-12-31	$927,640	1,762	+8.3%	Shares	Sole	2024-01-16
2023-09-30	$820,317	1,627	-0.9%	Shares	Sole	2023-10-12
2023-06-30	$789,210	1,642	0.0%	Shares	Sole	2023-07-24
2023-03-31	$775,992	1,642	+0.6%	Shares	Sole	2023-04-14
2022-12-31	$865,253	1,632	-8.4%	Shares	Sole	2023-02-14
2022-09-30	$899,981	1,782	+5.1%	Shares	Sole	2022-10-07
2022-06-30	$871,116	1,696	-0.5%	Shares	Sole	2022-07-12
2022-03-31	$868,988	1,704	-27.0%	Shares	Sole	2022-04-15
2021-12-31	$1,172,496	2,335	+45.6%	Shares	Sole	2022-01-18
2021-09-30	$626,746	1,604	-0.1%	Shares	Sole	2021-10-07
2021-06-30	$643,106	1,606	-29.4%	Shares	Sole	2021-07-13
2021-03-31	$846,831	2,276	+39.1%	Shares	Sole	2021-04-14
2020-12-31	$573,712	1,636	0.0%	Shares	Sole	2021-01-13
2020-09-30	$510,055	1,636	0.0%	Shares	Sole	2020-11-17
2020-06-30	$482,538	1,636	+12.1%	Shares	Sole	2020-07-08
2020-03-31	$364,094	1,460	—	Shares	Sole	2020-04-06
No filing history on record for this holder in this stock.