Position in UNH
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$41,233,821
+$14,346,376 QoQ
Shares Held
99,208
-0.2% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
1.04%
of 13F equity value
Holder Rank
#405
of 3,349 holders
Holding Since
Dec 2023
11 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, 2026National Philanthropic Trust holds $46,488,708 across 2 Healthcare Plans names. UNH ranks #1 (88.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
This page
|
99,208 | $41,233,821 | |
| 2 | ELV |
Elevance Health, Inc.
|
13,588 | $5,254,887 |
All Filings in UNH
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $41,233,821 | 99,208 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $26,887,445 | 99,366 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $32,884,237 | 99,616 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $34,682,277 | 100,441 | Shares | Sole | 2026-05-15 | |
| 2025-06-30 | $31,162,995 | 99,891 | Shares | Sole | 2026-05-15 | |
| 2025-03-31 | $52,332,052 | 99,918 | Shares | Sole | 2026-05-15 | |
| 2024-12-31 | $53,681,863 | 106,120 | Shares | Sole | 2026-05-15 | |
| 2024-09-30 | $42,831,902 | 73,257 | Shares | Sole | 2026-05-15 | |
| 2024-06-30 | $37,409,221 | 73,458 | Shares | Sole | 2026-05-15 | |
| 2024-03-31 | $36,561,298 | 73,906 | Shares | Sole | 2026-05-15 | |
| 2023-12-31 | $40,161,237 | 76,284 | Shares | Sole | 2026-06-12 | |
| No filing history on record for this holder in this stock. | ||||||