Avalon Trust Co

Bank

Position in UNH — Unitedhealth Group Inc

CIK 1798150 SANTA FE, NM

Position in UNH

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$51,538

+$20,962 QoQ

Shares Held

124

+9.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#3,203

of 3,349 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Avalon Trust Co holds $556,219 across 4 Healthcare Plans names. UNH ranks #4 (9.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CVS	CVS HEALTH Corp	2,490	$257,590
2	OSCR	Oscar Health, Inc.	4,633	$132,133
3	CI	Cigna Group	417	$114,958
4	UNH	Unitedhealth Group Inc This page	124	$51,538

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$51,538	124	+9.7%	Shares	Sole	2026-08-06
2026-03-31	$30,576	113	-35.8%	Shares	Sole	2026-05-06
2025-12-31	$58,099	176	-36.2%	Shares	Sole	2026-02-09
2025-09-30	$95,302	276	+144.2%	Shares	Sole	2025-11-10
2025-06-30	$35,252	113	-94.9%	Shares	Sole	2025-08-08
2025-03-31	$1,164,820	2,224	-19.3%	Shares	Sole	2025-05-09
2024-12-31	$1,393,644	2,755	+5.8%	Shares	Sole	2025-02-10
2024-09-30	$1,521,922	2,603	-17.7%	Shares	Sole	2024-11-13
2024-06-30	$1,611,298	3,164	-23.9%	Shares	Sole	2024-08-12
2024-03-31	$2,056,467	4,157	+127.9%	Shares	Sole	2024-05-07
2023-12-31	$960,281	1,824	0.0%	Shares	Sole	2024-02-06
2023-09-30	$919,642	1,824	-3.4%	Shares	Sole	2023-11-13
2023-06-30	$907,448	1,888	0.0%	Shares	Sole	2023-08-09
2023-03-31	$892,249	1,888	—	Shares	Sole	2023-05-11
No filing history on record for this holder in this stock.