Position in UNH
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$2,527,861
+$882,133 QoQ
Shares Held
6,082
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
2.05%
of 13F equity value
Holder Rank
#1,281
of 3,349 holders
Holding Since
Dec 2020
23 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, 2026CoreFirst Bank & Trust holds $2,959,749 across 4 Healthcare Plans names. UNH ranks #1 (85.4% of the industry book) .
All Filings in UNH
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,527,861 | 6,082 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $1,645,728 | 6,082 | Shares | Sole | 2026-06-03 | |
| 2025-12-31 | $673,094 | 2,039 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $766,220 | 2,219 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $692,261 | 2,219 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,200,958 | 2,293 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $1,159,936 | 2,293 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $1,340,671 | 2,293 | Shares | Sole | 2025-02-11 | |
| 2024-06-30 | $1,188,103 | 2,333 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,155,619 | 2,336 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,234,045 | 2,344 | Shares | Sole | 2024-03-18 | |
| 2023-09-30 | $1,226,190 | 2,432 | Shares | Sole | 2023-12-18 | |
| 2023-06-30 | $1,181,893 | 2,459 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $1,275,047 | 2,698 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,372,105 | 2,588 | Shares | Sole | 2023-02-16 | |
| 2022-09-30 | $1,321,689 | 2,617 | Shares | Sole | 2022-11-16 | |
| 2022-06-30 | $1,323,624 | 2,577 | Shares | Sole | 2022-08-16 | |
| 2022-03-31 | $1,231,577 | 2,415 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,212,668 | 2,415 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $947,544 | 2,425 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $971,067 | 2,425 | Shares | Sole | 2021-08-17 | |
| 2021-03-31 | $902,269 | 2,425 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $836,021 | 2,384 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||