Position in UNH
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$3,154,215
+$1,432,452 QoQ
Shares Held
7,589
+19.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#1,187
of 3,349 holders
Holding Since
Jun 2022
17 quarters on record
Voting authority
Sole 42%
Shared 0%
None 58%
Common Shares in UNH Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Blue Trust, Inc. holds $6,956,194 across 9 Healthcare Plans names. UNH ranks #1 (45.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
This page
|
7,589 | $3,154,215 | |
| 2 | ELV |
Elevance Health, Inc.
|
3,809 | $1,473,054 | |
| 3 | CNC |
Centene Corp
|
10,151 | $651,592 | |
| 4 | CVS |
CVS HEALTH Corp
|
4,497 | $465,213 | |
| 5 | ALHC |
Alignment Healthcare, Inc.
|
19,179 | $456,651 | |
| 6 | HUM |
Humana Inc
|
871 | $345,977 | |
| 7 | CI |
Cigna Group
|
1,222 | $336,880 | |
| 8 | MOH |
Molina Healthcare, Inc.
|
266 | $60,834 |
All Filings in UNH
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,154,215 | 7,589 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $1,721,763 | 6,363 | Shares | Other | 2026-04-20 | |
| 2025-12-31 | $2,160,569 | 6,545 | Shares | Defined | 2026-01-16 | |
| 2025-09-30 | $2,541,753 | 7,361 | Shares | Other | 2025-10-16 | |
| 2025-06-30 | $2,475,793 | 7,936 | Shares | Other | 2025-07-24 | |
| 2025-03-31 | $4,825,308 | 9,213 | Shares | Other | 2025-04-21 | |
| 2024-12-31 | $4,244,163 | 8,390 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $6,097,627 | 10,429 | Shares | Defined | 2024-10-17 | |
| 2024-06-30 | $3,564,818 | 7,000 | Shares | Other | 2024-07-18 | |
| 2024-03-31 | $2,456,184 | 4,965 | Shares | Other | 2024-05-01 | |
| 2023-12-31 | $2,291,196 | 4,352 | Shares | Other | 2024-01-18 | |
| 2023-09-30 | $1,963,819 | 3,895 | Shares | Other | 2023-10-11 | |
| 2023-06-30 | $1,337,620 | 2,783 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $3,997 | 7,540 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $3,717,622 | 7,012 | Shares | Other | 2023-01-17 | |
| 2022-09-30 | $1,768,144 | 3,501 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $1,339,546 | 2,608 | Shares | Sole | 2022-08-09 | |
| No filing history on record for this holder in this stock. | ||||||