Position in UNH
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,495,021
+$508,180 QoQ
Shares Held
3,597
-1.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.54%
of 13F equity value
Holder Rank
#1,569
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, 2026Heartland Bank & Trust Co holds $1,702,056 across 2 Healthcare Plans names. UNH ranks #1 (87.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
This page
|
3,597 | $1,495,021 | |
| 2 | CI |
Cigna Group
|
751 | $207,035 |
All Filings in UNH
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,495,021 | 3,597 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $986,841 | 3,647 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $323,507 | 980 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $1,239,972 | 3,591 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,143,993 | 3,667 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $1,972,966 | 3,767 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $1,623,304 | 3,209 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $1,561,095 | 2,670 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $1,307,270 | 2,567 | Shares | Sole | 2024-08-21 | |
| 2024-03-31 | $1,747,775 | 3,533 | Shares | Sole | 2024-05-17 | |
| 2023-12-31 | $1,871,074 | 3,554 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $1,373,917 | 2,725 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $1,099,704 | 2,288 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $1,164,934 | 2,465 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $3,207,589 | 6,050 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $3,219,630 | 6,375 | Shares | Sole | 2022-10-11 | |
| 2022-06-30 | $2,313,903 | 4,505 | Shares | Sole | 2022-07-12 | |
| 2022-03-31 | $2,229,078 | 4,371 | Shares | Sole | 2022-04-12 | |
| 2021-12-31 | $1,410,009 | 2,808 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $2,632,415 | 6,737 | Shares | Sole | 2021-10-18 | |
| 2021-06-30 | $2,630,890 | 6,570 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $1,558,229 | 4,188 | Shares | Sole | 2021-06-21 | |
| 2020-12-31 | $3,150,509 | 8,984 | Shares | Sole | 2021-06-15 | |
| No filing history on record for this holder in this stock. | ||||||