Position in UNH
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$3,366,602
+$1,121,788 QoQ
Shares Held
8,100
-2.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.36%
of 13F equity value
Holder Rank
#1,145
of 3,335 holders
Holding Since
Dec 2021
19 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, 2026Missouri Trust & Investment Co holds $6,537,964 across 2 Healthcare Plans names. UNH ranks #1 (51.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
This page
|
8,100 | $3,366,602 | |
| 2 | CVS |
CVS HEALTH Corp
|
30,656 | $3,171,362 |
All Filings in UNH
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,366,602 | 8,100 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $2,244,814 | 8,296 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,819,896 | 5,513 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,078,360 | 6,019 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $1,520,229 | 4,873 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $2,201,845 | 4,204 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $1,954,643 | 3,864 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $1,836,479 | 3,141 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $1,617,409 | 3,176 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,596,396 | 3,227 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,788,418 | 3,397 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $1,627,021 | 3,227 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,135,752 | 2,363 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $1,112,004 | 2,353 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,294,169 | 2,441 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $1,199,470 | 2,375 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $1,298,456 | 2,528 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $1,237,187 | 2,426 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $883,264 | 1,759 | Shares | Sole | 2022-02-02 | |
| No filing history on record for this holder in this stock. | ||||||