Position in UNH
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$33,053,807
+$11,111,394 QoQ
Shares Held
79,527
-1.9% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
1.90%
of 13F equity value
Holder Rank
#445
of 3,349 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in UNH Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Trajan Wealth LLC holds $74,368,559 across 2 Healthcare Plans names. UNH ranks #2 (44.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ELV |
Elevance Health, Inc.
|
106,831 | $41,314,752 | |
| 2 | UNH |
Unitedhealth Group Inc
This page
|
79,527 | $33,053,807 |
All Filings in UNH
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $33,053,807 | 79,527 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $21,942,413 | 81,091 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $27,493,211 | 83,285 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $29,451,672 | 85,293 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $19,867,497 | 63,684 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $23,369,201 | 44,619 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $19,752,315 | 39,047 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $20,054,524 | 34,300 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $27,268,326 | 53,545 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $25,714,011 | 51,979 | Shares | Sole | 2024-05-14 | |
| No filing history on record for this holder in this stock. | ||||||