Alpine Bank Wealth Management
BankPosition in UNH — Unitedhealth Group Inc
CIK 1974910
GRAND JUNCTION, CO
Position in UNH
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$141,314
+$116,798 QoQ
Shares Held
340
+378.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#3,098
of 3,349 holders
Holding Since
Sep 2024
5 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, 2026Alpine Bank Wealth Management holds $542,196 across 3 Healthcare Plans names. UNH ranks #2 (26.1% of the industry book) .
All Filings in UNH
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $141,314 | 340 | Shares | Sole | 2026-08-07 | |
| 2025-09-30 | $24,516 | 71 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $22,149 | 71 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $180,693 | 345 | Shares | Sole | 2025-04-23 | |
| 2024-09-30 | $349,638 | 598 | Shares | Sole | 2024-11-12 | |
| No filing history on record for this holder in this stock. | ||||||