Harbour Trust & Investment Management Co
Position in UNH — Unitedhealth Group Inc
CIK 2003557
MICHIGAN CITY, IN
Position in UNH
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$298,006
+$65,299 QoQ
Shares Held
717
-16.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#2,713
of 3,349 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in UNH Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Harbour Trust & Investment Management Co holds $565,623 across 2 Healthcare Plans names. UNH ranks #1 (52.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
This page
|
717 | $298,006 | |
| 2 | ELV |
Elevance Health, Inc.
|
692 | $267,617 |
All Filings in UNH
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $298,006 | 717 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $232,707 | 860 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $742,416 | 2,249 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $5,079,017 | 14,709 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $4,838,342 | 15,509 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $8,076,748 | 15,421 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $7,426,530 | 14,681 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $8,207,737 | 14,038 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $7,032,370 | 13,809 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $6,059,084 | 12,248 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $4,779,294 | 9,078 | Shares | Sole | 2024-01-26 | |
| No filing history on record for this holder in this stock. | ||||||