Cetera Trust Company, N.A

Bank

Position in UNH — Unitedhealth Group Inc

CIK 2005547 ST. PAUL, MN

Position in UNH

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$1,986,711

+$747,409 QoQ

Shares Held

4,780

+4.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.03%

of 13F equity value

Holder Rank

#1,404

of 3,349 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 97% Shared 0% None 3%

Healthcare · as of Jun 30, 2026

Cetera Trust Company, N.A holds $5,567,878 across 5 Healthcare Plans names. UNH ranks #1 (35.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc This page	4,780	$1,986,711
2	CVS	CVS HEALTH Corp	17,568	$1,817,409
3	ELV	Elevance Health, Inc.	3,961	$1,531,837
4	PGNY	Progyny, Inc.	4,210	$121,374
5	CI	Cigna Group	401	$110,547

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,986,711	4,780	+4.4%	Shares	Sole	2026-08-13
2026-03-31	$1,239,302	4,580	-3.3%	Shares	Sole	2026-05-08
2025-12-31	$1,564,061	4,738	-9.1%	Shares	Sole	2026-02-13
2025-09-30	$1,800,739	5,215	-2.1%	Shares	Sole	2025-11-13
2025-06-30	$1,661,240	5,325	-3.4%	Shares	Sole	2025-08-06
2025-03-31	$2,888,481	5,515	+1.8%	Shares	Sole	2025-04-14
2024-12-31	$2,739,231	5,415	-4.4%	Shares	Sole	2025-01-17
2024-09-30	$3,312,212	5,665	-2.9%	Shares	Sole	2024-10-21
2024-06-30	$2,971,532	5,835	-7.9%	Shares	Sole	2024-08-02
2024-03-31	$3,133,924	6,335	-3.9%	Shares	Sole	2024-05-08
2023-12-31	$3,472,069	6,595	—	Shares	Sole	2024-02-01
No filing history on record for this holder in this stock.