Position in UNH
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$5,214,493
+$1,967,144 QoQ
Shares Held
12,546
+4.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.31%
of 13F equity value
Holder Rank
#955
of 3,349 holders
Holding Since
Dec 2023
11 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, 2026MORTON COMMUNITY BANK holds $14,646,242 across 3 Healthcare Plans names. UNH ranks #1 (35.6% of the industry book) .
All Filings in UNH
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,214,493 | 12,546 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $3,247,349 | 12,001 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $3,746,418 | 11,349 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $3,511,355 | 10,169 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,834,871 | 9,087 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $4,243,422 | 8,102 | Shares | Other | 2025-05-12 | |
| 2024-12-31 | $4,047,890 | 8,002 | Shares | Other | 2025-02-07 | |
| 2024-09-30 | $4,694,395 | 8,029 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $4,166,764 | 8,182 | Shares | Other | 2024-08-06 | |
| 2024-03-31 | $3,812,652 | 7,707 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $4,034,339 | 7,663 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||