Position in UNH
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$67,106
-$14,101 QoQ
Shares Held
248
+0.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 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 Mar 31, 2026Bank of Jackson Hole Trust holds $264,511 across 4 Healthcare Plans names. UNH ranks #3 (25.4% of the industry book) .
All Filings in UNH
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $67,106 | 248 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $81,207 | 246 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $172,304 | 499 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $911,576 | 2,922 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $1,458,643 | 2,785 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $1,371,386 | 2,711 | Shares | Sole | 2025-01-31 | |
| No filing history on record for this holder in this stock. | ||||||