Position in UNH
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$80,632
+$28,138 QoQ
Shares Held
194
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#3,166
of 3,349 holders
Holding Since
Dec 2024
7 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, 2026BankPlus Trust Department holds $359,023 across 3 Healthcare Plans names. UNH ranks #2 (22.5% of the industry book) .
All Filings in UNH
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $80,632 | 194 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $52,494 | 194 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $142,607 | 432 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $258,284 | 748 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $840,135 | 2,693 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $1,560,775 | 2,980 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $1,458,900 | 2,884 | Shares | Sole | 2025-02-04 | |
| No filing history on record for this holder in this stock. | ||||||