Position in UNH
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$940,155
+$383,552 QoQ
Shares Held
2,262
+10.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.48%
of 13F equity value
Holder Rank
#1,858
of 3,335 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, 2026Crews Bank & Trust holds $1,726,144 across 4 Healthcare Plans names. UNH ranks #1 (54.5% 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 | $940,155 | 2,262 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $556,603 | 2,057 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $678,045 | 2,054 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $744,466 | 2,156 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $708,483 | 2,271 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $1,237,621 | 2,363 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $1,192,817 | 2,358 | Shares | Sole | 2025-01-23 | |
| No filing history on record for this holder in this stock. | ||||||