Position in UNH
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$253,949
+$19,902 QoQ
Shares Held
611
-13.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#2,843
of 3,349 holders
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 Jun 30, 2026Texas Bank & Trust Co holds $570,712 across 2 Healthcare Plans names. UNH ranks #2 (44.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVS |
CVS HEALTH Corp
|
3,062 | $316,763 | |
| 2 | UNH |
Unitedhealth Group Inc
This page
|
611 | $253,949 |
All Filings in UNH
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $253,949 | 611 | Shares | Sole | 2026-07-31 | |
| 2025-12-31 | $234,047 | 709 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $251,723 | 729 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $231,169 | 741 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $1,278,996 | 2,442 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,316,246 | 2,602 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||