Position in UNH
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$403,161
+$141,501 QoQ
Shares Held
970
+0.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#2,475
of 3,349 holders
Holding Since
Mar 2025
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, 2026TOWER TRUST & INVESTMENT Co holds $1,971,980 across 2 Healthcare Plans names. UNH ranks #2 (20.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVS |
CVS HEALTH Corp
|
15,165 | $1,568,819 | |
| 2 | UNH |
Unitedhealth Group Inc
This page
|
970 | $403,161 |
All Filings in UNH
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $403,161 | 970 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $261,660 | 967 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $319,216 | 967 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $383,283 | 1,110 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $346,286 | 1,110 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $581,362 | 1,110 | Shares | Sole | 2025-05-13 | |
| No filing history on record for this holder in this stock. | ||||||