ENTRUST FINANCIAL LLC

Position in UNH — Unitedhealth Group Inc

CIK 2109860 WAYNE, PA

Position in UNH

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$71,072

+$21,284 QoQ

Shares Held

171

-7.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.28%

of 13F equity value

Holder Rank

#3,173

of 3,349 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

ENTRUST FINANCIAL LLC holds $231,504 across 5 Healthcare Plans names. UNH ranks #1 (30.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc This page	171	$71,072
2	CVS	CVS HEALTH Corp	639	$66,104
3	CI	Cigna Group	180	$49,622
4	ELV	Elevance Health, Inc.	60	$23,203
5	CNC	Centene Corp	335	$21,503

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$71,072	171	-7.1%	Shares	Sole	2026-07-20
2026-03-31	$49,788	184	+4.0%	Shares	Sole	2026-05-12
2025-12-31	$58,429	177	—	Shares	Sole	2026-02-06
No filing history on record for this holder in this stock.