EQUITABLE TRUST CO

Bank

Position in UNH — Unitedhealth Group Inc

CIK 33250 NASHVILLE, TN

Position in UNH

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$6,325,888

-$3,457,022 QoQ

Shares Held

15,220

-57.9% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.39%

of 13F equity value

Holder Rank

#887

of 3,349 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

EQUITABLE TRUST CO holds $7,537,277 across 3 Healthcare Plans names. UNH ranks #1 (83.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc This page	15,220	$6,325,888
2	ELV	Elevance Health, Inc.	2,123	$821,027
3	CI	Cigna Group	1,416	$390,362

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,325,888	15,220	-57.9%	Shares	Sole	2026-07-23
2026-03-31	$9,782,910	36,154	-0.2%	Shares	Sole	2026-04-30
2025-12-31	$11,954,603	36,214	+2.2%	Shares	Sole	2026-02-02
2025-09-30	$12,239,157	35,445	-24.3%	Shares	Sole	2025-11-10
2025-06-30	$14,606,123	46,819	+238.0%	Shares	Sole	2025-07-23
2025-03-31	$7,253,936	13,850	+19.5%	Shares	Sole	2025-04-25
2024-12-31	$5,862,916	11,590	+6.4%	Shares	Sole	2025-01-28
2024-09-30	$6,367,749	10,891	+6.9%	Shares	Sole	2024-10-29
2024-06-30	$5,186,812	10,185	+18.5%	Shares	Sole	2024-07-31
2024-03-31	$4,253,429	8,598	+6.9%	Shares	Sole	2024-04-24
2023-12-31	$4,232,818	8,040	-2.6%	Shares	Sole	2024-01-25
2023-09-30	$4,163,600	8,258	-0.4%	Shares	Sole	2023-11-06
2023-06-30	$3,985,946	8,293	-7.2%	Shares	Sole	2023-08-08
2023-03-31	$4,225,427	8,941	-31.8%	Shares	Sole	2023-05-02
2022-12-31	$6,950,659	13,110	-17.3%	Shares	Sole	2023-02-17
2022-09-30	$8,002,863	15,846	-4.5%	Shares	Sole	2022-10-31
2022-06-30	$8,518,039	16,584	-8.5%	Shares	Sole	2022-07-15
2022-03-31	$9,240,145	18,119	-0.7%	Shares	Sole	2022-05-06
2021-12-31	$9,158,530	18,239	-3.3%	Shares	Sole	2022-01-31
2021-09-30	$7,366,230	18,852	+17.9%	Shares	Sole	2021-10-26
2021-06-30	$6,404,236	15,993	+1.0%	Shares	Sole	2021-08-03
2021-03-31	$5,893,215	15,839	-7.1%	Shares	Sole	2021-05-14
2020-12-31	$5,979,444	17,051	+0.9%	Shares	Sole	2021-02-12
2020-09-30	$5,269,536	16,902	+664.5%	Shares	Sole	2020-11-13
2020-06-30	$652,133	2,211	-59.8%	Shares	Sole	2020-08-18
2020-03-31	$1,373,085	5,506	—	Shares	Sole	2020-05-21
No filing history on record for this holder in this stock.