1ST SOURCE BANK

Bank

Position in UNH — Unitedhealth Group Inc

CIK 356264 SOUTH BEND, IN

Position in UNH

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$802,165

+$264,503 QoQ

Shares Held

1,930

-2.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#1,977

of 3,349 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 1% Shared 0% None 99%

Healthcare · as of Jun 30, 2026

1ST SOURCE BANK holds $3,607,376 across 5 Healthcare Plans names. UNH ranks #2 (22.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CVS	CVS HEALTH Corp	12,061	$1,247,710
2	UNH	Unitedhealth Group Inc This page	1,930	$802,165
3	ELV	Elevance Health, Inc.	1,549	$599,044
4	HUM	Humana Inc	1,265	$502,483
5	CI	Cigna Group	1,654	$455,974

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$802,165	1,930	-2.9%	Shares	Defined	2026-08-06
2026-03-31	$537,662	1,987	+12.4%	Shares	Defined	2026-05-04
2025-12-31	$583,633	1,768	-8.3%	Shares	Defined	2026-02-05
2025-09-30	$665,738	1,928	+1.7%	Shares	Defined	2025-11-12
2025-06-30	$591,182	1,895	+15.9%	Shares	Defined	2025-08-07
2025-03-31	$856,330	1,635	-3.3%	Shares	Defined	2025-05-05
2024-12-31	$855,409	1,691	+0.2%	Shares	Defined	2025-02-10
2024-09-30	$986,355	1,687	+5.6%	Shares	Defined	2024-12-11
2024-06-30	$813,288	1,597	-5.0%	Shares	Sole	2024-08-08
2024-03-31	$831,590	1,681	+1.8%	Shares	Sole	2024-05-09
2023-12-31	$869,201	1,651	-1.6%	Shares	Sole	2024-02-08
2023-09-30	$845,526	1,677	+5.0%	Shares	Sole	2023-11-09
2023-06-30	$767,582	1,597	-3.0%	Shares	Sole	2023-08-09
2023-03-31	$778,355	1,647	-4.9%	Shares	Sole	2023-05-09
2022-12-31	$917,741	1,731	-0.6%	Shares	Sole	2023-02-13
2022-09-30	$879,779	1,742	+14.1%	Shares	Sole	2022-11-04
2022-06-30	$784,312	1,527	+2.6%	Shares	Sole	2022-08-05
2022-03-31	$758,834	1,488	+0.3%	Shares	Sole	2022-05-05
2021-12-31	$745,175	1,484	+1.3%	Shares	Sole	2022-02-09
2021-09-30	$572,434	1,465	-0.3%	Shares	Sole	2021-11-05
2021-06-30	$588,646	1,470	+7.1%	Shares	Sole	2021-08-03
2021-03-31	$510,851	1,373	-3.6%	Shares	Sole	2021-05-07
2020-12-31	$499,368	1,424	0.0%	Shares	Sole	2021-02-05
2020-09-30	$443,959	1,424	+1.1%	Shares	Sole	2020-10-30
2020-06-30	$415,289	1,408	-22.0%	Shares	Sole	2020-08-07
2020-03-31	$450,130	1,805	—	Shares	Other	2020-04-29
No filing history on record for this holder in this stock.