Position in UNH
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$766,837
+$244,599 QoQ
Shares Held
1,845
-4.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#2,011
of 3,340 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 49%
Shared 0%
None 51%
Common Shares in UNH Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026FIRST AMERICAN TRUST, FSB holds $6,591,398 across 3 Healthcare Plans names. UNH ranks #2 (11.6% of the industry book) .
All Filings in UNH
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $766,837 | 1,845 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $522,238 | 1,930 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $657,579 | 1,992 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $793,844 | 2,299 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $564,977 | 1,811 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $950,082 | 1,814 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $961,134 | 1,900 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $1,406,155 | 2,405 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $961,991 | 1,889 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $816,254 | 1,650 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $999,766 | 1,899 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $500,660 | 993 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $421,521 | 877 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $519,849 | 1,100 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $567,292 | 1,070 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $471,202 | 933 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $547,015 | 1,065 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $641,032 | 1,257 | Shares | Sole | 2022-04-12 | |
| 2021-12-31 | $522,225 | 1,040 | Shares | Sole | 2022-01-11 | |
| 2021-09-30 | $404,415 | 1,035 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $392,831 | 981 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $365,372 | 982 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $420,464 | 1,199 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $510,678 | 1,638 | Shares | Sole | 2020-10-14 | |
| 2020-06-30 | $477,818 | 1,620 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $392,025 | 1,572 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||