Haverford Trust Co

Bank

Position in UNH — Unitedhealth Group Inc

CIK 842941 RADNOR, PA

Back to UNH Full portfolio

Position in UNH

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$16,398,681

+$4,598,522 QoQ

Shares Held

39,455

-9.5% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.21%

of 13F equity value

Holder Rank

#588

of 3,349 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 97% Shared 0% None 3%

Common Shares in UNH Over Time

Shares Held

Position Value (USD)

Position in Healthcare Plans

Healthcare · as of Jun 30, 2026

Haverford Trust Co holds $19,528,233 across 4 Healthcare Plans names. UNH ranks #1 (84.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc This page	39,455	$16,398,681
2	CVS	CVS HEALTH Corp	20,051	$2,074,275
3	CI	Cigna Group	2,282	$629,101
4	ELV	Elevance Health, Inc.	1,102	$426,176

All Filings in UNH

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$16,398,681	39,455	-9.5%	Shares	Defined	2026-08-12
2026-03-31	$11,800,159	43,609	-6.0%	Shares	Defined	2026-05-11
2025-12-31	$15,321,395	46,413	-7.3%	Shares	Defined	2026-02-13
2025-09-30	$17,294,695	50,086	-13.4%	Shares	Defined	2025-11-14
2025-06-30	$18,044,032	57,839	-86.4%	Shares	Defined	2025-08-13
2025-03-31	$222,516,235	424,852	-0.3%	Shares	Defined	2025-05-14
2024-12-31	$215,569,709	426,145	-0.3%	Shares	Defined	2025-02-11
2024-09-30	$249,906,849	427,425	-0.9%	Shares	Defined	2024-11-05
2024-06-30	$219,577,634	431,170	-3.9%	Shares	Defined	2024-08-13
2024-03-31	$221,885,317	448,525	-5.6%	Shares	Defined	2024-05-02
2023-12-31	$250,094,835	475,041	-0.0%	Shares	Defined	2024-02-08
2023-09-30	$239,558,315	475,135	-1.9%	Shares	Defined	2023-11-09
2023-06-30	$232,741,749	484,233	+0.6%	Shares	Defined	2023-08-08
2023-03-31	$227,534,126	481,462	+0.0%	Shares	Defined	2023-05-12
2022-12-31	$255,141,172	481,235	-0.1%	Shares	Defined	2023-02-13
2022-09-30	$243,388,876	481,920	+0.4%	Shares	Defined	2022-11-14
2022-06-30	$246,577,326	480,068	+0.1%	Shares	Defined	2022-08-12
2022-03-31	$244,666,267	479,766	-5.6%	Shares	Defined	2022-05-05
2021-12-31	$255,099,171	508,024	-0.1%	Shares	Defined	2022-02-14
2021-09-30	$198,653,388	508,403	+0.6%	Shares	Defined	2021-11-12
2021-06-30	$202,368,360	505,365	+1.4%	Shares	Defined	2021-08-16
2021-03-31	$185,451,222	498,431	+2.4%	Shares	Defined	2021-05-12
2020-12-31	$170,702,607	486,776	-5.3%	Shares	Defined	2021-02-05
2020-09-30	$160,319,304	514,223	-0.1%	Shares	Defined	2020-11-10
2020-06-30	$151,809,585	514,696	+0.9%	Shares	Defined	2020-08-13
2020-03-31	$127,256,868	510,293	—	Shares	Defined	2020-05-11
No filing history on record for this holder in this stock.