ALERUS FINANCIAL NA

Position in UNH — Unitedhealth Group Inc

CIK 919458 GRAND FORKS, ND

Position in UNH

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$12,260,253

+$4,021,329 QoQ

Shares Held

29,498

-3.1% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

1.12%

of 13F equity value

Holder Rank

#678

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

ALERUS FINANCIAL NA holds $15,172,292 across 3 Healthcare Plans names. UNH ranks #1 (80.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc This page	29,498	$12,260,253
2	CVS	CVS HEALTH Corp	28,067	$2,903,531
3	ELV	Elevance Health, Inc.	22	$8,508

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$12,260,253	29,498	-3.1%	Shares	Sole	2026-08-14
2026-03-31	$8,238,924	30,448	-3.7%	Shares	Sole	2026-05-12
2025-12-31	$10,440,719	31,628	+100.0%	Shares	Sole	2026-02-13
2025-09-30	$5,459,883	15,812	-20.4%	Shares	Sole	2025-11-10
2025-06-30	$6,196,660	19,863	+34.1%	Shares	Sole	2025-08-13
2025-03-31	$7,756,213	14,809	-1.9%	Shares	Sole	2025-05-13
2024-12-31	$7,634,944	15,093	+115.3%	Shares	Sole	2025-02-12
2024-09-30	$4,099,191	7,011	-3.4%	Shares	Sole	2024-11-14
2024-06-30	$3,695,699	7,257	-1.3%	Shares	Sole	2024-08-08
2024-03-31	$3,637,529	7,353	-37.5%	Shares	Sole	2024-05-13
2023-12-31	$6,191,287	11,760	+138.4%	Shares	Sole	2024-02-12
2023-09-30	$2,487,169	4,933	-17.2%	Shares	Sole	2023-11-14
2023-06-30	$2,865,095	5,961	+1.1%	Shares	Sole	2023-08-14
2023-03-31	$2,785,445	5,894	-2.7%	Shares	Sole	2023-05-15
2022-12-31	$3,210,239	6,055	-62.8%	Shares	Sole	2023-02-14
2022-09-30	$8,221,041	16,278	-0.5%	Shares	Sole	2022-11-14
2022-06-30	$8,401,959	16,358	-25.3%	Shares	Sole	2022-08-12
2022-03-31	$11,162,733	21,889	-2.3%	Shares	Sole	2022-05-13
2021-12-31	$11,248,438	22,401	+12.3%	Shares	Sole	2022-02-14
2021-09-30	$7,796,435	19,953	-0.9%	Shares	Sole	2021-11-12
2021-06-30	$8,060,056	20,128	-14.3%	Shares	Sole	2021-08-11
2021-03-31	$8,741,784	23,495	-9.5%	Shares	Sole	2021-05-13
2020-12-31	$9,100,146	25,950	+1.7%	Shares	Sole	2021-02-12
2020-09-30	$7,952,940	25,509	-10.8%	Shares	Sole	2020-11-13
2020-06-30	$8,437,634	28,607	+3.3%	Shares	Sole	2020-08-14
2020-03-31	$6,909,072	27,705	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.