Position in UNH
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$7,251,912
+$2,469,505 QoQ
Shares Held
17,448
-1.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#838
of 3,349 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 76%
Shared 0%
None 24%
Common Shares in UNH Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026UMB Bank, n.a. holds $10,844,778 across 9 Healthcare Plans names. UNH ranks #1 (66.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
This page
|
17,448 | $7,251,912 | |
| 2 | CVS |
CVS HEALTH Corp
|
13,759 | $1,423,368 | |
| 3 | CI |
Cigna Group
|
2,322 | $640,128 | |
| 4 | ELV |
Elevance Health, Inc.
|
1,534 | $593,243 | |
| 5 | HUM |
Humana Inc
|
1,261 | $500,893 | |
| 6 | CNC |
Centene Corp
|
4,848 | $311,192 | |
| 7 | MOH |
Molina Healthcare, Inc.
|
427 | $97,654 | |
| 8 | ALHC |
Alignment Healthcare, Inc.
|
779 | $18,547 |
All Filings in UNH
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,251,912 | 17,448 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $4,782,407 | 17,674 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $10,169,698 | 30,807 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $11,413,545 | 33,054 | Shares | Defined | 2025-11-04 | |
| 2025-06-30 | $13,782,522 | 44,179 | Shares | Defined | 2025-07-11 | |
| 2025-03-31 | $45,622,291 | 87,107 | Shares | Defined | 2025-04-14 | |
| 2024-12-31 | $45,684,215 | 90,310 | Shares | Defined | 2025-01-16 | |
| 2024-09-30 | $54,603,849 | 93,391 | Shares | Defined | 2024-10-09 | |
| 2024-06-30 | $42,236,495 | 82,937 | Shares | Defined | 2024-07-29 | |
| 2024-03-31 | $52,326,397 | 105,774 | Shares | Defined | 2024-04-26 | |
| 2023-12-31 | $68,719,601 | 130,529 | Shares | Defined | 2024-01-23 | |
| 2023-09-30 | $70,558,364 | 139,944 | Shares | Defined | 2023-10-18 | |
| 2023-06-30 | $71,348,603 | 148,445 | Shares | Defined | 2023-07-25 | |
| 2023-03-31 | $70,341,239 | 148,842 | Shares | Defined | 2023-04-11 | |
| 2022-12-31 | $78,468,760 | 148,004 | Shares | Defined | 2023-01-10 | |
| 2022-09-30 | $75,880,239 | 150,246 | Shares | Defined | 2022-10-13 | |
| 2022-06-30 | $77,096,889 | 150,102 | Shares | Defined | 2022-07-20 | |
| 2022-03-31 | $76,961,611 | 150,914 | Shares | Defined | 2022-04-22 | |
| 2021-12-31 | $83,483,787 | 166,256 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $56,778,037 | 145,309 | Shares | Sole | 2021-10-18 | |
| 2021-06-30 | $57,304,565 | 143,104 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $53,611,194 | 144,089 | Shares | Sole | 2021-04-15 | |
| 2020-12-31 | $49,799,365 | 142,008 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $45,991,374 | 147,517 | Shares | Sole | 2020-10-16 | |
| 2020-06-30 | $43,510,139 | 147,517 | Shares | Sole | 2020-07-16 | |
| 2020-03-31 | $37,764,360 | 151,433 | Shares | Sole | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||