Position in UNH
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$261,431
+$63,901 QoQ
Shares Held
629
-13.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#2,827
of 3,349 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UNH Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026ADIRONDACK TRUST CO holds $806,509 across 2 Healthcare Plans names. UNH ranks #2 (32.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVS |
CVS HEALTH Corp
|
5,269 | $545,078 | |
| 2 | UNH |
Unitedhealth Group Inc
This page
|
629 | $261,431 |
All Filings in UNH
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $261,431 | 629 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $197,530 | 730 | Shares | Sole | 2026-04-03 | |
| 2025-12-31 | $312,944 | 948 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $493,433 | 1,429 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $663,248 | 2,126 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $1,309,375 | 2,500 | Shares | Sole | 2025-04-03 | |
| 2024-12-31 | $1,293,484 | 2,557 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $1,495,026 | 2,557 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $1,310,835 | 2,574 | Shares | Sole | 2024-07-09 | |
| 2024-03-31 | $1,275,336 | 2,578 | Shares | Sole | 2024-04-09 | |
| 2023-12-31 | $1,382,510 | 2,626 | Shares | Sole | 2024-03-29 | |
| 2023-09-30 | $1,346,691 | 2,671 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $1,277,060 | 2,657 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $1,388,469 | 2,938 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $1,566,151 | 2,954 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $1,488,857 | 2,948 | Shares | Sole | 2022-10-13 | |
| 2022-06-30 | $1,495,690 | 2,912 | Shares | Sole | 2022-07-06 | |
| 2022-03-31 | $1,432,505 | 2,809 | Shares | Sole | 2022-04-05 | |
| 2021-12-31 | $1,280,457 | 2,550 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 | $989,353 | 2,532 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $999,097 | 2,495 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $924,593 | 2,485 | Shares | Sole | 2021-04-16 | |
| 2020-12-31 | $659,278 | 1,880 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $381,918 | 1,225 | Shares | Sole | 2020-10-05 | |
| 2020-06-30 | $361,313 | 1,225 | Shares | Sole | 2020-08-19 | |
| 2020-03-31 | $302,996 | 1,215 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||