CANANDAIGUA NATIONAL BANK & TRUST CO
BankPosition in UNH — Unitedhealth Group Inc
CIK 1074266
CANANDAIGUA, NY
Position in UNH
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$704,492
+$46,583 QoQ
Shares Held
1,695
-15.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#2,078
of 3,349 holders
Holding Since
Mar 2020
14 quarters on record
Voting authority
Sole 98%
Shared 0%
None 1%
Common Shares in UNH Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026CANANDAIGUA NATIONAL BANK & TRUST CO holds $8,137,160 across 4 Healthcare Plans names. UNH ranks #3 (8.7% of the industry book) .
All Filings in UNH
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $704,492 | 1,695 | Shares | Sole | 2026-07-07 | |
| 2025-12-31 | $657,909 | 1,993 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $802,477 | 2,324 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $772,749 | 2,477 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $1,727,851 | 3,299 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $1,862,576 | 3,682 | Shares | Sole | 2025-01-06 | |
| 2024-09-30 | $2,607,088 | 4,459 | Shares | Sole | 2024-10-03 | |
| 2024-06-30 | $2,371,114 | 4,656 | Shares | Sole | 2024-07-11 | |
| 2024-03-31 | $2,530,390 | 5,115 | Shares | Sole | 2024-04-01 | |
| 2023-12-31 | $3,783,739 | 7,187 | Shares | Sole | 2024-01-04 | |
| 2023-09-30 | $3,664,957 | 7,269 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $3,580,768 | 7,450 | Shares | Sole | 2023-07-03 | |
| 2023-03-31 | $3,536,390 | 7,483 | Shares | Sole | 2023-04-11 | |
| 2020-03-31 | $667,340 | 2,676 | Shares | Sole | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||