Commonwealth Financial Services, LLC
Position in UNH — Unitedhealth Group Inc
CIK 1536755
VIENNA, WV
Position in UNH
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$524,940
+$275,727 QoQ
Shares Held
1,263
+37.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#2,281
of 3,349 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in UNH Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Commonwealth Financial Services, LLC holds $758,138 across 2 Healthcare Plans names. UNH ranks #1 (69.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
This page
|
1,263 | $524,940 | |
| 2 | ELV |
Elevance Health, Inc.
|
603 | $233,198 |
All Filings in UNH
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $524,940 | 1,263 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $249,213 | 921 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $383,917 | 1,163 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $445,091 | 1,289 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $314,153 | 1,007 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $521,655 | 996 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $507,883 | 1,004 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $464,820 | 795 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $369,722 | 726 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $329,470 | 666 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $350,629 | 666 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||