Community Financial Services Group, LLC
Position in UNH — Unitedhealth Group Inc
CIK 1537319
NEWPORT, VT
Position in UNH
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$91,022
+$31,763 QoQ
Shares Held
219
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#3,154
of 3,349 holders
Holding Since
Sep 2023
9 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, 2026Community Financial Services Group, LLC holds $140,644 across 2 Healthcare Plans names. UNH ranks #1 (64.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
This page
|
219 | $91,022 | |
| 2 | CI |
Cigna Group
|
180 | $49,622 |
All Filings in UNH
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $91,022 | 219 | Shares | Defined | 2026-07-09 | |
| 2026-03-31 | $59,259 | 219 | Shares | Defined | 2026-04-08 | |
| 2025-06-30 | $4,436,212 | 14,220 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $7,287,980 | 13,915 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $6,544,310 | 12,937 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $7,193,317 | 12,303 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $6,043,387 | 11,867 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $5,487,707 | 11,093 | Shares | Sole | 2024-04-23 | |
| 2023-09-30 | $1,218,123 | 2,416 | Shares | Sole | 2023-11-07 | |
| No filing history on record for this holder in this stock. | ||||||