Grove Bank & Trust

Bank

Position in UNH — Unitedhealth Group Inc

CIK 1662212 Miami, FL

Position in UNH

as of Jun 30, 2026 · filed Jul 7, 2026 Compact

Position Value

$1,650,466

+$671,742 QoQ

Shares Held

3,971

+9.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.40%

of 13F equity value

Holder Rank

#1,513

of 3,349 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 80% Shared 0% None 20%

Healthcare · as of Jun 30, 2026

Grove Bank & Trust holds $4,085,061 across 6 Healthcare Plans names. UNH ranks #1 (40.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc This page	3,971	$1,650,466
2	ELV	Elevance Health, Inc.	3,068	$1,186,487
3	CNC	Centene Corp	11,074	$710,839
4	CI	Cigna Group	1,217	$335,502
5	CVS	CVS HEALTH Corp	1,720	$177,934
6	HUM	Humana Inc	60	$23,833

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,650,466	3,971	+9.8%	Shares	Sole	2026-07-07
2026-03-31	$978,724	3,617	-2.8%	Shares	Sole	2026-04-08
2025-12-31	$1,228,999	3,723	+13.3%	Shares	Sole	2026-01-08
2025-09-30	$1,134,310	3,285	-4.4%	Shares	Sole	2025-10-06
2025-06-30	$1,072,240	3,437	-44.7%	Shares	Sole	2025-07-11
2025-03-31	$3,253,535	6,212	+2.0%	Shares	Sole	2025-04-17
2024-12-31	$3,080,687	6,090	-14.6%	Shares	Sole	2025-01-16
2024-09-30	$4,168,183	7,129	+2.8%	Shares	Sole	2024-10-11
2024-06-30	$3,531,208	6,934	+2.3%	Shares	Sole	2024-07-24
2024-03-31	$3,354,560	6,781	+2.4%	Shares	Sole	2024-04-30
2023-12-31	$3,486,810	6,623	+1.0%	Shares	Sole	2024-01-30
2023-09-30	$3,306,982	6,559	+11.5%	Shares	Sole	2023-10-30
2023-06-30	$2,827,124	5,882	+3.2%	Shares	Sole	2023-07-27
2023-03-31	$2,693,763	5,700	+2.9%	Shares	Sole	2023-05-10
2022-12-31	$2,938,257	5,542	-30.1%	Shares	Sole	2023-02-03
2022-09-30	$4,006,987	7,934	+1.0%	Shares	Sole	2022-10-28
2022-06-30	$4,033,536	7,853	-6.4%	Shares	Sole	2022-07-29
2022-03-31	$4,280,178	8,393	+4.5%	Shares	Sole	2022-04-22
2021-12-31	$4,034,192	8,034	+2.1%	Shares	Sole	2022-01-31
2021-09-30	$3,073,170	7,865	+2.0%	Shares	Sole	2021-10-28
2021-06-30	$3,086,991	7,709	-1.1%	Shares	Sole	2021-07-28
2021-03-31	$2,898,797	7,791	-0.4%	Shares	Sole	2021-04-23
2020-12-31	$2,742,668	7,821	+9.8%	Shares	Sole	2021-02-03
2020-09-30	$2,220,114	7,121	+22.9%	Shares	Sole	2020-10-30
2020-06-30	$1,708,350	5,792	-0.3%	Shares	Sole	2020-07-31
2020-03-31	$1,448,648	5,809	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.