Mascoma Wealth Management LLC

Position in UNH — Unitedhealth Group Inc

CIK 1695664 HANOVER, NH

Position in UNH

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$165,420

+$60,432 QoQ

Shares Held

398

+2.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.42%

of 13F equity value

Holder Rank

#3,081

of 3,349 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 28% Shared 0% None 72%

Healthcare · as of Jun 30, 2026

Mascoma Wealth Management LLC holds $397,602 across 5 Healthcare Plans names. UNH ranks #1 (41.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc This page	398	$165,420
2	HUM	Humana Inc	207	$82,224
3	CI	Cigna Group	253	$69,747
4	CVS	CVS HEALTH Corp	495	$51,207
5	ELV	Elevance Health, Inc.	75	$29,004

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$165,420	398	+2.6%	Shares	Sole	2026-07-24
2026-03-31	$104,988	388	-29.5%	Shares	Sole	2026-04-30
2025-12-31	$181,560	550	+0.5%	Shares	Sole	2026-02-04
2025-09-30	$188,879	547	0.0%	Shares	Sole	2025-10-28
2025-06-30	$170,647	547	-14.4%	Shares	Sole	2025-07-22
2025-03-31	$334,676	639	0.0%	Shares	Sole	2025-04-24
2024-12-31	$323,244	639	-2.3%	Shares	Sole	2025-02-10
2024-09-30	$382,380	654	-7.4%	Shares	Sole	2024-11-05
2024-06-30	$359,537	706	-15.4%	Shares	Sole	2024-08-02
2024-03-31	$413,074	835	0.0%	Shares	Sole	2024-05-02
2023-12-31	$439,602	835	-2.7%	Shares	Sole	2024-01-24
2023-09-30	$432,595	858	+12.0%	Shares	Sole	2023-10-13
2023-06-30	$368,170	766	-11.4%	Shares	Sole	2023-08-09
2023-03-31	$408,790	865	-2.7%	Shares	Sole	2023-05-01
2022-12-31	$471,330	889	-15.5%	Shares	Sole	2023-01-24
2022-09-30	$531,302	1,052	+0.1%	Shares	Sole	2022-10-18
2022-06-30	$539,825	1,051	-3.3%	Shares	Sole	2022-07-14
2022-03-31	$554,337	1,087	+11.5%	Shares	Sole	2022-04-25
2021-12-31	$489,586	975	+12.6%	Shares	Sole	2022-01-21
2021-09-30	$338,380	866	-1.0%	Shares	Sole	2021-10-06
2021-06-30	$350,385	875	0.0%	Shares	Sole	2021-07-06
2021-03-31	$325,561	875	+8.8%	Shares	Sole	2021-04-26
2020-12-31	$281,946	804	—	Shares	Sole	2021-01-26
No filing history on record for this holder in this stock.