Commonwealth Retirement Investments LLC
PensionPosition in UNH — Unitedhealth Group Inc
CIK 1963787
RICHMOND, VA
Position in UNH
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$6,637,611
+$3,798,581 QoQ
Shares Held
15,970
+52.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
2.25%
of 13F equity value
Holder Rank
#874
of 3,349 holders
Holding Since
Jun 2023
13 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, 2026Commonwealth Retirement Investments LLC holds $6,941,138 across 4 Healthcare Plans names. UNH ranks #1 (95.6% of the industry book) .
All Filings in UNH
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,637,611 | 15,970 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $2,839,030 | 10,492 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $2,931,046 | 8,879 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $3,067,645 | 8,884 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $3,204,555 | 10,272 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $5,686,353 | 10,857 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $5,292,813 | 10,463 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $6,019,280 | 10,295 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $5,143,526 | 10,100 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $3,104,737 | 6,276 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $3,118,281 | 5,923 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $2,987,325 | 5,925 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $2,717,538 | 5,654 | Shares | Sole | 2023-07-24 | |
| No filing history on record for this holder in this stock. | ||||||