Position in UNH
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$268,081
+$103,833 QoQ
Shares Held
645
+6.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#2,804
of 3,349 holders
Holding Since
Jun 2023
12 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, 2026UNION SAVINGS BANK holds $507,360 across 2 Healthcare Plans names. UNH ranks #1 (52.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
This page
|
645 | $268,081 | |
| 2 | CVS |
CVS HEALTH Corp
|
2,313 | $239,279 |
All Filings in UNH
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $268,081 | 645 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $164,248 | 607 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $148,219 | 449 | Shares | Sole | 2026-03-06 | |
| 2025-06-30 | $145,689 | 467 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $338,866 | 647 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $327,291 | 647 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $378,287 | 647 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $318,796 | 626 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $290,883 | 588 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $309,564 | 588 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $267,724 | 531 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $216,768 | 451 | Shares | Sole | 2023-08-14 | |
| No filing history on record for this holder in this stock. | ||||||