KEYNOTE FINANCIAL SERVICES LLC

Position in UNH — Unitedhealth Group Inc

CIK 2026127 VERNON, CT

Position in UNH

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$261,846

New position

Shares Held

630

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

#2,826

of 3,349 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

KEYNOTE FINANCIAL SERVICES LLC holds $3,349,684 across 3 Healthcare Plans names. UNH ranks #3 (7.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CVS	CVS HEALTH Corp	27,243	$2,818,288
2	ELV	Elevance Health, Inc.	697	$269,550
3	UNH	Unitedhealth Group Inc This page	630	$261,846

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$261,846	630	—	Shares	Sole	2026-08-03
No filing history on record for this holder in this stock.