Position in UNH
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$153,783
+$53,665 QoQ
Shares Held
370
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#3,084
of 3,349 holders
Holding Since
Sep 2024
8 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, 2026Kennebec Savings Bank holds $195,841 across 3 Healthcare Plans names. UNH ranks #1 (78.5% of the industry book) .
All Filings in UNH
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $153,783 | 370 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $100,118 | 370 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $122,140 | 370 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $150,896 | 437 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $136,954 | 439 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $251,400 | 480 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $1,146,278 | 2,266 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $1,278,110 | 2,186 | Shares | Sole | 2024-11-04 | |
| No filing history on record for this holder in this stock. | ||||||