CANANDAIGUA NATIONAL CORP

Position in UNH — Unitedhealth Group Inc

CIK 759458 CANANDAIGUA, NY

Position in UNH

as of Mar 31, 2026 · filed Apr 8, 2026 Compact

Position Value

$485,167

-$2,727,193 QoQ

Shares Held

1,793

-70.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2020

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Mar 31, 2026

CANANDAIGUA NATIONAL CORP holds $6,095,694 across 4 Healthcare Plans names. UNH ranks #4 (8.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CI	Cigna Group	9,621	$2,566,401
2	CVS	CVS HEALTH Corp	35,615	$2,557,869
3	ELV	Elevance Health, Inc.	1,661	$486,257
4	UNH	Unitedhealth Group Inc This page	1,793	$485,167

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$485,167	1,793	-70.4%	Shares	Sole	2026-04-08
2022-12-31	$3,212,360	6,059	+4.7%	Shares	Sole	2023-01-25
2022-09-30	$2,923,676	5,789	+1.9%	Shares	Sole	2022-10-05
2022-06-30	$2,916,904	5,679	-15.6%	Shares	Sole	2022-07-05
2022-03-31	$3,429,548	6,725	+3.5%	Shares	Sole	2022-05-09
2021-12-31	$3,261,399	6,495	-1.3%	Shares	Sole	2022-01-04
2021-09-30	$2,571,459	6,581	-4.8%	Shares	Sole	2021-10-04
2021-06-30	$2,767,841	6,912	+0.6%	Shares	Sole	2021-07-06
2021-03-31	$2,556,120	6,870	-6.7%	Shares	Sole	2021-04-05
2020-12-31	$2,583,108	7,366	-0.1%	Shares	Sole	2021-02-11
2020-09-30	$2,299,303	7,375	+183.5%	Shares	Sole	2020-10-19
2020-06-30	$767,164	2,601	—	Shares	Sole	2020-07-07
No filing history on record for this holder in this stock.