NBT BANK N A /NY

Bank

Position in UNH — Unitedhealth Group Inc

CIK 898413 Norwich, NY

Position in UNH

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$5,383,239

+$1,809,017 QoQ

Shares Held

12,952

-1.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.51%

of 13F equity value

Holder Rank

#944

of 3,340 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 96% Shared 0% None 3%

Healthcare · as of Jun 30, 2026

NBT BANK N A /NY holds $9,683,040 across 6 Healthcare Plans names. UNH ranks #1 (55.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc This page	12,952	$5,383,239
2	CVS	CVS HEALTH Corp	39,187	$4,053,894
3	CI	Cigna Group	862	$237,636
4	CNC	Centene Corp	73	$4,685
5	HUM	Humana Inc	5	$1,986
6	MOH	Molina Healthcare, Inc.	7	$1,600

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,383,239	12,952	-1.9%	Shares	Sole	2026-07-29
2026-03-31	$3,574,222	13,209	-3.8%	Shares	Defined	2026-04-28
2025-12-31	$4,533,730	13,734	-3.1%	Shares	Defined	2026-01-23
2025-09-30	$4,893,245	14,171	-3.3%	Shares	Defined	2025-10-28
2025-06-30	$4,573,478	14,660	-15.3%	Shares	Sole	2025-07-23
2025-03-31	$9,063,493	17,305	-11.6%	Shares	Sole	2025-04-17
2024-12-31	$9,907,266	19,585	-3.8%	Shares	Sole	2025-02-07
2024-09-30	$11,905,253	20,362	-3.2%	Shares	Sole	2024-11-14
2024-06-30	$10,709,227	21,029	+1.7%	Shares	Sole	2024-07-30
2024-03-31	$10,232,868	20,685	-1.3%	Shares	Sole	2024-04-24
2023-12-31	$11,033,756	20,958	+0.2%	Shares	Sole	2024-02-09
2023-09-30	$10,543,116	20,911	+95.5%	Shares	Sole	2023-10-26
2023-06-30	$5,139,963	10,694	-1.0%	Shares	Sole	2023-07-24
2023-03-31	$5,105,862	10,804	-5.6%	Shares	Sole	2023-05-02
2022-12-31	$6,065,788	11,441	+1.1%	Shares	Sole	2023-02-10
2022-09-30	$5,718,062	11,322	-9.1%	Shares	Sole	2022-11-15
2022-06-30	$6,397,260	12,455	-0.1%	Shares	Sole	2022-07-26
2022-03-31	$6,358,305	12,468	-2.4%	Shares	Sole	2022-04-29
2021-12-31	$6,414,837	12,775	-1.3%	Shares	Sole	2022-01-27
2021-09-30	$5,058,128	12,945	-1.0%	Shares	Sole	2021-10-18
2021-06-30	$5,234,550	13,072	-1.1%	Shares	Sole	2021-07-28
2021-03-31	$4,918,020	13,218	-5.4%	Shares	Sole	2021-04-08
2020-12-31	$4,900,051	13,973	+1.3%	Shares	Sole	2021-01-15
2020-09-30	$4,300,866	13,795	-0.9%	Shares	Sole	2020-10-29
2020-06-30	$4,104,818	13,917	-4.6%	Shares	Sole	2020-07-22
2020-03-31	$3,637,705	14,587	—	Shares	Sole	2020-04-23
No filing history on record for this holder in this stock.