Canandaigua National Corp’s UnitedHealth UNH Stock Holding History

Canandaigua National Corp’s Portfolio UNH Stock Details UNH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$485K	Buy	+1,793	New	+$534K	0.04%	238
2022 Q4	$3.21M	Buy	6,059 +270	+5%	+$143K	0.55%	51
2022 Q3	$2.92M	Buy	5,789 +110	+2%	+$57.8K	0.52%	54
2022 Q2	$2.92M	Sell	5,679 -1,046	-16%	-$525K	0.52%	56
2022 Q1	$3.43M	Buy	6,725 +230	+4%	+$111K	0.52%	58
2021 Q4	$3.26M	Sell	6,495 -86	-1%	-$38.9K	0.48%	62
2021 Q3	$2.57M	Sell	6,581 -331	-5%	-$137K	0.42%	70
2021 Q2	$2.77M	Buy	6,912 +42	+0.6%	+$16.7K	0.45%	65
2021 Q1	$2.56M	Sell	6,870 -496	-7%	-$172K	0.43%	70
2020 Q4	$2.58M	Sell	7,366 -9	-0.1%	-$3.02K	0.45%	70
2020 Q3	$2.3M	Buy	7,375 +4,774	+184%	+$1.47M	0.41%	75
2020 Q2	$767K	Buy	+2,601	New	+$745K	0.14%	145

Other funds holding UNH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Canandaigua National Corp's UNH Position: Q1 2026 in Review

Canandaigua National Corp opened a new position in UnitedHealth (UNH) in Q1 2026: 1,793 shares worth $485K. The stake represents 0.04% of the portfolio and ranks #238 among its holdings. This is a return to the name: Canandaigua National Corp previously reported a position in UNH as recently as Q4 2022.

Canandaigua National Corp first reported a position in UNH in Q2 2020 and has held it in 12 quarters since. The position peaked at $3.43M in Q1 2022. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Canandaigua National Corp held 1,793 shares of UnitedHealth worth $485K as of Q1 2026.
UnitedHealth was a new Canandaigua National Corp position in Q1 2026.
UnitedHealth made up 0.04% of Canandaigua National Corp's portfolio in Q1 2026, its #238 holding.
Canandaigua National Corp first reported a position in UnitedHealth in Q2 2020 and has held it in 12 quarters since.
Canandaigua National Corp's UnitedHealth position peaked at $3.43M in Q1 2022.
3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Canandaigua National Corp's 13F filing for Q1 2026, filed 8 Apr 2026.