Community Financial Services Group’s UnitedHealth UNH Stock Holding History

Community Financial Services Group’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 Q2	$93.4K	Hold	219	–	–	0.01%	176
2026 Q1	$60K	Buy	+219	New	+$65.2K	0.01%	179
2025 Q3	–	Sell	-14,220	Closed	-$4.44M	–	102
2025 Q2	$4.44M	Buy	14,220 +305	+2%	+$117K	0.88%	41
2025 Q1	$7.29M	Buy	13,915 +978	+8%	+$500K	1.58%	21
2024 Q4	$6.54M	Buy	12,937 +634	+5%	+$360K	1.3%	24
2024 Q3	$7.19M	Buy	12,303 +436	+4%	+$247K	1.47%	19
2024 Q2	$6.04M	Buy	11,867 +774	+7%	+$379K	1.3%	24
2024 Q1	$5.49M	Buy	+11,093	New	+$5.64M	1.25%	19
2023 Q3	$1.22M	Buy	+2,416	New	+$1.19M	0.31%	51

Other funds holding UNH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Community Financial Services Group's UNH Position: Q2 2026 in Review

Community Financial Services Group held its UnitedHealth (UNH) position steady in Q2 2026 at 219 shares worth $93.4K. The position accounts for 0.01% of the portfolio, ranked #176.

Community Financial Services Group first reported a position in UNH in Q3 2023 and has held it in 9 quarters since. The position peaked at $7.29M in Q1 2025. 3,378 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Community Financial Services Group held 219 shares of UnitedHealth worth $93.4K as of Q2 2026.
Community Financial Services Group left its UnitedHealth share count unchanged in Q2 2026.
UnitedHealth made up 0.01% of Community Financial Services Group's portfolio in Q2 2026, its #176 holding.
Community Financial Services Group first reported a position in UnitedHealth in Q3 2023 and has held it in 9 quarters since.
Community Financial Services Group's UnitedHealth position peaked at $7.29M in Q1 2025.
3,378 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Community Financial Services Group's 13F filing for Q2 2026, filed 9 Jul 2026.