UnitedHealth Group Incorporated
MX ˙ BMV ˙ US91324P1021
SecurityMX:UNH / UnitedHealth Group Incorporated
InstitutionCommunity Bank, N.A.
Latest Disclosed Ownership7,246 shares
Latest Disclosed Value $ 1,960,591
Community Bank, N.A. reports 1.54% increase in ownership of UNH / UnitedHealth Group Incorporated

On May 12, 2026 - Community Bank, N.A. filed a 13F-HR form disclosing ownership of 7,246 shares of UnitedHealth Group Incorporated (MX:UNH) valued at $1,960,591 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 4, 2026 disclosing 7,136 shares of UnitedHealth Group Incorporated. This represents a change in shares of 1.54% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-12 2026-03-31 13F UNITEDHEALTH GROUP COMMON STOCK 91324P102 7,246 110 1.54 1,961 -16.77 0.1279
2026-02-04 2025-12-31 13F UNITEDHEALTH GROUP COMMON STOCK 91324P102 7,136 1,403 24.47 2,356 19.00 0.2784
2025-11-14 2025-09-30 13F UNITEDHEALTH GROUP COMMON STOCK 91324P102 5,733 -625 -9.83 1,980 -0.20 0.2394
2025-07-25 2025-06-30 13F UNITEDHEALTH GROUP COMMON STOCK 91324P102 6,358 -600 -8.62 1,983 -45.58 0.2608
2025-04-21 2025-03-31 13F UNITEDHEALTH GROUP COMMON STOCK 91324P102 6,958 -110 -1.56 3,644 1.93 0.4885
2025-02-11 2024-12-31 13F UNITEDHEALTH GROUP COMMON STOCK 91324P102 7,068 -700 -9.01 3,575 -21.27 0.4585
2024-11-14 2024-09-30 13F UNITEDHEALTH GROUP COMMON STOCK 91324P102 7,768 -659 -7.82 4,542 5.83 0.5729
2024-08-14 2024-06-30 13F UNITEDHEALTH GROUP COMMON STOCK 91324P102 8,427 -61 -0.72 4,291 2.22 0.5648
2024-05-15 2024-03-31 13F UNITEDHEALTH GROUP COMMON STOCK 91324P102 8,488 -140 -1.62 4,199 -7.57 0.5511
2024-02-02 2023-12-31 13F UNITEDHEALTH GROUP COMMON STOCK 91324P102 8,628 -167 -1.90 4,542 2.44 0.5928
2023-11-14 2023-09-30 13F/A-1 UNITEDHEALTH GROUP COMMON STOCK 91324P102 8,795 345 4.08 4,434 9.18 0.6213
2023-10-26 2023-09-30 13F UNITEDHEALTH GROUP COM 91324P102 2,355 -6,095 1,187 0.1597
2023-08-01 2023-06-30 13F UNITEDHEALTH GROUP COMMON STOCK 91324P102 8,450 30 0.36 4,061 2.06 0.5363
2023-04-20 2023-03-31 13F UNITEDHEALTH GROUP COMMON STOCK 91324P102 8,420 -75 -0.88 3,979 -11.64 0.5378
2023-01-31 2022-12-31 13F UNITEDHEALTH GROUP COMMON STOCK 91324P102 8,495 83 0.99 4,504 6.00 0.6272
2022-10-28 2022-09-30 13F UNITEDHEALTH GROUP COMMON STOCK 91324P102 8,412 230 2.81 4,248 1.07 0.6483
2022-07-26 2022-06-30 13F UNITEDHEALTH GROUP COMMON STOCK 91324P102 8,182 57 0.70 4,203 1.45 0.6017
2022-05-05 2022-03-31 13F UNITEDHEALTH GROUP COMMON STOCK 91324P102 8,125 -45 -0.55 4,143 1.00 0.5113
2022-01-27 2021-12-31 13F UNITEDHEALTH GROUP COMMON STOCK 91324P102 8,170 -185 -2.21 4,102 25.67 0.4729
2021-10-28 2021-09-30 13F UNITEDHEALTH GROUP COMMON STOCK 91324P102 8,355 384 4.82 3,264 2.26 0.3978
2021-08-03 2021-06-30 13F UNITEDHEALTH GROUP COMMON STOCK 91324P102 7,971 -33 -0.41 3,192 7.19 0.3770
2021-05-04 2021-03-31 13F UNITEDHEALTH GROUP COMMON STOCK 91324P102 8,004 220 2.83 2,978 9.08 0.3720
2021-01-28 2020-12-31 13F UNITEDHEALTH GROUP COMMON STOCK 91324P102 7,784 258 3.43 2,730 16.32 0.3711
2020-11-03 2020-09-30 13F UNITEDHEALTH GROUP COMMON STOCK 91324P102 7,526 -101 -1.32 2,347 4.31 0.3547
2020-07-30 2020-06-30 13F UNITEDHEALTH GROUP COMMON STOCK 91324P102 7,627 -44 -0.57 2,250 17.62 0.3779
2020-04-30 2020-03-31 13F UNITEDHEALTH GROUP COMMON STOCK 91324P102 7,671 -101 -1.30 1,913 -16.24 0.4131
2020-02-05 2019-12-31 13F UNITEDHEALTH GROUP COMMON STOCK 91324P102 7,772 0 0.00 2,284 35.23 0.4019
2019-10-24 2019-09-30 13F UNITEDHEALTH GROUP COMMON STOCK 91324P102 7,772 380 5.14 1,689 -6.37 0.3207
2019-07-26 2019-06-30 13F UNITEDHEALTH GROUP COMMON STOCK 91324P102 7,392 -80 -1.07 1,804 -2.33 0.3470
2019-05-02 2019-03-31 13F UNITEDHEALTH GROUP COMMON STOCK 91324P102 7,472 -55 -0.73 1,847 -1.55 0.3731
2019-01-30 2018-12-31 13F UNITEDHEALTH GROUP COMMON STOCK 91324P102 7,527 347 4.83 1,876 -1.78 0.4170
2018-11-05 2018-09-30 13F UNITEDHEALTH GROUP COMMON STOCK 91324P102 7,180 -335 -4.46 1,910 3.64 0.3751
2018-07-12 2018-06-30 13F UNITEDHEALTH GROUP COMMON STOCK 91324P102 7,515 -305 -3.90 1,843 10.10 0.3442
2018-05-03 2018-03-31 13F UNITEDHEALTH GROUP COMMON STOCK 91324P102 7,820 -301 -3.71 1,674 -6.53 0.3140
2018-02-06 2017-12-31 13F UNITEDHEALTH GROUP COMMON STOCK 91324P102 8,121 561 7.42 1,791 20.93 0.1916
2017-10-30 2017-09-30 13F UNITEDHEALTH GROUP COMMON STOCK 91324P102 7,560 -900 -10.64 1,481 -5.61 0.1633
2017-08-03 2017-06-30 13F UNITEDHEALTH GROUP COMMON STOCK 91324P102 8,460 -165 -1.91 1,569 10.96 0.1695
2017-05-02 2017-03-31 13F UNITEDHEALTH GROUP COMMON STOCK 91324P102 8,625 -275 -3.09 1,414 -0.70 0.2974
2017-01-30 2016-12-31 13F UNITEDHEALTH GROUP COMMON STOCK 91324P102 8,900 0 0.00 1,424 14.19 0.3122
2016-10-13 2016-09-30 13F UNITEDHEALTH GROUP COMMON STOCK 91324P102 8,900 -235 -2.57 1,247 -3.33 0.2845
2016-07-14 2016-06-30 13F UNITEDHEALTH GROUP COMMON STOCK 91324P102 9,135 -150 -1.62 1,290 7.86 0.3043
2016-04-20 2016-03-31 13F UNITEDHEALTH GROUP COMMON STOCK 91324P102 9,285 -995 -9.68 1,196 -1.08 0.2887
2016-02-03 2015-12-31 13F UNITEDHEALTH GROUP COMMON STOCK 91324P102 10,280 165 1.63 1,209 3.07 0.2924
2015-10-21 2015-09-30 13F UNITEDHEALTH GROUP COMMON STOCK 91324P102 10,115 200 2.02 1,173 -2.98 0.3033
2015-07-27 2015-06-30 13F UNITEDHEALTH GROUP COMMON STOCK 91324P102 9,915 -200 -1.98 1,209 1.00 0.2865
2015-04-27 2015-03-31 13F UNITEDHEALTH GROUP COMMON STOCK 91324P102 10,115 -300 -2.88 1,197 13.68 0.2788
2015-02-06 2014-12-31 13F UNITEDHEALTH GROUP COMMON STOCK 91324P102 10,415 10,415 1,053 0.2387
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.