1ST Source Bank’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $538K | Buy |
1,987
+219
| +12% | +$65.2K | 0.03% | 203 |
|
|
2025
Q4 | $584K | Sell |
1,768
-160
| -8% | -$54.2K | 0.03% | 179 |
|
|
2025
Q3 | $666K | Buy |
1,928
+33
| +2% | +$9.98K | 0.04% | 171 |
|
|
2025
Q2 | $591K | Buy |
1,895
+260
| +16% | +$99.4K | 0.03% | 173 |
|
|
2025
Q1 | $856K | Sell |
1,635
-56
| -3% | -$28.6K | 0.05% | 143 |
|
|
2024
Q4 | $855K | Buy |
1,691
+4
| +0.2% | +$2.27K | 0.05% | 147 |
|
|
2024
Q3 | $986K | Buy |
1,687
+90
| +6% | +$50.9K | 0.06% | 132 |
|
|
2024
Q2 | $813K | Sell |
1,597
-84
| -5% | -$41.2K | 0.05% | 147 |
|
|
2024
Q1 | $832K | Buy |
1,681
+30
| +2% | +$15.3K | 0.05% | 146 |
|
|
2023
Q4 | $869K | Sell |
1,651
-26
| -2% | -$13.9K | 0.05% | 140 |
|
|
2023
Q3 | $846K | Buy |
1,677
+80
| +5% | +$39.4K | 0.06% | 132 |
|
|
2023
Q2 | $768K | Sell |
1,597
-50
| -3% | -$24.4K | 0.05% | 144 |
|
|
2023
Q1 | $778K | Sell |
1,647
-84
| -5% | -$40.5K | 0.05% | 147 |
|
|
2022
Q4 | $918K | Sell |
1,731
-11
| -0.6% | -$5.83K | 0.06% | 135 |
|
|
2022
Q3 | $880K | Buy |
1,742
+215
| +14% | +$113K | 0.06% | 132 |
|
|
2022
Q2 | $784K | Buy |
1,527
+39
| +3% | +$19.6K | 0.06% | 145 |
|
|
2022
Q1 | $758K | Buy |
1,488
+4
| +0.3% | +$1.93K | 0.05% | 154 |
|
|
2021
Q4 | $745K | Buy |
1,484
+19
| +1% | +$8.6K | 0.04% | 158 |
|
|
2021
Q3 | $573K | Sell |
1,465
-5
| -0.3% | -$2.07K | 0.04% | 167 |
|
|
2021
Q2 | $589K | Buy |
1,470
+97
| +7% | +$38.7K | 0.04% | 165 |
|
|
2021
Q1 | $511K | Sell |
1,373
-51
| -4% | -$17.7K | 0.03% | 169 |
|
|
2020
Q4 | $500K | Hold |
1,424
| – | – | 0.04% | 165 |
|
|
2020
Q3 | $444K | Buy |
1,424
+16
| +1% | +$4.92K | 0.04% | 163 |
|
|
2020
Q2 | $415K | Sell |
1,408
-397
| -22% | -$114K | 0.04% | 168 |
|
|
2020
Q1 | $450K | Buy |
1,805
+34
| +2% | +$9.36K | 0.05% | 151 |
|
|
2019
Q4 | $521K | Buy |
1,771
+138
| +8% | +$36.1K | 0.04% | 158 |
|
|
2019
Q3 | $355K | Buy |
1,633
+64
| +4% | +$15.4K | 0.03% | 177 |
|
|
2019
Q2 | $383K | Buy |
1,569
+45
| +3% | +$10.8K | 0.03% | 169 |
|
|
2019
Q1 | $377K | Hold |
1,524
| – | – | 0.03% | 165 |
|
|
2018
Q4 | $379K | Hold |
1,524
| – | – | 0.04% | 156 |
|
|
2018
Q3 | $406K | Buy |
1,524
+30
| +2% | +$7.8K | 0.03% | 166 |
|
|
2018
Q2 | $367K | Hold |
1,494
| – | – | 0.03% | 166 |
|
|
2018
Q1 | $320K | Hold |
1,494
| – | – | 0.03% | 179 |
|
|
2017
Q4 | $329K | Buy |
1,494
+35
| +2% | +$7.42K | 0.03% | 177 |
|
|
2017
Q3 | $285K | Hold |
1,459
| – | – | 0.02% | 185 |
|
|
2017
Q2 | $271K | Hold |
1,459
| – | – | 0.02% | 189 |
|
|
2017
Q1 | $240K | Hold |
1,459
| – | – | 0.02% | 211 |
|
|
2016
Q4 | $233K | Buy |
1,459
+9
| +0.6% | +$1.34K | 0.02% | 214 |
|
|
2016
Q3 | $203K | Hold |
1,450
| – | – | 0.02% | 221 |
|
|
2016
Q2 | $205K | Buy |
+1,450
| New | +$193K | 0.02% | 219 |
|
Other funds holding UNH
VCM
VPM
1ST Source Bank's UNH Position: Q1 2026 in Review
1ST Source Bank increased its UnitedHealth (UNH) stake by 12% in Q1 2026, buying an estimated $65.2K and bringing the position to 1,987 shares worth $538K. The position accounts for 0.03% of the portfolio, ranked #203.
1ST Source Bank first reported a position in UNH in Q2 2016 and has held it in 40 quarters since. The position peaked at $986K in Q3 2024. 3,019 funds tracked by Wall St. Rank hold UNH as of Q1 2026.
- 1ST Source Bank held 1,987 shares of UnitedHealth worth $538K as of Q1 2026.
- 1ST Source Bank bought 219 UnitedHealth shares in Q1 2026, an estimated $65.2K.
- UnitedHealth made up 0.03% of 1ST Source Bank's portfolio in Q1 2026, its #203 holding.
- 1ST Source Bank first reported a position in UnitedHealth in Q2 2016 and has held it in 40 quarters since.
- 1ST Source Bank's UnitedHealth position peaked at $986K in Q3 2024.
- 3,019 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.
Based on 1ST Source Bank's 13F filing for Q1 2026, filed 4 May 2026.