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Ames National Corp’s UnitedHealth UNH Stock Holding History

Ames 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 		$410K Sell
1,516
-33
-2% -$9.83K 0.25% 46
2025
Q4 		$511K Sell
1,549
-330
-18% -$112K 0.3% 47
2025
Q3 		$649K Sell
1,879
-295
-14% -$89.2K 0.39% 42
2025
Q2 		$678K Hold
2,174
– – 0.44% 39
2025
Q1 		$1.14M Hold
2,174
– – 0.76% 28
2024
Q4 		$1.1M Buy
+2,174
New +$1.24M 0.74% 28

Other funds holding UNH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Ames National Corp reduced its UnitedHealth (UNH) stake by 2.1% in Q1 2026, selling an estimated $9.83K and leaving 1,516 shares worth $410K. The position accounts for 0.25% of the portfolio, ranked #46.

Ames National Corp first reported a position in UNH in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.14M in Q1 2025. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Ames National Corp held 1,516 shares of UnitedHealth worth $410K as of Q1 2026.
  • Ames National Corp sold 33 UnitedHealth shares in Q1 2026, an estimated $9.83K.
  • UnitedHealth made up 0.25% of Ames National Corp's portfolio in Q1 2026, its #46 holding.
  • Ames National Corp first reported a position in UnitedHealth in Q4 2024 and has held it in 6 quarters since.
  • Ames National Corp's UnitedHealth position peaked at $1.14M in Q1 2025.
  • 3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Ames National Corp's 13F filing for Q1 2026, filed 12 May 2026.