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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
Q2 		$611K Sell
1,471
-45
-3% -$16.7K 0.34% 38
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Ames National Corp's UNH Position: Q2 2026 in Review

Ames National Corp reduced its UnitedHealth (UNH) stake by 3% in Q2 2026, selling an estimated $16.7K and leaving 1,471 shares worth $611K. The position accounts for 0.34% of the portfolio, ranked #38.

Ames National Corp first reported a position in UNH in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.14M in Q1 2025. 3,386 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Ames National Corp held 1,471 shares of UnitedHealth worth $611K as of Q2 2026.
  • Ames National Corp sold 45 UnitedHealth shares in Q2 2026, an estimated $16.7K.
  • UnitedHealth made up 0.34% of Ames National Corp's portfolio in Q2 2026, its #38 holding.
  • Ames National Corp first reported a position in UnitedHealth in Q4 2024 and has held it in 7 quarters since.
  • Ames National Corp's UnitedHealth position peaked at $1.14M in Q1 2025.
  • 3,386 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Ames National Corp's 13F filing for Q2 2026, filed 13 Aug 2026.