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Arvest Bank Trust Division’s UnitedHealth UNH Stock Holding History

Arvest Bank Trust Division’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 		$400K Sell
1,477
-177
-11% -$52.7K 0.02% 165
2025
Q4 		$546K Sell
1,654
-69
-4% -$23.4K 0.03% 151
2025
Q3 		$595K Buy
1,723
+50
+3% +$15.1K 0.03% 150
2025
Q2 		$522K Buy
1,673
+26
+2% +$9.94K 0.03% 140
2025
Q1 		$863K Buy
1,647
+154
+10% +$78.7K 0.05% 113
2024
Q4 		$755K Sell
1,493
-480
-24% -$273K 0.05% 114
2024
Q3 		$1.15M Buy
+1,973
New +$1.12M 0.07% 106
2021
Q3 		$885K Buy
2,266
+98
+5% +$40.6K 0.05% 99
2021
Q2 		$868K Buy
2,168
+627
+41% +$250K 0.05% 90
2021
Q1 		$573K Buy
1,541
+295
+24% +$102K 0.03% 105
2020
Q4 		$437K Sell
1,246
-5
-0.4% -$1.68K 0.03% 106
2020
Q3 		$390K Hold
1,251
– – 0.03% 95
2020
Q2 		$369K Sell
1,251
-44
-3% -$12.6K 0.03% 91
2020
Q1 		$323K Sell
1,295
-523
-29% -$144K 0.03% 91
2019
Q4 		$534K Hold
1,818
– – 0.03% 90
2019
Q3 		$395K Buy
1,818
+58
+3% +$14K 0.03% 103
2019
Q2 		$429K Buy
1,760
+20
+1% +$4.81K 0.03% 90
2019
Q1 		$430K Buy
1,740
+60
+4% +$15.3K 0.03% 93
2018
Q4 		$419K Buy
1,680
+583
+53% +$154K 0.03% 87
2018
Q3 		$292K Hold
1,097
– – 0.02% 106
2018
Q2 		$270K Hold
1,097
– – 0.02% 104
2018
Q1 		$235K Buy
+1,097
New +$251K 0.02% 112

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

Arvest Bank Trust Division's UNH Position: Q1 2026 in Review

Arvest Bank Trust Division reduced its UnitedHealth (UNH) stake by 11% in Q1 2026, selling an estimated $52.7K and leaving 1,477 shares worth $400K. The position accounts for 0.02% of the portfolio, ranked #165.

Arvest Bank Trust Division first reported a position in UNH in Q1 2018 and has held it in 22 quarters since. The position peaked at $1.15M in Q3 2024. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Arvest Bank Trust Division held 1,477 shares of UnitedHealth worth $400K as of Q1 2026.
  • Arvest Bank Trust Division sold 177 UnitedHealth shares in Q1 2026, an estimated $52.7K.
  • UnitedHealth made up 0.02% of Arvest Bank Trust Division's portfolio in Q1 2026, its #165 holding.
  • Arvest Bank Trust Division first reported a position in UnitedHealth in Q1 2018 and has held it in 22 quarters since.
  • Arvest Bank Trust Division's UnitedHealth position peaked at $1.15M in Q3 2024.
  • 3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Arvest Bank Trust Division's 13F filing for Q1 2026, filed 13 May 2026.