Bank OZK’s UnitedHealth UNH Stock Holding History

Bank OZK’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	–	Sell	-682	Closed	-$225K	–	155
2025 Q4	$225K	Hold	682	–	–	0.08%	145
2025 Q3	$235K	Sell	682 -28	-4%	-$8.47K	0.08%	141
2025 Q2	$221K	Sell	710 -56	-7%	-$21.4K	0.08%	140
2025 Q1	$401K	Buy	766 +34	+5%	+$17.4K	0.17%	103
2024 Q4	$370K	Sell	732 -121	-14%	-$68.8K	0.15%	105
2024 Q3	$499K	Buy	853 +18	+2%	+$10.2K	0.21%	97
2024 Q2	$425K	Buy	835 +94	+13%	+$46.1K	0.18%	101
2024 Q1	$367K	Sell	741 -4	-0.5%	-$2.03K	0.16%	112
2023 Q4	$392K	Sell	745 -35	-4%	-$18.7K	0.19%	109
2023 Q3	$393K	Sell	780 -228	-23%	-$112K	0.22%	102
2023 Q2	$484K	Sell	1,008 -93	-8%	-$45.5K	0.23%	100
2023 Q1	$520K	Sell	1,101 -61	-5%	-$29.4K	0.26%	83
2022 Q4	$616K	Sell	1,162 -125	-10%	-$66.2K	0.31%	78
2022 Q3	$650K	Buy	1,287 +75	+6%	+$39.4K	0.35%	74
2022 Q2	$623K	Buy	1,212 +2	+0.2%	+$1K	0.32%	74
2022 Q1	$617K	Sell	1,210 -25	-2%	-$12.1K	0.26%	81
2021 Q4	$620K	Hold	1,235	–	–	0.25%	83
2021 Q3	$483K	Sell	1,235 -50	-4%	-$20.7K	0.22%	89
2021 Q2	$515K	Sell	1,285 -35	-3%	-$14K	0.23%	87
2021 Q1	$491K	Hold	1,320	–	–	0.23%	91
2020 Q4	$463K	Sell	1,320 -100	-7%	-$33.5K	0.23%	87
2020 Q3	$443K	Hold	1,420	–	–	0.24%	85
2020 Q2	$419K	Hold	1,420	–	–	0.24%	85
2020 Q1	$354K	Hold	1,420	–	–	0.19%	90
2019 Q4	$418K	Buy	1,420 +25	+2%	+$6.54K	0.17%	97
2019 Q3	$304K	Hold	1,395	–	–	0.13%	108
2019 Q2	$340K	Hold	1,395	–	–	0.15%	104
2019 Q1	$345K	Hold	1,395	–	–	0.15%	105
2018 Q4	$347K	Hold	1,395	–	–	0.18%	102
2018 Q3	$372K	Sell	1,395 -173	-11%	-$45K	0.15%	106
2018 Q2	$385K	Sell	1,568 -177	-10%	-$42.5K	0.15%	100
2018 Q1	$373K	Sell	1,745 -1,182	-40%	-$270K	0.15%	97
2017 Q4	$646K	Sell	2,927 -440	-13%	-$93.2K	0.24%	80
2017 Q3	$659K	Sell	3,367 -300	-8%	-$58K	0.27%	76
2017 Q2	$680K	Sell	3,667 -500	-12%	-$87.7K	0.24%	78
2017 Q1	$683K	Buy	4,167 +25	+0.6%	+$4.09K	0.22%	74
2016 Q4	$663K	Sell	4,142 -100	-2%	-$14.9K	0.22%	70
2016 Q3	$594K	Sell	4,242 -100	-2%	-$14K	0.21%	70
2016 Q2	$613K	Hold	4,342	–	–	0.22%	67
2016 Q1	$560K	Hold	4,342	–	–	0.2%	74
2015 Q4	$511K	Buy	4,342 +70	+2%	+$8.18K	0.18%	76
2015 Q3	$495K	Buy	4,272 +1,132	+36%	+$135K	0.19%	71
2015 Q2	$384K	Hold	3,140	–	–	0.13%	91
2015 Q1	$372K	Sell	3,140 -120	-4%	-$13.3K	0.13%	88
2014 Q4	$329K	Hold	3,260	–	–	0.11%	97
2014 Q3	$282K	Buy	3,260 +200	+7%	+$16.9K	0.1%	106
2014 Q2	$250K	Buy	3,060 +600	+24%	+$47.2K	0.09%	112
2014 Q1	$201K	Buy	+2,460	New	+$185K	0.07%	114

Other funds holding UNH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Bank OZK's UNH Position: Q1 2026 in Review

Bank OZK sold out of UnitedHealth (UNH) in Q1 2026, closing a stake of 682 shares — an estimated $225K sold.

Bank OZK first reported a position in UNH in Q1 2014 and held it in 48 quarters. The position peaked at $683K in Q1 2017. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Bank OZK reported no remaining UnitedHealth position as of Q1 2026 after selling out during the quarter.
Bank OZK sold 682 UnitedHealth shares in Q1 2026, an estimated $225K.
Bank OZK first reported a position in UnitedHealth in Q1 2014 and held it in 48 quarters.
Bank OZK's UnitedHealth position peaked at $683K in Q1 2017.
3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Bank OZK's 13F filing for Q1 2026, filed 13 May 2026.