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Bank & Trust Company’s UnitedHealth UNH Stock Holding History

Bank & Trust Company’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 		$19.5K Hold
47
– – 0.01% 211
2026
Q1 		$12.7K Hold
47
– – 0.01% 230
2025
Q4 		$15.5K Buy
+47
New +$15.9K 0.01% 213
2025
Q1 		– Sell
-96
Closed -$48.6K – 290
2024
Q4 		$48.6K Hold
96
– – 0.04% 150
2024
Q3 		$56.1K Sell
96
-18
-16% -$10.2K 0.05% 146
2024
Q2 		$58.1K Buy
+114
New +$55.9K 0.05% 140

Other funds holding UNH

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Bank & Trust Company's UNH Position: Q2 2026 in Review

Bank & Trust Company held its UnitedHealth (UNH) position steady in Q2 2026 at 47 shares worth $19.5K. The position accounts for 0.01% of the portfolio, ranked #211.

Bank & Trust Company first reported a position in UNH in Q2 2024 and has held it in 6 quarters since. The position peaked at $58.1K in Q2 2024. 1,529 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Bank & Trust Company held 47 shares of UnitedHealth worth $19.5K as of Q2 2026.
  • Bank & Trust Company left its UnitedHealth share count unchanged in Q2 2026.
  • UnitedHealth made up 0.01% of Bank & Trust Company's portfolio in Q2 2026, its #211 holding.
  • Bank & Trust Company first reported a position in UnitedHealth in Q2 2024 and has held it in 6 quarters since.
  • Bank & Trust Company's UnitedHealth position peaked at $58.1K in Q2 2024.
  • 1,529 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Bank & Trust Company's 13F filing for Q2 2026, filed 10 Jul 2026.