BankPlus Trust Department’s UnitedHealth UNH Stock Holding History

BankPlus Trust Department’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	$80.6K	Hold	194	–	–	0.02%	242
2026 Q1	$52.5K	Sell	194 -238	-55%	-$70.9K	0.01%	254
2025 Q4	$143K	Sell	432 -316	-42%	-$107K	0.04%	197
2025 Q3	$258K	Sell	748 -1,945	-72%	-$588K	0.07%	153
2025 Q2	$840K	Sell	2,693 -287	-10%	-$110K	0.25%	83
2025 Q1	$1.56M	Buy	2,980 +96	+3%	+$49.1K	0.52%	46
2024 Q4	$1.46M	Buy	+2,884	New	+$1.64M	0.48%	51

Other funds holding UNH

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

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

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

BankPlus Trust Department's UNH Position: Q2 2026 in Review

BankPlus Trust Department held its UnitedHealth (UNH) position steady in Q2 2026 at 194 shares worth $80.6K. The position accounts for 0.02% of the portfolio, ranked #242.

BankPlus Trust Department first reported a position in UNH in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.56M in Q1 2025. 1,670 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

BankPlus Trust Department held 194 shares of UnitedHealth worth $80.6K as of Q2 2026.
BankPlus Trust Department left its UnitedHealth share count unchanged in Q2 2026.
UnitedHealth made up 0.02% of BankPlus Trust Department's portfolio in Q2 2026, its #242 holding.
BankPlus Trust Department first reported a position in UnitedHealth in Q4 2024 and has held it in 7 quarters since.
BankPlus Trust Department's UnitedHealth position peaked at $1.56M in Q1 2025.
1,670 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on BankPlus Trust Department's 13F filing for Q2 2026, filed 28 Jul 2026.