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Bremer Bank National Association’s UnitedHealth UNH Stock Holding History

Bremer Bank National Association’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
2025
Q1 		$1.27M Buy
2,430
+250
+11% +$128K 0.23% 73
2024
Q4 		$1.1M Sell
2,180
-76
-3% -$43.2K 0.22% 68
2024
Q3 		$1.32M Sell
2,256
-238
-10% -$135K 0.25% 70
2024
Q2 		$1.27M Sell
2,494
-74
-3% -$36.3K 0.25% 71
2024
Q1 		$1.27M Sell
2,568
-252
-9% -$128K 0.24% 80
2023
Q4 		$1.48M Buy
2,820
+190
+7% +$101K 0.28% 81
2023
Q3 		$1.33M Sell
2,630
-289
-10% -$142K 0.26% 82
2023
Q2 		$1.4M Buy
2,919
+17
+0.6% +$8.31K 0.27% 87
2023
Q1 		$1.37M Sell
2,902
-124
-4% -$59.8K 0.27% 91
2022
Q4 		$1.6M Sell
3,026
-96
-3% -$50.9K 0.31% 81
2022
Q3 		$1.58M Sell
3,122
-134
-4% -$70.5K 0.35% 68
2022
Q2 		$1.67M Sell
3,256
-196
-6% -$98.4K 0.32% 73
2022
Q1 		$1.76M Sell
3,452
-214
-6% -$103K 0.29% 82
2021
Q4 		$1.84M Sell
3,666
-127
-3% -$57.5K 0.3% 78
2021
Q3 		$1.48M Sell
3,793
-262
-6% -$109K 0.29% 86
2021
Q2 		$1.62M Buy
4,055
+11
+0.3% +$4.39K 0.35% 84
2021
Q1 		$1.5M Sell
4,044
-199
-5% -$69K 0.34% 81
2020
Q4 		$1.49M Sell
4,243
-210
-5% -$70.4K 0.36% 81
2020
Q3 		$1.39M Buy
4,453
+25
+0.6% +$7.68K 0.37% 80
2020
Q2 		$1.31M Sell
4,428
-123
-3% -$35.2K 0.37% 79
2020
Q1 		$1.14M Sell
4,551
-682
-13% -$188K 0.32% 80
2019
Q4 		$1.54M Sell
5,233
-646
-11% -$169K 0.33% 80
2019
Q3 		$1.28M Sell
5,879
-710
-11% -$171K 0.28% 90
2019
Q2 		$1.61M Sell
6,589
-326
-5% -$78.4K 0.35% 80
2019
Q1 		$1.61M Buy
+6,915
New +$1.76M 0.32% 83

Other funds holding UNH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Bremer Bank National Association's UNH Position: Q1 2025 in Review

Bremer Bank National Association increased its UnitedHealth (UNH) stake by 11% in Q1 2025, buying an estimated $128K and bringing the position to 2,430 shares worth $1.27M. The position accounts for 0.23% of the portfolio, ranked #73.

Bremer Bank National Association first reported a position in UNH in Q1 2019 and has held it in 25 quarters since. The position peaked at $1.84M in Q4 2021. 3,603 funds tracked by Wall St. Rank hold UNH as of Q1 2025.

  • Bremer Bank National Association held 2,430 shares of UnitedHealth worth $1.27M as of Q1 2025.
  • Bremer Bank National Association bought 250 UnitedHealth shares in Q1 2025, an estimated $128K.
  • UnitedHealth made up 0.23% of Bremer Bank National Association's portfolio in Q1 2025, its #73 holding.
  • Bremer Bank National Association first reported a position in UnitedHealth in Q1 2019 and has held it in 25 quarters since.
  • Bremer Bank National Association's UnitedHealth position peaked at $1.84M in Q4 2021.
  • 3,603 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2025.

Based on Bremer Bank National Association's 13F filing for Q1 2025, filed 10 Apr 2025.