Citizens Business Bank’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-8,368
| Closed | -$2.61M | – | 151 |
|
|
2025
Q2 | $2.61M | Buy |
8,368
+75
| +0.9% | +$28.7K | 0.51% | 58 |
|
|
2025
Q1 | $4.34M | Buy |
8,293
+1,498
| +22% | +$766K | 0.94% | 36 |
|
|
2024
Q4 | $4.17M | Sell |
6,795
-1,613
| -19% | -$916K | 0.78% | 42 |
|
|
2024
Q3 | $4.92M | Sell |
8,408
-171
| -2% | -$96.7K | 0.99% | 30 |
|
|
2024
Q2 | $4.37M | Sell |
8,579
-94
| -1% | -$46.1K | 0.92% | 32 |
|
|
2024
Q1 | $4.29M | Sell |
8,673
-162
| -2% | -$82.4K | 0.89% | 33 |
|
|
2023
Q4 | $4.65M | Sell |
8,835
-316
| -3% | -$169K | 1.03% | 29 |
|
|
2023
Q3 | $4.61M | Sell |
9,151
-152
| -2% | -$74.8K | 1.08% | 27 |
|
|
2023
Q2 | $4.47M | Sell |
9,303
-353
| -4% | -$173K | 1% | 28 |
|
|
2023
Q1 | $4.56M | Sell |
9,656
-533
| -5% | -$257K | 1.05% | 26 |
|
|
2022
Q4 | $5.4M | Sell |
10,189
-115
| -1% | -$60.9K | 1.24% | 20 |
|
|
2022
Q3 | $5.2M | Sell |
10,304
-8,882
| -46% | -$4.67M | 1.27% | 18 |
|
|
2022
Q2 | $9.86M | Sell |
19,186
-1,221
| -6% | -$613K | 1.4% | 12 |
|
|
2022
Q1 | $10.4M | Buy |
20,407
+684
| +3% | +$330K | 1.26% | 18 |
|
|
2021
Q4 | $9.9M | Sell |
19,723
-439
| -2% | -$199K | 1.21% | 17 |
|
|
2021
Q3 | $7.88M | Sell |
20,162
-141
| -0.7% | -$58.4K | 1.05% | 18 |
|
|
2021
Q2 | $8.13M | Sell |
20,303
-960
| -5% | -$383K | 1.07% | 18 |
|
|
2021
Q1 | $7.91M | Buy |
21,263
+489
| +2% | +$169K | 1.11% | 18 |
|
|
2020
Q4 | $7.29M | Sell |
20,774
-865
| -4% | -$290K | 1.07% | 16 |
|
|
2020
Q3 | $6.75M | Sell |
21,639
-790
| -4% | -$243K | 1.15% | 15 |
|
|
2020
Q2 | $6.62M | Sell |
22,429
-2,028
| -8% | -$581K | 1.17% | 16 |
|
|
2020
Q1 | $6.1M | Buy |
24,457
+1
| +0% | +$275 | 1.26% | 15 |
|
|
2019
Q4 | $7.19M | Buy |
24,456
+160
| +0.7% | +$41.9K | 1.19% | 14 |
|
|
2019
Q3 | $5.28M | Buy |
24,296
+10,223
| +73% | +$2.47M | 0.87% | 23 |
|
|
2019
Q2 | $3.43M | Buy |
14,073
+2,395
| +21% | +$576K | 0.57% | 40 |
|
|
2019
Q1 | $2.89M | Buy |
11,678
+1,100
| +10% | +$281K | 0.5% | 51 |
|
|
2018
Q4 | $2.63M | Sell |
10,578
-400
| -4% | -$106K | 0.51% | 46 |
|
|
2018
Q3 | $2.92M | Sell |
10,978
-3,141
| -22% | -$817K | 0.49% | 51 |
|
|
2018
Q2 | $3.46M | Sell |
14,119
-739
| -5% | -$177K | 0.6% | 38 |
|
|
2018
Q1 | $3.18M | Sell |
14,858
-2,142
| -13% | -$489K | 0.56% | 43 |
|
|
2017
Q4 | $3.75M | Sell |
17,000
-1,322
| -7% | -$280K | 0.61% | 37 |
|
|
2017
Q3 | $3.59M | Sell |
18,322
-1,300
| -7% | -$251K | 0.6% | 42 |
|
|
2017
Q2 | $3.64M | Sell |
19,622
-500
| -2% | -$87.7K | 0.6% | 37 |
|
|
2017
Q1 | $3.3M | Sell |
20,122
-1,685
| -8% | -$276K | 0.55% | 43 |
|
|
2016
Q4 | $3.49M | Sell |
21,807
-2,100
| -9% | -$314K | 0.62% | 34 |
|
|
2016
Q3 | $3.35M | Sell |
23,907
-3,419
| -13% | -$479K | 0.62% | 38 |
|
|
2016
Q2 | $3.86M | Sell |
27,326
-2,782
| -9% | -$371K | 0.72% | 30 |
|
|
2016
Q1 | $3.88M | Buy |
30,108
+1,137
| +4% | +$135K | 0.73% | 31 |
|
|
2015
Q4 | $3.41M | Sell |
28,971
-3,348
| -10% | -$391K | 0.66% | 41 |
|
|
2015
Q3 | $3.75M | Buy |
32,319
+152
| +0.5% | +$18.2K | 0.71% | 35 |
|
|
2015
Q2 | $3.92M | Sell |
32,167
-34
| -0.1% | -$4.02K | 0.69% | 44 |
|
|
2015
Q1 | $3.81M | Sell |
32,201
-4,443
| -12% | -$493K | 0.67% | 44 |
|
|
2014
Q4 | $3.7M | Sell |
36,644
-125
| -0.3% | -$11.8K | 0.67% | 47 |
|
|
2014
Q3 | $3.17M | Sell |
36,769
-1,501
| -4% | -$127K | 0.61% | 53 |
|
|
2014
Q2 | $3.13M | Hold |
38,270
| – | – | 0.6% | 52 |
|
|
2014
Q1 | $3.14M | Sell |
38,270
-109
| -0.3% | -$8.2K | 0.61% | 51 |
|
|
2013
Q4 | $2.89M | Sell |
38,379
-50,209
| -57% | -$3.61M | 0.58% | 48 |
|
|
2013
Q3 | $6.34M | Sell |
88,588
-17,801
| -17% | -$1.27M | 1.36% | 10 |
|
|
2013
Q2 | $6.97M | Buy |
+106,389
| New | +$6.62M | 1.55% | 10 |
|
Other funds holding UNH
Citizens Business Bank's UNH Position: Q3 2025 in Review
Citizens Business Bank sold out of UnitedHealth (UNH) in Q3 2025, closing a stake of 8,368 shares — an estimated $2.61M sold.
Citizens Business Bank first reported a position in UNH in Q2 2013 and held it in 49 quarters. The position peaked at $10.4M in Q1 2022. 3,159 funds tracked by Wall St. Rank hold UNH as of Q3 2025.
- Citizens Business Bank reported no remaining UnitedHealth position as of Q3 2025 after selling out during the quarter.
- Citizens Business Bank sold 8,368 UnitedHealth shares in Q3 2025, an estimated $2.61M.
- Citizens Business Bank first reported a position in UnitedHealth in Q2 2013 and held it in 49 quarters.
- Citizens Business Bank's UnitedHealth position peaked at $10.4M in Q1 2022.
- 3,159 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2025.
Based on Citizens Business Bank's 13F filing for Q3 2025, filed 12 Nov 2025.