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Citizens National Bank Trust Department’s UnitedHealth UNH Stock Holding History

Citizens National Bank 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 		$7.03M Sell
16,924
-221
-1% -$81.9K 1.03% 28
2026
Q1 		$4.64M Sell
17,145
-387
-2% -$115K 0.77% 35
2025
Q4 		$5.79M Sell
17,532
-490
-3% -$166K 1% 28
2025
Q3 		$6.22M Sell
18,022
-182
-1% -$55K 1.11% 26
2025
Q2 		$5.68M Buy
18,204
+318
+2% +$122K 1.13% 25
2025
Q1 		$9.37M Buy
17,886
+170
+1% +$86.9K 2% 10
2024
Q4 		$8.96M Sell
17,716
-73
-0.4% -$41.5K 1.9% 10
2024
Q3 		$10.4M Sell
17,789
-40
-0.2% -$22.6K 2.19% 7
2024
Q2 		$9.08M Sell
17,829
-135
-0.8% -$66.2K 2.02% 7
2024
Q1 		$8.89M Sell
17,964
-70
-0.4% -$35.6K 2.06% 8
2023
Q4 		$9.49M Sell
18,034
-50
-0.3% -$26.7K 2.41% 5
2023
Q3 		$9.12M Sell
18,084
-89
-0.5% -$43.8K 2.5% 4
2023
Q2 		$8.73M Buy
18,173
+1,040
+6% +$509K 2.31% 5
2023
Q1 		$8.1M Sell
17,133
-5
-0% -$2.41K 2.25% 6
2022
Q4 		$9.09M Sell
17,138
-260
-1% -$138K 2.56% 4
2022
Q3 		$8.79M Sell
17,398
-127
-0.7% -$66.8K 2.72% 4
2022
Q2 		$9M Buy
17,525
+8,140
+87% +$4.09M 2.58% 5
2022
Q1 		$4.77M Sell
9,385
-433
-4% -$209K 1.92% 11
2021
Q4 		$4.93M Sell
9,818
-8,300
-46% -$3.76M 1.87% 9
2021
Q3 		$7.08M Buy
18,118
+488
+3% +$202K 2.01% 11
2021
Q2 		$7.06M Sell
17,630
-5
-0% -$1.99K 2.02% 11
2021
Q1 		$6.56M Sell
17,635
-365
-2% -$126K 1.99% 11
2020
Q4 		$6.31M Sell
18,000
-155
-0.9% -$52K 2.07% 11
2020
Q3 		$5.66M Buy
18,155
+130
+0.7% +$39.9K 2.21% 11
2020
Q2 		$5.32M Buy
18,025
+790
+5% +$226K 2.27% 11
2020
Q1 		$4.3M Buy
+17,235
New +$4.74M 2.29% 12

Other funds holding UNH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Citizens National Bank Trust Department's UNH Position: Q2 2026 in Review

Citizens National Bank Trust Department reduced its UnitedHealth (UNH) stake by 1.3% in Q2 2026, selling an estimated $81.9K and leaving 16,924 shares worth $7.03M. The position accounts for 1.03% of the portfolio, ranked #28.

Citizens National Bank Trust Department first reported a position in UNH in Q1 2020 and has held it in 26 quarters since. The position peaked at $10.4M in Q3 2024. 2,079 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Citizens National Bank Trust Department held 16,924 shares of UnitedHealth worth $7.03M as of Q2 2026.
  • Citizens National Bank Trust Department sold 221 UnitedHealth shares in Q2 2026, an estimated $81.9K.
  • UnitedHealth made up 1.03% of Citizens National Bank Trust Department's portfolio in Q2 2026, its #28 holding.
  • Citizens National Bank Trust Department first reported a position in UnitedHealth in Q1 2020 and has held it in 26 quarters since.
  • Citizens National Bank Trust Department's UnitedHealth position peaked at $10.4M in Q3 2024.
  • 2,079 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Citizens National Bank Trust Department's 13F filing for Q2 2026, filed 22 Jul 2026.