Citizens & Northern Corp’s UnitedHealth UNH Stock Holding History

Citizens & Northern Corp’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	–	Sell	-719	Closed	-$364K	–	129
2024 Q4	$364K	Hold	719	–	–	0.1%	104
2024 Q3	$420K	Hold	719	–	–	0.13%	96
2024 Q2	$366K	Buy	719 +98	+16%	+$48K	0.11%	101
2024 Q1	$307K	Sell	621 -17	-3%	-$8.64K	0.1%	95
2023 Q4	$336K	Sell	638 -5	-0.8%	-$2.67K	0.12%	96
2023 Q3	$324K	Buy	643 +3	+0.5%	+$1.48K	0.13%	88
2023 Q2	$308K	Sell	640 -30	-4%	-$14.7K	0.12%	87
2023 Q1	$317K	Hold	670	–	–	0.12%	85
2022 Q4	$355K	Sell	670 -74	-10%	-$39.2K	0.15%	81
2022 Q3	$376K	Hold	744	–	–	0.18%	79
2022 Q2	$382K	Sell	744 -76	-9%	-$38.2K	0.17%	81
2022 Q1	$418K	Sell	820 -84	-9%	-$40.5K	0.15%	80
2021 Q4	$454K	Sell	904 -51	-5%	-$23.1K	0.16%	82
2021 Q3	$373K	Sell	955 -6	-0.6%	-$2.48K	0.14%	84
2021 Q2	$385K	Sell	961 -24	-2%	-$9.57K	0.14%	85
2021 Q1	$366K	Sell	985 -229	-19%	-$79.3K	0.14%	83
2020 Q4	$426K	Sell	1,214 -25	-2%	-$8.38K	0.19%	79
2020 Q3	$386K	Sell	1,239 -5	-0.4%	-$1.54K	0.21%	78
2020 Q2	$367K	Sell	1,244 -293	-19%	-$84K	0.18%	80
2020 Q1	$383K	Sell	1,537 -158	-9%	-$43.5K	0.24%	76
2019 Q4	$498K	Hold	1,695	–	–	0.25%	76
2019 Q3	$368K	Sell	1,695 -5	-0.3%	-$1.21K	0.2%	80
2019 Q2	$415K	Sell	1,700 -4	-0.2%	-$962	0.23%	77
2019 Q1	$421K	Sell	1,704 -82	-5%	-$20.9K	0.23%	77
2018 Q4	$445K	Sell	1,786 -310	-15%	-$81.9K	0.31%	81
2018 Q3	$558K	Sell	2,096 -235	-10%	-$61.1K	0.38%	72
2018 Q2	$572K	Sell	2,331 -10	-0.4%	-$2.4K	0.41%	71
2018 Q1	$501K	Sell	2,341 -184	-7%	-$42K	0.37%	73
2017 Q4	$557K	Hold	2,525	–	–	0.4%	74
2017 Q3	$495K	Hold	2,525	–	–	0.38%	73
2017 Q2	$468K	Hold	2,525	–	–	0.37%	76
2017 Q1	$414K	Sell	2,525 -145	-5%	-$23.7K	0.33%	73
2016 Q4	$427K	Hold	2,670	–	–	0.32%	83
2016 Q3	$374K	Sell	2,670 -33	-1%	-$4.62K	0.29%	90
2016 Q2	$382K	Sell	2,703 -318	-11%	-$42.4K	0.3%	95
2016 Q1	$389K	Sell	3,021 -2,441	-45%	-$289K	0.31%	95
2015 Q4	$643K	Sell	5,462 -141	-3%	-$16.5K	0.52%	70
2015 Q3	$650K	Sell	5,603 -443	-7%	-$53K	0.51%	74
2015 Q2	$738K	Sell	6,046 -1,011	-14%	-$120K	0.57%	70
2015 Q1	$835K	Sell	7,057 -1,394	-16%	-$155K	0.63%	68
2014 Q4	$854K	Sell	8,451 -12,154	-59%	-$1.15M	0.65%	63
2014 Q3	$1.78M	Buy	20,605 +992	+5%	+$83.8K	1.44%	29
2014 Q2	$1.6M	Buy	19,613 +11,329	+137%	+$891K	1.29%	43
2014 Q1	$679K	Buy	+8,284	New	+$624K	0.53%	62

Other funds holding UNH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Citizens & Northern Corp's UNH Position: Q1 2025 in Review

Citizens & Northern Corp sold out of UnitedHealth (UNH) in Q1 2025, closing a stake of 719 shares — an estimated $364K sold.

Citizens & Northern Corp first reported a position in UNH in Q1 2014 and held it in 44 quarters. The position peaked at $1.78M in Q3 2014. 3,602 funds tracked by Wall St. Rank hold UNH as of Q1 2025.

Citizens & Northern Corp reported no remaining UnitedHealth position as of Q1 2025 after selling out during the quarter.
Citizens & Northern Corp sold 719 UnitedHealth shares in Q1 2025, an estimated $364K.
Citizens & Northern Corp first reported a position in UnitedHealth in Q1 2014 and held it in 44 quarters.
Citizens & Northern Corp's UnitedHealth position peaked at $1.78M in Q3 2014.
3,602 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2025.

Based on Citizens & Northern Corp's 13F filing for Q1 2025, filed 21 Apr 2025.