City State Bank’s UnitedHealth UNH Stock Holding History

City State Bank’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	$185K	Buy	446 +2	+0.5%	+$741	0.04%	221
2026 Q1	$120K	Buy	444 +26	+6%	+$7.74K	0.03%	249
2025 Q4	$138K	Sell	418 -1,844	-82%	-$625K	0.04%	237
2025 Q3	$781K	Buy	2,262 +292	+15%	+$88.3K	0.23%	89
2025 Q2	$615K	Buy	1,970 +441	+29%	+$169K	0.19%	106
2025 Q1	$801K	Sell	1,529 -40	-3%	-$20.4K	0.26%	76
2024 Q4	$794K	Hold	1,569	–	–	0.28%	75
2024 Q3	$917K	Sell	1,569 -36	-2%	-$20.4K	0.33%	67
2024 Q2	$817K	Buy	1,605 +25	+2%	+$12.3K	0.33%	70
2024 Q1	$782K	Buy	1,580 +10	+0.6%	+$5.08K	0.35%	67
2023 Q4	$827K	Sell	1,570 -29	-2%	-$15.5K	0.41%	57
2023 Q3	$806K	Sell	1,599 -1,098	-41%	-$540K	0.44%	54
2023 Q2	$1.3M	Buy	2,697 +52	+2%	+$25.4K	0.7%	37
2023 Q1	$1.25M	Buy	2,645 +1,000	+61%	+$483K	0.72%	34
2022 Q4	$872K	Buy	1,645 +190	+13%	+$101K	0.54%	51
2022 Q3	$735K	Sell	1,455 -15	-1%	-$7.89K	0.51%	53
2022 Q2	$755K	Sell	1,470 -63	-4%	-$31.6K	0.53%	55
2022 Q1	$782K	Buy	1,533 +30	+2%	+$14.5K	0.47%	59
2021 Q4	$755K	Buy	+1,503	New	+$680K	0.47%	60

Other funds holding UNH

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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

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

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

City State Bank's UNH Position: Q2 2026 in Review

City State Bank increased its UnitedHealth (UNH) stake by 0.45% in Q2 2026, buying an estimated $741 and bringing the position to 446 shares worth $185K. The position accounts for 0.04% of the portfolio, ranked #221.

City State Bank first reported a position in UNH in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.3M in Q2 2023. 1,542 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

City State Bank held 446 shares of UnitedHealth worth $185K as of Q2 2026.
City State Bank bought 2 UnitedHealth shares in Q2 2026, an estimated $741.
UnitedHealth made up 0.04% of City State Bank's portfolio in Q2 2026, its #221 holding.
City State Bank first reported a position in UnitedHealth in Q4 2021 and has held it in 19 quarters since.
City State Bank's UnitedHealth position peaked at $1.3M in Q2 2023.
1,542 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on City State Bank's 13F filing for Q2 2026, filed 14 Jul 2026.