CB
UNH icon

Community Bank’s UnitedHealth UNH Stock Holding History

Community 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
Q1 		$1.96M Buy
7,246
+110
+2% +$32.8K 0.23% 94
2025
Q4 		$2.36M Buy
7,136
+1,403
+24% +$475K 0.28% 86
2025
Q3 		$1.98M Sell
5,733
-625
-10% -$189K 0.24% 93
2025
Q2 		$1.98M Sell
6,358
-600
-9% -$229K 0.26% 91
2025
Q1 		$3.64M Sell
6,958
-110
-2% -$56.2K 0.49% 57
2024
Q4 		$3.58M Sell
7,068
-700
-9% -$398K 0.46% 55
2024
Q3 		$4.54M Sell
7,768
-659
-8% -$373K 0.57% 47
2024
Q2 		$4.29M Sell
8,427
-61
-0.7% -$29.9K 0.56% 46
2024
Q1 		$4.2M Sell
8,488
-140
-2% -$71.2K 0.55% 50
2023
Q4 		$4.54M Sell
8,628
-167
-2% -$89.1K 0.59% 44
2023
Q3 		$4.43M Buy
8,795
+345
+4% +$170K 0.62% 42
2023
Q2 		$4.06M Buy
8,450
+30
+0.4% +$14.7K 0.54% 47
2023
Q1 		$3.98M Sell
8,420
-75
-0.9% -$36.2K 0.54% 47
2022
Q4 		$4.5M Buy
8,495
+83
+1% +$44K 0.63% 42
2022
Q3 		$4.25M Buy
8,412
+230
+3% +$121K 0.65% 41
2022
Q2 		$4.2M Buy
8,182
+57
+0.7% +$28.6K 0.6% 43
2022
Q1 		$4.14M Sell
8,125
-45
-0.6% -$21.7K 0.51% 53
2021
Q4 		$4.1M Sell
8,170
-185
-2% -$83.7K 0.47% 57
2021
Q3 		$3.26M Buy
8,355
+384
+5% +$159K 0.4% 66
2021
Q2 		$3.19M Sell
7,971
-33
-0.4% -$13.2K 0.38% 75
2021
Q1 		$2.98M Buy
8,004
+220
+3% +$76.2K 0.37% 74
2020
Q4 		$2.73M Buy
7,784
+258
+3% +$86.5K 0.37% 70
2020
Q3 		$2.35M Sell
7,526
-101
-1% -$31K 0.35% 68
2020
Q2 		$2.25M Sell
7,627
-44
-0.6% -$12.6K 0.38% 66
2020
Q1 		$1.91M Sell
7,671
-101
-1% -$27.8K 0.41% 59
2019
Q4 		$2.28M Hold
7,772
– – 0.4% 64
2019
Q3 		$1.69M Buy
7,772
+380
+5% +$91.7K 0.32% 77
2019
Q2 		$1.8M Sell
7,392
-80
-1% -$19.2K 0.35% 71
2019
Q1 		$1.85M Sell
7,472
-55
-0.7% -$14K 0.37% 65
2018
Q4 		$1.88M Buy
7,527
+347
+5% +$91.7K 0.42% 64
2018
Q3 		$1.91M Sell
7,180
-335
-4% -$87.1K 0.38% 66
2018
Q2 		$1.84M Sell
7,515
-305
-4% -$73.2K 0.34% 73
2018
Q1 		$1.67M Sell
7,820
-301
-4% -$68.7K 0.31% 82
2017
Q4 		$1.79M Buy
8,121
+561
+7% +$119K 0.19% 133
2017
Q3 		$1.48M Sell
7,560
-900
-11% -$174K 0.16% 141
2017
Q2 		$1.57M Sell
8,460
-165
-2% -$28.9K 0.17% 138
2017
Q1 		$1.41M Sell
8,625
-275
-3% -$45K 0.3% 80
2016
Q4 		$1.42M Hold
8,900
– – 0.31% 74
2016
Q3 		$1.25M Sell
8,900
-235
-3% -$32.9K 0.28% 80
2016
Q2 		$1.29M Sell
9,135
-150
-2% -$20K 0.3% 73
2016
Q1 		$1.2M Sell
9,285
-995
-10% -$118K 0.29% 75
2015
Q4 		$1.21M Buy
10,280
+165
+2% +$19.3K 0.29% 76
2015
Q3 		$1.17M Buy
10,115
+200
+2% +$23.9K 0.3% 74
2015
Q2 		$1.21M Sell
9,915
-200
-2% -$23.7K 0.29% 76
2015
Q1 		$1.2M Sell
10,115
-300
-3% -$33.3K 0.28% 80
2014
Q4 		$1.05M Buy
+10,415
New +$987K 0.24% 84

Other funds holding UNH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Community Bank's UNH Position: Q1 2026 in Review

Community Bank increased its UnitedHealth (UNH) stake by 1.5% in Q1 2026, buying an estimated $32.8K and bringing the position to 7,246 shares worth $1.96M. The position accounts for 0.23% of the portfolio, ranked #94.

Community Bank first reported a position in UNH in Q4 2014 and has held it in 46 quarters since. The position peaked at $4.54M in Q4 2023. 3,025 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Community Bank held 7,246 shares of UnitedHealth worth $1.96M as of Q1 2026.
  • Community Bank bought 110 UnitedHealth shares in Q1 2026, an estimated $32.8K.
  • UnitedHealth made up 0.23% of Community Bank's portfolio in Q1 2026, its #94 holding.
  • Community Bank first reported a position in UnitedHealth in Q4 2014 and has held it in 46 quarters since.
  • Community Bank's UnitedHealth position peaked at $4.54M in Q4 2023.
  • 3,025 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Community Bank's 13F filing for Q1 2026, filed 12 May 2026.