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CoreFirst Bank & Trust’s UnitedHealth UNH Stock Holding History

CoreFirst Bank & Trust’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 		$1.65M Buy
6,082
+4,043
+198% +$1.2M 0.87% 36
2025
Q4 		$673K Sell
2,039
-180
-8% -$61K 0.36% 58
2025
Q3 		$766K Hold
2,219
– – 0.41% 55
2025
Q2 		$692K Sell
2,219
-74
-3% -$28.3K 0.39% 60
2025
Q1 		$1.2M Hold
2,293
– – 0.77% 36
2024
Q4 		$1.16M Hold
2,293
– – 0.69% 34
2024
Q3 		$1.34M Sell
2,293
-40
-2% -$22.6K 0.77% 30
2024
Q2 		$1.19M Sell
2,333
-3
-0.1% -$1.47K 0.8% 34
2024
Q1 		$1.16M Sell
2,336
-8
-0.3% -$4.07K 0.72% 35
2023
Q4 		$1.23M Sell
2,344
-88
-4% -$46.9K 0.82% 32
2023
Q3 		$1.23M Sell
2,432
-27
-1% -$13.3K 0.87% 27
2023
Q2 		$1.18M Sell
2,459
-239
-9% -$117K 0.83% 30
2023
Q1 		$1.28M Buy
2,698
+110
+4% +$53.1K 0.93% 29
2022
Q4 		$1.37M Sell
2,588
-29
-1% -$15.4K 1.04% 20
2022
Q3 		$1.32M Buy
2,617
+40
+2% +$21K 1.14% 18
2022
Q2 		$1.32M Buy
2,577
+162
+7% +$81.4K 1.05% 21
2022
Q1 		$1.23M Hold
2,415
– – 0.84% 26
2021
Q4 		$1.21M Sell
2,415
-10
-0.4% -$4.53K 0.78% 25
2021
Q3 		$948K Hold
2,425
– – 0.66% 38
2021
Q2 		$971K Hold
2,425
– – 0.66% 36
2021
Q1 		$902K Buy
2,425
+41
+2% +$14.2K 0.62% 39
2020
Q4 		$836K Buy
+2,384
New +$799K 0.62% 36

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

CoreFirst Bank & Trust's UNH Position: Q1 2026 in Review

CoreFirst Bank & Trust increased its UnitedHealth (UNH) stake by 198% in Q1 2026, buying an estimated $1.2M and bringing the position to 6,082 shares worth $1.65M. The position accounts for 0.87% of the portfolio, ranked #36.

CoreFirst Bank & Trust first reported a position in UNH in Q4 2020 and has held it in 22 quarters since. 3,023 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • CoreFirst Bank & Trust held 6,082 shares of UnitedHealth worth $1.65M as of Q1 2026.
  • CoreFirst Bank & Trust bought 4,043 UnitedHealth shares in Q1 2026, an estimated $1.2M.
  • UnitedHealth made up 0.87% of CoreFirst Bank & Trust's portfolio in Q1 2026, its #36 holding.
  • CoreFirst Bank & Trust first reported a position in UnitedHealth in Q4 2020 and has held it in 22 quarters since.
  • 3,023 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on CoreFirst Bank & Trust's 13F filing for Q1 2026, filed 3 Jun 2026.