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Country Club Bank’s UnitedHealth UNH Stock Holding History

Country Club 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
2025
Q3 		$2.13M Sell
6,161
-12,406
-67% -$3.75M 0.13% 148
2025
Q2 		$5.74M Buy
18,567
+10,151
+121% +$3.88M 0.36% 72
2025
Q1 		$4.34M Buy
8,416
+3,287
+64% +$1.68M 0.29% 92
2024
Q4 		$2.6M Sell
5,129
-176
-3% -$100K 0.17% 128
2024
Q3 		$3.09M Buy
5,305
+258
+5% +$146K 0.21% 116
2024
Q2 		$2.46M Buy
5,047
+67
+1% +$32.8K 0.17% 127
2024
Q1 		$2.46M Buy
4,980
+89
+2% +$45.2K 0.17% 125
2023
Q4 		$2.57M Sell
4,891
-288
-6% -$154K 0.19% 122
2023
Q3 		$2.64M Buy
5,179
+43
+0.8% +$21.2K 0.22% 116
2023
Q2 		$2.45M Buy
5,136
+86
+2% +$42.1K 0.19% 122
2023
Q1 		$2.37M Buy
5,050
+140
+3% +$67.6K 0.2% 120
2022
Q4 		$2.6M Sell
4,910
-186
-4% -$98.5K 0.23% 103
2022
Q3 		$2.59M Buy
5,096
+191
+4% +$100K 0.25% 99
2022
Q2 		$2.53M Buy
4,905
+266
+6% +$134K 0.23% 102
2022
Q1 		$2.42M Buy
+4,639
New +$2.24M 0.21% 101

Other funds holding UNH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Country Club Bank's UNH Position: Q3 2025 in Review

Country Club Bank reduced its UnitedHealth (UNH) stake by 67% in Q3 2025, selling an estimated $3.75M and leaving 6,161 shares worth $2.13M. The position accounts for 0.13% of the portfolio, ranked #148.

Country Club Bank first reported a position in UNH in Q1 2022 and has held it in 15 quarters since. The position peaked at $5.74M in Q2 2025. 3,160 funds tracked by Wall St. Rank hold UNH as of Q3 2025.

  • Country Club Bank held 6,161 shares of UnitedHealth worth $2.13M as of Q3 2025.
  • Country Club Bank sold 12,406 UnitedHealth shares in Q3 2025, an estimated $3.75M.
  • UnitedHealth made up 0.13% of Country Club Bank's portfolio in Q3 2025, its #148 holding.
  • Country Club Bank first reported a position in UnitedHealth in Q1 2022 and has held it in 15 quarters since.
  • Country Club Bank's UnitedHealth position peaked at $5.74M in Q2 2025.
  • 3,160 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2025.

Based on Country Club Bank's 13F filing for Q3 2025, filed 8 Oct 2025.