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Country Trust Bank’s UnitedHealth UNH Stock Holding History

Country Trust 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 		$44.6M Sell
107,280
-44,238
-29% -$16.4M 0.78% 33
2026
Q1 		$41M Buy
151,518
+7,633
+5% +$2.27M 0.78% 35
2025
Q4 		$47.5M Buy
143,885
+18,484
+15% +$6.26M 0.86% 28
2025
Q3 		$43.3M Buy
125,401
+11,969
+11% +$3.62M 0.95% 31
2025
Q2 		$35.4M Buy
113,432
+461
+0.4% +$176K 0.79% 43
2025
Q1 		$59.2M Buy
112,971
+7,221
+7% +$3.69M 1.49% 19
2024
Q4 		$53.5M Buy
105,750
+105,299
+23,348% +$59.8M 1.34% 20
2024
Q3 		$264K Hold
451
– – 0.01% 116
2024
Q2 		$230K Buy
451
+38
+9% +$18.6K 0.01% 114
2024
Q1 		$204K Sell
413
-3
-0.7% -$1.52K 0.01% 118
2023
Q4 		$219K Buy
416
+380
+1,056% +$203K 0.01% 117
2023
Q3 		$18.2K Buy
36
+9
+33% +$4.43K ﹤0.01% 219
2023
Q2 		$13K Hold
27
– – ﹤0.01% 232
2023
Q1 		$12.8K Sell
27
-95
-78% -$45.8K ﹤0.01% 228
2022
Q4 		$64.7K Sell
122
-1,037
-89% -$549K ﹤0.01% 158
2022
Q3 		$585K Sell
1,159
-1
-0.1% -$526 0.02% 94
2022
Q2 		$596K Sell
1,160
-68
-6% -$34.1K 0.02% 94
2022
Q1 		$626K Sell
1,228
-30
-2% -$14.5K 0.02% 98
2021
Q4 		$632K Hold
1,258
– – 0.02% 105
2021
Q3 		$492K Sell
1,258
-21
-2% -$8.7K 0.01% 105
2021
Q2 		$512K Sell
1,279
-9
-0.7% -$3.59K 0.02% 102
2021
Q1 		$479K Sell
1,288
-60
-4% -$20.8K 0.02% 102
2020
Q4 		$473K Sell
1,348
-156
-10% -$52.3K 0.02% 96
2020
Q3 		$469K Buy
1,504
+1,399
+1,332% +$430K 0.02% 92
2020
Q2 		$31K Hold
105
– – ﹤0.01% 176
2020
Q1 		$26K Buy
105
+89
+556% +$24.5K ﹤0.01% 174
2019
Q4 		$5K Hold
16
– – ﹤0.01% 237
2019
Q3 		$3K Hold
16
– – ﹤0.01% 241
2019
Q2 		$4K Hold
16
– – ﹤0.01% 231
2019
Q1 		$4K Sell
16
-52
-76% -$13.3K ﹤0.01% 240
2018
Q4 		$17K Buy
68
+20
+42% +$5.28K ﹤0.01% 204
2018
Q3 		$13K Hold
48
– – ﹤0.01% 206
2018
Q2 		$12K Buy
48
+20
+71% +$4.8K ﹤0.01% 204
2018
Q1 		$6K Hold
28
– – ﹤0.01% 243
2017
Q4 		$6K Sell
28
-41
-59% -$8.69K ﹤0.01% 219
2017
Q3 		$14K Buy
69
+41
+146% +$7.92K ﹤0.01% 179
2017
Q2 		$5K Buy
+28
New +$4.91K ﹤0.01% 210
2017
Q1 		– Sell
-200
Closed -$32K – 218
2016
Q4 		$32K Hold
200
– – ﹤0.01% 147
2016
Q3 		$28K Hold
200
– – ﹤0.01% 154
2016
Q2 		$28K Buy
+200
New +$26.7K ﹤0.01% 151
2016
Q1 		– Sell
-108
Closed -$13K – 218
2015
Q4 		$13K Sell
108
-36
-25% -$4.21K ﹤0.01% 177
2015
Q3 		$17K Buy
144
+92
+177% +$11K ﹤0.01% 170
2015
Q2 		$6K Buy
+52
New +$6.15K ﹤0.01% 216

Other funds holding UNH

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Country Trust Bank's UNH Position: Q2 2026 in Review

Country Trust Bank reduced its UnitedHealth (UNH) stake by 29% in Q2 2026, selling an estimated $16.4M and leaving 107,280 shares worth $44.6M. The position accounts for 0.78% of the portfolio, ranked #33.

Country Trust Bank first reported a position in UNH in Q2 2015 and has held it in 43 quarters since. The position peaked at $59.2M in Q1 2025. 1,266 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Country Trust Bank held 107,280 shares of UnitedHealth worth $44.6M as of Q2 2026.
  • Country Trust Bank sold 44,238 UnitedHealth shares in Q2 2026, an estimated $16.4M.
  • UnitedHealth made up 0.78% of Country Trust Bank's portfolio in Q2 2026, its #33 holding.
  • Country Trust Bank first reported a position in UnitedHealth in Q2 2015 and has held it in 43 quarters since.
  • Country Trust Bank's UnitedHealth position peaked at $59.2M in Q1 2025.
  • 1,266 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Country Trust Bank's 13F filing for Q2 2026, filed 15 Jul 2026.