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Crews Bank & Trust’s UnitedHealth UNH Stock Holding History

Crews 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
Q2 		$940K Buy
2,262
+205
+10% +$76K 0.12% 98
2026
Q1 		$557K Buy
2,057
+3
+0.1% +$893 0.08% 136
2025
Q4 		$678K Sell
2,054
-102
-5% -$34.6K 0.1% 119
2025
Q3 		$744K Sell
2,156
-115
-5% -$34.8K 0.11% 112
2025
Q2 		$708K Sell
2,271
-92
-4% -$35.2K 0.11% 109
2025
Q1 		$1.24M Buy
2,363
+5
+0.2% +$2.56K 0.21% 77
2024
Q4 		$1.19M Buy
+2,358
New +$1.34M 0.2% 79

Other funds holding UNH

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
VAM
Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Crews Bank & Trust's UNH Position: Q2 2026 in Review

Crews Bank & Trust increased its UnitedHealth (UNH) stake by 10% in Q2 2026, buying an estimated $76K and bringing the position to 2,262 shares worth $940K. The position accounts for 0.12% of the portfolio, ranked #98.

Crews Bank & Trust first reported a position in UNH in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.24M in Q1 2025. 1,805 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Crews Bank & Trust held 2,262 shares of UnitedHealth worth $940K as of Q2 2026.
  • Crews Bank & Trust bought 205 UnitedHealth shares in Q2 2026, an estimated $76K.
  • UnitedHealth made up 0.12% of Crews Bank & Trust's portfolio in Q2 2026, its #98 holding.
  • Crews Bank & Trust first reported a position in UnitedHealth in Q4 2024 and has held it in 7 quarters since.
  • Crews Bank & Trust's UnitedHealth position peaked at $1.24M in Q1 2025.
  • 1,805 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Crews Bank & Trust's 13F filing for Q2 2026, filed 16 Jul 2026.