Dakota Community Bank & Trust’s UnitedHealth UNH Stock Holding History

Dakota Community 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
2025 Q1	–	Sell	-398	Closed	-$201K	–	119
2024 Q4	$201K	Buy	398 +65	+20%	+$36.9K	0.96%	42
2024 Q3	$195K	Hold	333	–	–	0.98%	42
2024 Q2	$170K	Sell	333 -10	-3%	-$4.9K	0.91%	42
2024 Q1	$170K	Sell	343 -9	-3%	-$4.58K	0.92%	44
2023 Q4	$185K	Buy	352 +20	+6%	+$10.7K	1.04%	38
2023 Q3	$167K	Buy	332 +22	+7%	+$10.8K	1.07%	34
2023 Q2	$149K	Sell	310 -30	-9%	-$14.7K	0.88%	41
2023 Q1	$161K	Hold	340	–	–	0.99%	39
2022 Q4	$180K	Hold	340	–	–	1.02%	39
2022 Q3	$172K	Buy	+340	New	+$179K	1.19%	36

Other funds holding UNH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Dakota Community Bank & Trust's UNH Position: Q1 2025 in Review

Dakota Community Bank & Trust sold out of UnitedHealth (UNH) in Q1 2025, closing a stake of 398 shares — an estimated $201K sold.

Dakota Community Bank & Trust first reported a position in UNH in Q3 2022 and held it in 10 quarters. The position peaked at $201K in Q4 2024. 3,602 funds tracked by Wall St. Rank hold UNH as of Q1 2025.

Dakota Community Bank & Trust reported no remaining UnitedHealth position as of Q1 2025 after selling out during the quarter.
Dakota Community Bank & Trust sold 398 UnitedHealth shares in Q1 2025, an estimated $201K.
Dakota Community Bank & Trust first reported a position in UnitedHealth in Q3 2022 and held it in 10 quarters.
Dakota Community Bank & Trust's UnitedHealth position peaked at $201K in Q4 2024.
3,602 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2025.

Based on Dakota Community Bank & Trust's 13F filing for Q1 2025, filed 9 Apr 2025.