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Exchange Bank’s UnitedHealth UNH Stock Holding History

Exchange 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 		$200K Buy
+482
New +$179K 0.12% 130
2025
Q4 		– Sell
-728
Closed -$251K – 125
2025
Q3 		$251K Sell
728
-36
-5% -$10.9K 0.17% 108
2025
Q2 		$238K Hold
764
– – 0.19% 104
2025
Q1 		$400K Sell
764
-73
-9% -$37.3K 0.32% 82
2024
Q4 		$423K Buy
837
+12
+1% +$6.82K 0.34% 81
2024
Q3 		$482K Hold
825
– – 0.39% 71
2024
Q2 		$420K Buy
825
+103
+14% +$50.5K 0.36% 73
2024
Q1 		$357K Sell
722
-12
-2% -$6.1K 0.29% 79
2023
Q4 		$386K Sell
734
-179
-20% -$95.5K 0.33% 74
2023
Q3 		$460K Buy
913
+128
+16% +$63K 0.44% 62
2023
Q2 		$377K Buy
+785
New +$384K 0.36% 70

Other funds holding UNH

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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

Exchange Bank's UNH Position: Q2 2026 in Review

Exchange Bank opened a new position in UnitedHealth (UNH) in Q2 2026: 482 shares worth $200K. The stake represents 0.12% of the portfolio and ranks #130 among its holdings. This is a return to the name: Exchange Bank previously reported a position in UNH as recently as Q3 2025.

Exchange Bank first reported a position in UNH in Q2 2023 and has held it in 11 quarters since. The position peaked at $482K in Q3 2024. 1,059 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Exchange Bank held 482 shares of UnitedHealth worth $200K as of Q2 2026.
  • UnitedHealth was a new Exchange Bank position in Q2 2026.
  • UnitedHealth made up 0.12% of Exchange Bank's portfolio in Q2 2026, its #130 holding.
  • Exchange Bank first reported a position in UnitedHealth in Q2 2023 and has held it in 11 quarters since.
  • Exchange Bank's UnitedHealth position peaked at $482K in Q3 2024.
  • 1,059 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Exchange Bank's 13F filing for Q2 2026, filed 9 Jul 2026.