First Bankers Trust’s UnitedHealth UNH Stock Holding History

First Bankers 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	$1.62M	Sell	3,889 -1,009	-21%	-$374K	0.5%	64
2026 Q1	$1.33M	Buy	4,898 +290	+6%	+$86.4K	0.45%	71
2025 Q4	$1.52M	Sell	4,608 -617	-12%	-$209K	0.51%	63
2025 Q3	$1.8M	Sell	5,225 -6,745	-56%	-$2.04M	0.63%	56
2025 Q2	$3.73M	Buy	11,970 +4,099	+52%	+$1.57M	1.38%	20
2025 Q1	$4.12M	Buy	7,871 +438	+6%	+$224K	1.63%	15
2024 Q4	$3.76M	Buy	7,433 +153	+2%	+$86.9K	1.47%	21
2024 Q3	$4.26M	Sell	7,280 -95	-1%	-$53.7K	1.64%	16
2024 Q2	$3.76M	Buy	7,375 +537	+8%	+$263K	1.55%	18
2024 Q1	$3.38M	Buy	6,838 +286	+4%	+$145K	1.44%	21
2023 Q4	$3.45M	Sell	6,552 -41	-0.6%	-$21.9K	1.6%	18
2023 Q3	$3.32M	Buy	6,593 +293	+5%	+$144K	1.68%	19
2023 Q2	$3.03M	Buy	6,300 +206	+3%	+$101K	1.48%	21
2023 Q1	$2.88M	Buy	6,094 +600	+11%	+$290K	1.45%	22
2022 Q4	$2.91M	Buy	5,494 +11	+0.2%	+$5.83K	1.5%	21
2022 Q3	$2.77M	Sell	5,483 -150	-3%	-$78.9K	1.59%	19
2022 Q2	$2.89M	Buy	5,633 +46	+0.8%	+$23.1K	1.52%	22
2022 Q1	$2.85M	Sell	5,587 -54	-1%	-$26K	1.33%	24
2021 Q4	$2.83M	Buy	5,641 +95	+2%	+$43K	1.25%	30
2021 Q3	$2.17M	Sell	5,546 -127	-2%	-$52.6K	1.09%	34
2021 Q2	$2.27M	Sell	5,673 -1,761	-24%	-$702K	1.11%	33
2021 Q1	$2.77M	Sell	7,434 -1,094	-13%	-$379K	1.16%	37
2020 Q4	$2.99M	Buy	8,528 +110	+1%	+$36.9K	1.15%	34
2020 Q3	$2.62M	Buy	8,418 +759	+10%	+$233K	1.12%	33
2020 Q2	$2.26M	Buy	7,659 +99	+1%	+$28.4K	1.01%	33
2020 Q1	$1.89M	Buy	7,560 +299	+4%	+$82.3K	0.97%	38
2019 Q4	$2.13M	Buy	7,261 +850	+13%	+$222K	0.9%	40
2019 Q3	$1.39M	Buy	6,411 +1,466	+30%	+$354K	0.63%	55
2019 Q2	$1.21M	Buy	4,945 +1,483	+43%	+$357K	0.56%	61
2019 Q1	$856K	Buy	3,462 +2,640	+321%	+$673K	0.41%	73
2018 Q4	$205K	Buy	+822	New	+$217K	0.05%	157

Other funds holding UNH

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

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 Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

First Bankers Trust's UNH Position: Q2 2026 in Review

First Bankers Trust reduced its UnitedHealth (UNH) stake by 21% in Q2 2026, selling an estimated $374K and leaving 3,889 shares worth $1.62M. The position accounts for 0.5% of the portfolio, ranked #64.

First Bankers Trust first reported a position in UNH in Q4 2018 and has held it in 31 quarters since. The position peaked at $4.26M in Q3 2024. 1,132 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

First Bankers Trust held 3,889 shares of UnitedHealth worth $1.62M as of Q2 2026.
First Bankers Trust sold 1,009 UnitedHealth shares in Q2 2026, an estimated $374K.
UnitedHealth made up 0.5% of First Bankers Trust's portfolio in Q2 2026, its #64 holding.
First Bankers Trust first reported a position in UnitedHealth in Q4 2018 and has held it in 31 quarters since.
First Bankers Trust's UnitedHealth position peaked at $4.26M in Q3 2024.
1,132 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on First Bankers Trust's 13F filing for Q2 2026, filed 9 Jul 2026.