First Business Financial Services’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $320K | Buy |
771
+21
| +3% | +$7.78K | 0.02% | 157 |
|
|
2026
Q1 | $203K | Sell |
750
-129
| -15% | -$38.4K | 0.02% | 185 |
|
|
2025
Q4 | $290K | Sell |
879
-105
| -11% | -$35.6K | 0.03% | 147 |
|
|
2025
Q3 | $340K | Sell |
984
-874
| -47% | -$264K | 0.03% | 150 |
|
|
2025
Q2 | $580K | Sell |
1,858
-2,863
| -61% | -$1.09M | 0.05% | 117 |
|
|
2025
Q1 | $2.47M | Buy |
4,721
+284
| +6% | +$145K | 0.24% | 46 |
|
|
2024
Q4 | $2.24M | Buy |
4,437
+67
| +2% | +$38.1K | 0.22% | 46 |
|
|
2024
Q3 | $2.56M | Buy |
4,370
+127
| +3% | +$71.8K | 0.26% | 32 |
|
|
2024
Q2 | $2.16M | Buy |
4,243
+77
| +2% | +$37.7K | 0.23% | 38 |
|
|
2024
Q1 | $2.06M | Buy |
4,166
+8
| +0.2% | +$4.07K | 0.22% | 43 |
|
|
2023
Q4 | $2.19M | Buy |
4,158
+80
| +2% | +$42.7K | 0.25% | 32 |
|
|
2023
Q3 | $2.06M | Buy |
4,078
+139
| +4% | +$68.4K | 0.26% | 32 |
|
|
2023
Q2 | $1.89M | Buy |
3,939
+8
| +0.2% | +$3.91K | 0.23% | 35 |
|
|
2023
Q1 | $1.86M | Buy |
3,931
+81
| +2% | +$39.1K | 0.23% | 35 |
|
|
2022
Q4 | $2.04M | Sell |
3,850
-3
| -0.1% | -$1.59K | 0.27% | 29 |
|
|
2022
Q3 | $1.95M | Sell |
3,853
-202
| -5% | -$106K | 0.28% | 22 |
|
|
2022
Q2 | $2.08M | Sell |
4,055
-176
| -4% | -$88.4K | 0.28% | 22 |
|
|
2022
Q1 | $2.16M | Buy |
4,231
+242
| +6% | +$117K | 0.24% | 25 |
|
|
2021
Q4 | $2M | Buy |
3,989
+74
| +2% | +$33.5K | 0.21% | 33 |
|
|
2021
Q3 | $1.53M | Buy |
3,915
+189
| +5% | +$78.3K | 0.18% | 35 |
|
|
2021
Q2 | $1.49M | Buy |
3,726
+339
| +10% | +$135K | 0.17% | 30 |
|
|
2021
Q1 | $1.26M | Buy |
3,387
+252
| +8% | +$87.3K | 0.17% | 33 |
|
|
2020
Q4 | $1.1M | Sell |
3,135
-1,619
| -34% | -$543K | 0.16% | 37 |
|
|
2020
Q3 | $1.48M | Sell |
4,754
-23
| -0.5% | -$7.07K | 0.25% | 21 |
|
|
2020
Q2 | $1.41M | Sell |
4,777
-54
| -1% | -$15.5K | 0.25% | 21 |
|
|
2020
Q1 | $1.21M | Sell |
4,831
-108
| -2% | -$29.7K | 0.24% | 18 |
|
|
2019
Q4 | $1.45M | Buy |
4,939
+284
| +6% | +$74.3K | 0.23% | 22 |
|
|
2019
Q3 | $1.01M | Hold |
4,655
| – | – | 0.17% | 26 |
|
|
2019
Q2 | $1.14M | Sell |
4,655
-21
| -0.4% | -$5.05K | 0.2% | 22 |
|
|
2019
Q1 | $1.16M | Sell |
4,676
-59
| -1% | -$15K | 0.21% | 20 |
|
|
2018
Q4 | $1.18M | Buy |
4,735
+1,075
| +29% | +$284K | 0.2% | 28 |
|
|
2018
Q3 | $974K | Hold |
3,660
| – | – | 0.15% | 34 |
|
|
2018
Q2 | $898K | Sell |
3,660
-60
| -2% | -$14.4K | 0.16% | 24 |
|
|
2018
Q1 | $796K | Sell |
3,720
-147
| -4% | -$33.6K | 0.15% | 26 |
|
|
2017
Q4 | $853K | Buy |
3,867
+359
| +10% | +$76.1K | 0.16% | 25 |
|
|
2017
Q3 | $687K | Buy |
3,508
+290
| +9% | +$56K | 0.14% | 24 |
|
|
2017
Q2 | $597K | Hold |
3,218
| – | – | 0.12% | 26 |
|
|
2017
Q1 | $528K | Buy |
3,218
+177
| +6% | +$29K | 0.11% | 34 |
|
|
2016
Q4 | $487K | Sell |
3,041
-95
| -3% | -$14.2K | 0.11% | 35 |
|
|
2016
Q3 | $439K | Hold |
3,136
| – | – | 0.11% | 45 |
|
|
2016
Q2 | $443K | Sell |
3,136
-375
| -11% | -$50K | 0.11% | 28 |
|
|
2016
Q1 | $453K | Buy |
3,511
+506
| +17% | +$59.9K | 0.12% | 37 |
|
|
2015
Q4 | $354K | Sell |
3,005
-717
| -19% | -$83.8K | 0.11% | 31 |
|
|
2015
Q3 | $432K | Buy |
3,722
+20
| +0.5% | +$2.39K | 0.14% | 25 |
|
|
2015
Q2 | $452K | Buy |
3,702
+199
| +6% | +$23.5K | 0.13% | 23 |
|
|
2015
Q1 | $414K | Buy |
3,503
+253
| +8% | +$28.1K | 0.12% | 21 |
|
|
2014
Q4 | $329K | Buy |
3,250
+37
| +1% | +$3.51K | 0.11% | 34 |
|
|
2014
Q3 | $277K | Buy |
3,213
+277
| +9% | +$23.4K | 0.1% | 52 |
|
|
2014
Q2 | $240K | Sell |
2,936
-55
| -2% | -$4.33K | 0.09% | 54 |
|
|
2014
Q1 | $245K | Buy |
+2,991
| New | +$225K | 0.1% | 53 |
|
Other funds holding UNH
VAM
First Business Financial Services's UNH Position: Q2 2026 in Review
First Business Financial Services increased its UnitedHealth (UNH) stake by 2.8% in Q2 2026, buying an estimated $7.78K and bringing the position to 771 shares worth $320K. The position accounts for 0.02% of the portfolio, ranked #157.
First Business Financial Services first reported a position in UNH in Q1 2014 and has held it in 50 quarters since. The position peaked at $2.56M in Q3 2024. 1,717 funds tracked by Wall St. Rank hold UNH as of Q2 2026.
- First Business Financial Services held 771 shares of UnitedHealth worth $320K as of Q2 2026.
- First Business Financial Services bought 21 UnitedHealth shares in Q2 2026, an estimated $7.78K.
- UnitedHealth made up 0.02% of First Business Financial Services's portfolio in Q2 2026, its #157 holding.
- First Business Financial Services first reported a position in UnitedHealth in Q1 2014 and has held it in 50 quarters since.
- First Business Financial Services's UnitedHealth position peaked at $2.56M in Q3 2024.
- 1,717 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.
Based on First Business Financial Services's 13F filing for Q2 2026, filed 28 Jul 2026.