First Citizens Financial Corp’s UnitedHealth UNH Stock Holding History

First Citizens Financial Corp’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	$213K	Buy	+513	New	+$190K	0.09%	135
2025 Q2	–	Sell	-595	Closed	-$312K	–	131
2025 Q1	$312K	Buy	595 +49	+9%	+$25K	0.18%	95
2024 Q4	$276K	Sell	546 -3	-0.5%	-$1.71K	0.15%	96
2024 Q3	$321K	Buy	549 +12	+2%	+$6.79K	0.17%	88
2024 Q2	$273K	Sell	537 -7	-1%	-$3.43K	0.16%	93
2024 Q1	$269K	Buy	544 +19	+4%	+$9.66K	0.16%	97
2023 Q4	$276K	Hold	525	–	–	0.18%	93
2023 Q3	$265K	Hold	525	–	–	0.19%	91
2023 Q2	$252K	Buy	+525	New	+$257K	0.17%	95
2022 Q4	$278K	Hold	525	–	–	0.24%	79
2022 Q3	$265K	Sell	525 -20	-4%	-$10.5K	0.26%	74
2022 Q2	$280K	Hold	545	–	–	0.25%	76
2022 Q1	$278K	Hold	545	–	–	0.21%	86
2021 Q4	$274K	Sell	545 -33	-6%	-$14.9K	0.2%	87
2021 Q3	$226K	Sell	578 -545	-49%	-$226K	0.18%	94
2021 Q2	$450K	Hold	1,123	–	–	0.34%	59
2021 Q1	$418K	Sell	1,123 -48	-4%	-$16.6K	0.34%	62
2020 Q4	$411K	Hold	1,171	–	–	0.36%	59
2020 Q3	$365K	Hold	1,171	–	–	0.36%	57
2020 Q2	$345K	Buy	+1,171	New	+$336K	0.36%	56

Other funds holding UNH

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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

First Citizens Financial Corp's UNH Position: Q2 2026 in Review

First Citizens Financial Corp opened a new position in UnitedHealth (UNH) in Q2 2026: 513 shares worth $213K. The stake represents 0.09% of the portfolio and ranks #135 among its holdings. This is a return to the name: First Citizens Financial Corp previously reported a position in UNH as recently as Q1 2025.

First Citizens Financial Corp first reported a position in UNH in Q2 2020 and has held it in 20 quarters since. The position peaked at $450K in Q2 2021. 1,542 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

First Citizens Financial Corp held 513 shares of UnitedHealth worth $213K as of Q2 2026.
UnitedHealth was a new First Citizens Financial Corp position in Q2 2026.
UnitedHealth made up 0.09% of First Citizens Financial Corp's portfolio in Q2 2026, its #135 holding.
First Citizens Financial Corp first reported a position in UnitedHealth in Q2 2020 and has held it in 20 quarters since.
First Citizens Financial Corp's UnitedHealth position peaked at $450K in Q2 2021.
1,542 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on First Citizens Financial Corp's 13F filing for Q2 2026, filed 7 Jul 2026.