First Community Trust’s UnitedHealth UNH Stock Holding History

First Community 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 Q3	$188K	Buy	513 +105	+26%	+$42.3K	0.06%	101
2026 Q2	$170K	Hold	408	–	–	0.08%	90
2026 Q1	$110K	Hold	408	–	–	0.08%	109
2025 Q4	$135K	Buy	408 +35	+9%	+$11.9K	0.1%	97
2025 Q3	$129K	Hold	373	–	–	0.1%	103
2025 Q2	$116K	Hold	373	–	–	0.09%	108
2025 Q1	$195K	Hold	373	–	–	0.17%	79
2024 Q4	$189K	Hold	373	–	–	0.13%	82
2024 Q3	$218K	Sell	373 -15	-4%	-$8.48K	0.18%	74
2024 Q2	$198K	Buy	388 +68	+21%	+$33.3K	0.17%	77
2024 Q1	$158K	Sell	320 -6	-2%	-$3.05K	0.15%	85
2023 Q4	$172K	Sell	326 -575	-64%	-$307K	0.19%	75
2023 Q3	$454K	Sell	901 -60	-6%	-$29.5K	0.52%	41
2023 Q2	$462K	Sell	961 -30	-3%	-$14.7K	0.52%	39
2023 Q1	$468K	Buy	991 +156	+19%	+$75.3K	0.55%	41
2022 Q4	$443K	Sell	835 -11	-1%	-$5.83K	0.52%	45
2022 Q3	$427K	Sell	846 -25	-3%	-$13.1K	0.58%	40
2022 Q2	$447K	Sell	871 -33	-4%	-$16.6K	0.53%	43
2022 Q1	$461K	Buy	904 +133	+17%	+$64.1K	0.44%	48
2021 Q4	$387K	Buy	+771	New	+$349K	0.32%	57

Other funds holding UNH

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

BTCPP

Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

QPBE

Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return

AMBIA

Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $673M AUM 20.03% 1-Year Est. Return

VCM

Violich Capital Management San Francisco, California $927M AUM 28.93% 1-Year Est. Return

TFA

Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

First Community Trust's UNH Position: Q3 2026 in Review

First Community Trust increased its UnitedHealth (UNH) stake by 26% in Q3 2026, buying an estimated $42.3K and bringing the position to 513 shares worth $188K. The position accounts for 0.06% of the portfolio, ranked #101.

First Community Trust first reported a position in UNH in Q4 2021 and has held it in 20 quarters since. The position peaked at $468K in Q1 2023. 169 funds tracked by Wall St. Rank hold UNH as of Q3 2026.

First Community Trust held 513 shares of UnitedHealth worth $188K as of Q3 2026.
First Community Trust bought 105 UnitedHealth shares in Q3 2026, an estimated $42.3K.
UnitedHealth made up 0.06% of First Community Trust's portfolio in Q3 2026, its #101 holding.
First Community Trust first reported a position in UnitedHealth in Q4 2021 and has held it in 20 quarters since.
First Community Trust's UnitedHealth position peaked at $468K in Q1 2023.
169 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2026.

Based on First Community Trust's 13F filing for Q3 2026, filed 7 Oct 2026.