First County Bank’s UnitedHealth UNH Stock Holding History

First County 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
2025 Q4	–	Sell	-744	Closed	-$257K	–	177
2025 Q3	$257K	Buy	+744	New	+$225K	0.13%	146
2025 Q2	–	Sell	-754	Closed	-$395K	–	173
2025 Q1	$395K	Sell	754 -1,651	-69%	-$844K	0.22%	112
2024 Q4	$1.22M	Sell	2,405 -255	-10%	-$145K	0.68%	42
2024 Q3	$1.56M	Buy	2,660 +213	+9%	+$120K	0.77%	37
2024 Q2	$1.25M	Sell	2,447 -236	-9%	-$116K	0.64%	45
2024 Q1	$1.33M	Sell	2,683 -411	-13%	-$209K	0.65%	49
2023 Q4	$1.63M	Sell	3,094 -43	-1%	-$22.9K	0.79%	39
2023 Q3	$1.58M	Buy	3,137 +98	+3%	+$48.2K	0.82%	37
2023 Q2	$1.46M	Sell	3,039 -95	-3%	-$46.5K	0.71%	47
2023 Q1	$1.48M	Buy	3,134 +330	+12%	+$159K	0.73%	40
2022 Q4	$1.49M	Buy	+2,804	New	+$1.49M	0.71%	42

Other funds holding UNH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

First County Bank's UNH Position: Q4 2025 in Review

First County Bank sold out of UnitedHealth (UNH) in Q4 2025, closing a stake of 744 shares — an estimated $257K sold.

First County Bank first reported a position in UNH in Q4 2022 and held it in 11 quarters. The position peaked at $1.63M in Q4 2023. 3,295 funds tracked by Wall St. Rank hold UNH as of Q4 2025.

First County Bank reported no remaining UnitedHealth position as of Q4 2025 after selling out during the quarter.
First County Bank sold 744 UnitedHealth shares in Q4 2025, an estimated $257K.
First County Bank first reported a position in UnitedHealth in Q4 2022 and held it in 11 quarters.
First County Bank's UnitedHealth position peaked at $1.63M in Q4 2023.
3,295 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2025.

Based on First County Bank's 13F filing for Q4 2025, filed 14 Jan 2026.