FNBOMD
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First National Bank of Mount Dora’s UnitedHealth UNH Stock Holding History

First National Bank of Mount Dora’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
Q2 		– Sell
-2,959
Closed -$1.55M – 132
2025
Q1 		$1.55M Sell
2,959
-5,460
-65% -$2.79M 0.38% 58
2024
Q4 		$4.26M Sell
8,419
-88
-1% -$50K 1% 41
2024
Q3 		$4.97M Sell
8,507
-679
-7% -$384K 1.13% 38
2024
Q2 		$4.68M Sell
9,186
-706
-7% -$346K 1.13% 33
2024
Q1 		$4.89M Buy
9,892
+67
+0.7% +$34.1K 1.19% 33
2023
Q4 		$5.17M Sell
9,825
-64
-0.6% -$34.1K 1.38% 29
2023
Q3 		$4.99M Sell
9,889
-40
-0.4% -$19.7K 1.47% 23
2023
Q2 		$4.77M Sell
9,929
-112
-1% -$54.8K 1.36% 31
2023
Q1 		$4.75M Buy
10,041
+596
+6% +$288K 1.44% 30
2022
Q4 		$5.01M Sell
9,445
-263
-3% -$139K 1.65% 21
2022
Q3 		$4.9M Sell
9,708
-239
-2% -$126K 1.74% 20
2022
Q2 		$5.11M Sell
9,947
-641
-6% -$322K 1.76% 21
2022
Q1 		$5.4M Sell
10,588
-5,621
-35% -$2.71M 1.63% 21
2021
Q4 		$8.14M Buy
16,209
+422
+3% +$191K 2.4% 8
2021
Q3 		$6.17M Buy
15,787
+4,286
+37% +$1.78M 2.03% 13
2021
Q2 		$4.61M Buy
11,501
+134
+1% +$53.4K 1.51% 29
2021
Q1 		$4.23M Sell
11,367
-1,350
-11% -$468K 1.47% 31
2020
Q4 		$4.46M Buy
12,717
+169
+1% +$56.6K 1.61% 25
2020
Q3 		$3.91M Buy
12,548
+714
+6% +$219K 1.62% 25
2020
Q2 		$3.49M Sell
11,834
-5,172
-30% -$1.48M 1.59% 22
2020
Q1 		$4.24M Buy
17,006
+4,945
+41% +$1.36M 2.24% 14
2019
Q4 		$3.55M Sell
12,061
-30
-0.2% -$7.85K 1.49% 36
2019
Q3 		$2.63M Sell
12,091
-1,435
-11% -$346K 1.2% 39
2019
Q2 		$3.3M Buy
13,526
+1,325
+11% +$319K 1.52% 34
2019
Q1 		$3.02M Buy
12,201
+4,616
+61% +$1.18M 1.33% 39
2018
Q4 		$1.89M Buy
7,585
+602
+9% +$159K 0.94% 43
2018
Q3 		$1.86M Buy
+6,983
New +$1.82M 0.8% 45

Other funds holding UNH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

First National Bank of Mount Dora's UNH Position: Q2 2025 in Review

First National Bank of Mount Dora sold out of UnitedHealth (UNH) in Q2 2025, closing a stake of 2,959 shares — an estimated $1.55M sold.

First National Bank of Mount Dora first reported a position in UNH in Q3 2018 and held it in 27 quarters. The position peaked at $8.14M in Q4 2021. 3,178 funds tracked by Wall St. Rank hold UNH as of Q2 2025.

  • First National Bank of Mount Dora reported no remaining UnitedHealth position as of Q2 2025 after selling out during the quarter.
  • First National Bank of Mount Dora sold 2,959 UnitedHealth shares in Q2 2025, an estimated $1.55M.
  • First National Bank of Mount Dora first reported a position in UnitedHealth in Q3 2018 and held it in 27 quarters.
  • First National Bank of Mount Dora's UnitedHealth position peaked at $8.14M in Q4 2021.
  • 3,178 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2025.

Based on First National Bank of Mount Dora's 13F filing for Q2 2025, filed 29 Jul 2025.