First National Trust’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $11.1M | Buy |
40,940
+7,864
| +24% | +$2.34M | 0.38% | 65 |
|
|
2025
Q4 | $10.9M | Sell |
33,076
-1,158
| -3% | -$392K | 0.36% | 62 |
|
|
2025
Q3 | $11.8M | Sell |
34,234
-4,079
| -11% | -$1.23M | 0.4% | 59 |
|
|
2025
Q2 | $12M | Sell |
38,313
-364
| -0.9% | -$139K | 0.45% | 57 |
|
|
2025
Q1 | $20.3M | Sell |
38,677
-1,735
| -4% | -$887K | 0.82% | 30 |
|
|
2024
Q4 | $20.4M | Sell |
40,412
-501
| -1% | -$285K | 0.77% | 30 |
|
|
2024
Q3 | $23.9M | Sell |
40,913
-864
| -2% | -$489K | 0.92% | 26 |
|
|
2024
Q2 | $21.3M | Sell |
41,777
-1,366
| -3% | -$670K | 0.88% | 28 |
|
|
2024
Q1 | $21.3M | Sell |
43,143
-1,051
| -2% | -$534K | 0.87% | 31 |
|
|
2023
Q4 | $23.3M | Sell |
44,194
-4,206
| -9% | -$2.24M | 1.02% | 18 |
|
|
2023
Q3 | $24.4M | Sell |
48,400
-747
| -2% | -$368K | 1.16% | 18 |
|
|
2023
Q2 | $23.6M | Sell |
49,147
-2,314
| -4% | -$1.13M | 1.09% | 18 |
|
|
2023
Q1 | $24.3M | Sell |
51,461
-532
| -1% | -$257K | 1.29% | 16 |
|
|
2022
Q4 | $27.6M | Buy |
51,993
+28
| +0.1% | +$14.8K | 1.46% | 14 |
|
|
2022
Q3 | $26.2M | Sell |
51,965
-1,242
| -2% | -$653K | 1.53% | 15 |
|
|
2022
Q2 | $27.3M | Sell |
53,207
-9,183
| -15% | -$4.61M | 1.54% | 14 |
|
|
2022
Q1 | $31.8M | Buy |
62,390
+2,857
| +5% | +$1.38M | 1.65% | 9 |
|
|
2021
Q4 | $29.9M | Buy |
59,533
+3,291
| +6% | +$1.49M | 1.57% | 9 |
|
|
2021
Q3 | $22M | Buy |
56,242
+1,599
| +3% | +$662K | 1.31% | 12 |
|
|
2021
Q2 | $21.9M | Buy |
54,643
+870
| +2% | +$347K | 1.33% | 13 |
|
|
2021
Q1 | $20M | Buy |
53,773
+3,140
| +6% | +$1.09M | 1.31% | 14 |
|
|
2020
Q4 | $17.8M | Buy |
50,633
+2,354
| +5% | +$789K | 1.23% | 14 |
|
|
2020
Q3 | $15.1M | Buy |
48,279
+5,441
| +13% | +$1.67M | 1.17% | 15 |
|
|
2020
Q2 | $12.6M | Buy |
42,838
+2,153
| +5% | +$617K | 1.07% | 22 |
|
|
2020
Q1 | $10.1M | Buy |
40,685
+1,329
| +3% | +$366K | 1.01% | 24 |
|
|
2019
Q4 | $11.6M | Buy |
39,356
+1,071
| +3% | +$280K | 0.94% | 28 |
|
|
2019
Q3 | $8.32M | Buy |
38,285
+766
| +2% | +$185K | 0.75% | 39 |
|
|
2019
Q2 | $9.15M | Sell |
37,519
-1,751
| -4% | -$421K | 0.85% | 33 |
|
|
2019
Q1 | $9.71M | Sell |
39,270
-175
| -0.4% | -$44.6K | 0.97% | 25 |
|
|
2018
Q4 | $9.83M | Buy |
39,445
+3,190
| +9% | +$843K | 1.1% | 20 |
|
|
2018
Q3 | $9.64M | Buy |
36,255
+851
| +2% | +$221K | 0.98% | 25 |
|
|
2018
Q2 | $8.69M | Sell |
35,404
-678
| -2% | -$163K | 0.96% | 24 |
|
|
2018
Q1 | $7.72M | Sell |
36,082
-5,765
| -14% | -$1.32M | 0.88% | 27 |
|
|
2017
Q4 | $9.22M | Buy |
41,847
+4,371
| +12% | +$926K | 1.01% | 23 |
|
|
2017
Q3 | $7.34M | Buy |
37,476
+3,187
| +9% | +$616K | 0.85% | 31 |
|
|
2017
Q2 | $6.36M | Buy |
34,289
+2,267
| +7% | +$398K | 0.78% | 32 |
|
|
2017
Q1 | $5.25M | Buy |
32,022
+9,837
| +44% | +$1.61M | 0.68% | 38 |
|
|
2016
Q4 | $3.55M | Buy |
22,185
+3,276
| +17% | +$489K | 0.5% | 54 |
|
|
2016
Q3 | $2.65M | Buy |
18,909
+5,025
| +36% | +$704K | 0.4% | 71 |
|
|
2016
Q2 | $1.96M | Buy |
13,884
+3,072
| +28% | +$410K | 0.3% | 99 |
|
|
2016
Q1 | $1.39M | Buy |
10,812
+1,640
| +18% | +$194K | 0.21% | 131 |
|
|
2015
Q4 | $1.08M | Sell |
9,172
-48
| -0.5% | -$5.61K | 0.17% | 142 |
|
|
2015
Q3 | $1.07M | Buy |
9,220
+369
| +4% | +$44.2K | 0.18% | 141 |
|
|
2015
Q2 | $1.08M | Sell |
8,851
-158
| -2% | -$18.7K | 0.17% | 145 |
|
|
2015
Q1 | $1.07M | Buy |
9,009
+473
| +6% | +$52.5K | 0.18% | 142 |
|
|
2014
Q4 | $863K | Sell |
8,536
-590
| -6% | -$55.9K | 0.15% | 142 |
|
|
2014
Q3 | $787K | Sell |
9,126
-618
| -6% | -$52.2K | 0.15% | 143 |
|
|
2014
Q2 | $797K | Sell |
9,744
-30
| -0.3% | -$2.36K | 0.15% | 136 |
|
|
2014
Q1 | $801K | Buy |
9,774
+246
| +3% | +$18.5K | 0.14% | 133 |
|
|
2013
Q4 | $717K | Buy |
9,528
+274
| +3% | +$19.7K | 0.13% | 135 |
|
|
2013
Q3 | $663K | Buy |
9,254
+515
| +6% | +$36.9K | 0.13% | 140 |
|
|
2013
Q2 | $572K | Buy |
+8,739
| New | +$544K | 0.12% | 151 |
|
Other funds holding UNH
VCM
VPM
First National Trust's UNH Position: Q1 2026 in Review
First National Trust increased its UnitedHealth (UNH) stake by 24% in Q1 2026, buying an estimated $2.34M and bringing the position to 40,940 shares worth $11.1M. The position accounts for 0.38% of the portfolio, ranked #65.
First National Trust first reported a position in UNH in Q2 2013 and has held it in 52 quarters since. The position peaked at $31.8M in Q1 2022. 3,019 funds tracked by Wall St. Rank hold UNH as of Q1 2026.
- First National Trust held 40,940 shares of UnitedHealth worth $11.1M as of Q1 2026.
- First National Trust bought 7,864 UnitedHealth shares in Q1 2026, an estimated $2.34M.
- UnitedHealth made up 0.38% of First National Trust's portfolio in Q1 2026, its #65 holding.
- First National Trust first reported a position in UnitedHealth in Q2 2013 and has held it in 52 quarters since.
- First National Trust's UnitedHealth position peaked at $31.8M in Q1 2022.
- 3,019 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.
Based on First National Trust's 13F filing for Q1 2026, filed 7 May 2026.