First Nebraska 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 | $1.1M | Sell |
4,077
-12
| -0.3% | -$3.57K | 0.1% | 101 |
|
|
2025
Q4 | $1.35M | Buy |
4,089
+55
| +1% | +$18.6K | 0.12% | 94 |
|
|
2025
Q3 | $1.39M | Buy |
4,034
+20
| +0.5% | +$6.05K | 0.13% | 91 |
|
|
2025
Q2 | $1.25M | Hold |
4,014
| – | – | 0.12% | 92 |
|
|
2025
Q1 | $2.1M | Buy |
4,014
+52
| +1% | +$26.6K | 0.21% | 77 |
|
|
2024
Q4 | $2M | Hold |
3,962
| – | – | 0.19% | 81 |
|
|
2024
Q3 | $2.32M | Hold |
3,962
| – | – | 0.23% | 72 |
|
|
2024
Q2 | $2.02M | Sell |
3,962
-89
| -2% | -$43.6K | 0.21% | 80 |
|
|
2024
Q1 | $2M | Buy |
4,051
+81
| +2% | +$41.2K | 0.21% | 77 |
|
|
2023
Q4 | $2.09M | Sell |
3,970
-25
| -0.6% | -$13.3K | 0.24% | 73 |
|
|
2023
Q3 | $2.01M | Buy |
3,995
+62
| +2% | +$30.5K | 0.25% | 73 |
|
|
2023
Q2 | $1.89M | Buy |
3,933
+8
| +0.2% | +$3.91K | 0.23% | 74 |
|
|
2023
Q1 | $1.85M | Hold |
3,925
| – | – | 0.23% | 72 |
|
|
2022
Q4 | $2.08M | Buy |
3,925
+20
| +0.5% | +$10.6K | 0.27% | 68 |
|
|
2022
Q3 | $1.97M | Hold |
3,905
| – | – | 0.28% | 64 |
|
|
2022
Q2 | $2.01M | Sell |
3,905
-5
| -0.1% | -$2.51K | 0.26% | 71 |
|
|
2022
Q1 | $1.99M | Hold |
3,910
| – | – | 0.24% | 72 |
|
|
2021
Q4 | $1.96M | Buy |
3,910
+5
| +0.1% | +$2.26K | 0.24% | 67 |
|
|
2021
Q3 | $1.53M | Buy |
3,905
+350
| +10% | +$145K | 0.2% | 73 |
|
|
2021
Q2 | $1.42M | Hold |
3,555
| – | – | 0.19% | 73 |
|
|
2021
Q1 | $1.32M | Buy |
3,555
+25
| +0.7% | +$8.66K | 0.18% | 72 |
|
|
2020
Q4 | $1.24M | Hold |
3,530
| – | – | 0.18% | 71 |
|
|
2020
Q3 | $1.1M | Sell |
3,530
-7
| -0.2% | -$2.15K | 0.19% | 72 |
|
|
2020
Q2 | $1.04M | Buy |
3,537
+57
| +2% | +$16.3K | 0.19% | 71 |
|
|
2020
Q1 | $868K | Hold |
3,480
| – | – | 0.19% | 68 |
|
|
2019
Q4 | $1.02M | Hold |
3,480
| – | – | 0.17% | 69 |
|
|
2019
Q3 | $756K | Sell |
3,480
-13
| -0.4% | -$3.14K | 0.13% | 77 |
|
|
2019
Q2 | $852K | Sell |
3,493
-630
| -15% | -$152K | 0.15% | 72 |
|
|
2019
Q1 | $1.02M | Hold |
4,123
| – | – | 0.18% | 69 |
|
|
2018
Q4 | $1.03M | Hold |
4,123
| – | – | 0.21% | 63 |
|
|
2018
Q3 | $1.1M | Hold |
4,123
| – | – | 0.19% | 70 |
|
|
2018
Q2 | $1.01M | Hold |
4,123
| – | – | 0.22% | 72 |
|
|
2018
Q1 | $882K | Sell |
4,123
-9
| -0.2% | -$2.06K | 0.18% | 72 |
|
|
2017
Q4 | $911K | Buy |
4,132
+7
| +0.2% | +$1.48K | 0.19% | 67 |
|
|
2017
Q3 | $808K | Hold |
4,125
| – | – | 0.18% | 72 |
|
|
2017
Q2 | $765K | Buy |
4,125
+840
| +26% | +$147K | 0.17% | 70 |
|
|
2017
Q1 | $539K | Buy |
+3,285
| New | +$538K | 0.12% | 75 |
|
Other funds holding UNH
VCM
VPM
First Nebraska Trust's UNH Position: Q1 2026 in Review
First Nebraska Trust reduced its UnitedHealth (UNH) stake by 0.29% in Q1 2026, selling an estimated $3.57K and leaving 4,077 shares worth $1.1M. The position accounts for 0.1% of the portfolio, ranked #101.
First Nebraska Trust first reported a position in UNH in Q1 2017 and has held it in 37 quarters since. The position peaked at $2.32M in Q3 2024. 3,020 funds tracked by Wall St. Rank hold UNH as of Q1 2026.
- First Nebraska Trust held 4,077 shares of UnitedHealth worth $1.1M as of Q1 2026.
- First Nebraska Trust sold 12 UnitedHealth shares in Q1 2026, an estimated $3.57K.
- UnitedHealth made up 0.1% of First Nebraska Trust's portfolio in Q1 2026, its #101 holding.
- First Nebraska Trust first reported a position in UnitedHealth in Q1 2017 and has held it in 37 quarters since.
- First Nebraska Trust's UnitedHealth position peaked at $2.32M in Q3 2024.
- 3,020 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.
Based on First Nebraska Trust's 13F filing for Q1 2026, filed 1 Jun 2026.