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First United Bank & Trust’s UnitedHealth UNH Stock Holding History

First United Bank & 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
Q2 		$246K Buy
593
+19
+3% +$7.04K 0.07% 147
2026
Q1 		$155K Sell
574
-12
-2% -$3.57K 0.05% 159
2025
Q4 		$193K Sell
586
-26
-4% -$8.81K 0.06% 150
2025
Q3 		$211K Sell
612
-96
-14% -$29K 0.07% 151
2025
Q2 		$221K Sell
708
-10
-1% -$3.82K 0.08% 143
2025
Q1 		$376K Sell
718
-2
-0.3% -$1.02K 0.14% 108
2024
Q4 		$364K Sell
720
-10
-1% -$5.68K 0.13% 110
2024
Q3 		$427K Sell
730
-135
-16% -$76.4K 0.15% 108
2024
Q2 		$441K Hold
865
– – 0.16% 104
2024
Q1 		$428K Hold
865
– – 0.16% 108
2023
Q4 		$455K Hold
865
– – 0.18% 107
2023
Q3 		$436K Sell
865
-13
-1% -$6.4K 0.2% 103
2023
Q2 		$422K Buy
878
+6
+0.7% +$2.93K 0.19% 105
2023
Q1 		$412K Sell
872
-58
-6% -$28K 0.19% 108
2022
Q4 		$493K Sell
930
-48
-5% -$25.4K 0.24% 94
2022
Q3 		$494K Sell
978
-5
-0.5% -$2.63K 0.25% 94
2022
Q2 		$505K Buy
983
+45
+5% +$22.6K 0.23% 97
2022
Q1 		$478K Sell
938
-31
-3% -$15K 0.19% 108
2021
Q4 		$487K Hold
969
– – 0.18% 109
2021
Q3 		$379K Buy
969
+25
+3% +$10.4K 0.15% 119
2021
Q2 		$378K Sell
944
-19
-2% -$7.58K 0.16% 116
2021
Q1 		$358K Buy
963
+150
+18% +$52K 0.15% 114
2020
Q4 		$285K Sell
813
-7
-0.9% -$2.35K 0.14% 113
2020
Q3 		$256K Hold
820
– – 0.14% 106
2020
Q2 		$242K Hold
820
– – 0.14% 108
2020
Q1 		$204K Hold
820
– – 0.15% 108
2019
Q4 		$241K Buy
+820
New +$215K 0.14% 117
2018
Q4 		– Sell
-760
Closed -$202K – 127
2018
Q3 		$202K Buy
+760
New +$198K 0.13% 119

Other funds holding UNH

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

First United Bank & Trust's UNH Position: Q2 2026 in Review

First United Bank & Trust increased its UnitedHealth (UNH) stake by 3.3% in Q2 2026, buying an estimated $7.04K and bringing the position to 593 shares worth $246K. The position accounts for 0.07% of the portfolio, ranked #147.

First United Bank & Trust first reported a position in UNH in Q3 2018 and has held it in 28 quarters since. The position peaked at $505K in Q2 2022. 1,059 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • First United Bank & Trust held 593 shares of UnitedHealth worth $246K as of Q2 2026.
  • First United Bank & Trust bought 19 UnitedHealth shares in Q2 2026, an estimated $7.04K.
  • UnitedHealth made up 0.07% of First United Bank & Trust's portfolio in Q2 2026, its #147 holding.
  • First United Bank & Trust first reported a position in UnitedHealth in Q3 2018 and has held it in 28 quarters since.
  • First United Bank & Trust's UnitedHealth position peaked at $505K in Q2 2022.
  • 1,059 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on First United Bank & Trust's 13F filing for Q2 2026, filed 20 Jul 2026.