First Western Trust Bank’s UnitedHealth UNH Stock Holding History

First Western Trust 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
2026 Q2	$484K	Buy	1,165 +155	+15%	+$57.5K	0.02%	140
2026 Q1	$273K	Sell	1,010 -335	-25%	-$99.8K	0.01%	176
2025 Q4	$444K	Buy	1,345 +33	+3%	+$11.2K	0.02%	133
2025 Q3	$453K	Buy	1,312 +11	+0.8%	+$3.33K	0.02%	127
2025 Q2	$406K	Buy	1,301 +14	+1%	+$5.35K	0.02%	134
2025 Q1	$674K	Sell	1,287 -13	-1%	-$6.65K	0.03%	103
2024 Q4	$658K	Buy	1,300 +18	+1%	+$10.2K	0.03%	110
2024 Q3	$750K	Sell	1,282 -47	-4%	-$26.6K	0.03%	102
2024 Q2	$677K	Buy	1,329 +1	+0.1%	+$490	0.03%	106
2024 Q1	$657K	Sell	1,328 -53	-4%	-$26.9K	0.03%	113
2023 Q4	$727K	Sell	1,381 -24	-2%	-$12.8K	0.04%	103
2023 Q3	$708K	Sell	1,405 -305	-18%	-$150K	0.04%	103
2023 Q2	$822K	Sell	1,710 -11	-0.6%	-$5.38K	0.04%	101
2023 Q1	$813K	Sell	1,721 -25	-1%	-$12.1K	0.04%	102
2022 Q4	$926K	Buy	1,746 +135	+8%	+$71.5K	0.05%	92
2022 Q3	$814K	Sell	1,611 -55	-3%	-$28.9K	0.05%	90
2022 Q2	$859K	Sell	1,666 -15	-0.9%	-$7.53K	0.06%	91
2022 Q1	$875K	Buy	+1,681	New	+$811K	0.05%	97

Other funds holding UNH

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

First Western Trust Bank increased its UnitedHealth (UNH) stake by 15% in Q2 2026, buying an estimated $57.5K and bringing the position to 1,165 shares worth $484K. The position accounts for 0.02% of the portfolio, ranked #140.

First Western Trust Bank first reported a position in UNH in Q1 2022 and has held it in 18 quarters since. The position peaked at $926K in Q4 2022. 1,493 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

First Western Trust Bank held 1,165 shares of UnitedHealth worth $484K as of Q2 2026.
First Western Trust Bank bought 155 UnitedHealth shares in Q2 2026, an estimated $57.5K.
UnitedHealth made up 0.02% of First Western Trust Bank's portfolio in Q2 2026, its #140 holding.
First Western Trust Bank first reported a position in UnitedHealth in Q1 2022 and has held it in 18 quarters since.
First Western Trust Bank's UnitedHealth position peaked at $926K in Q4 2022.
1,493 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on First Western Trust Bank's 13F filing for Q2 2026, filed 29 Jul 2026.