HBT
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Heartland Bank & Trust’s UnitedHealth UNH Stock Holding History

Heartland 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 		$1.5M Sell
3,597
-50
-1% -$18.5K 0.31% 51
2026
Q1 		$987K Buy
3,647
+2,667
+272% +$794K 0.22% 73
2025
Q4 		$324K Sell
980
-2,611
-73% -$885K 0.14% 125
2025
Q3 		$1.24M Sell
3,591
-76
-2% -$23K 0.51% 39
2025
Q2 		$1.14M Sell
3,667
-100
-3% -$38.2K 0.54% 37
2025
Q1 		$1.97M Buy
3,767
+558
+17% +$285K 1.01% 20
2024
Q4 		$1.62M Buy
3,209
+539
+20% +$306K 0.88% 22
2024
Q3 		$1.56M Buy
2,670
+103
+4% +$58.3K 0.84% 21
2024
Q2 		$1.31M Sell
2,567
-966
-27% -$473K 0.74% 21
2024
Q1 		$1.75M Sell
3,533
-21
-0.6% -$10.7K 1.02% 18
2023
Q4 		$1.87M Buy
3,554
+829
+30% +$442K 1.29% 14
2023
Q3 		$1.37M Buy
2,725
+437
+19% +$215K 1.08% 19
2023
Q2 		$1.1M Sell
2,288
-177
-7% -$86.5K 0.86% 28
2023
Q1 		$1.16M Sell
2,465
-3,585
-59% -$1.73M 0.88% 26
2022
Q4 		$3.21M Sell
6,050
-325
-5% -$172K 2.37% 7
2022
Q3 		$3.22M Buy
6,375
+1,870
+42% +$983K 3.08% 5
2022
Q2 		$2.31M Buy
4,505
+134
+3% +$67.3K 2.05% 6
2022
Q1 		$2.23M Buy
4,371
+1,563
+56% +$754K 1.69% 7
2021
Q4 		$1.41M Sell
2,808
-3,929
-58% -$1.78M 1.04% 22
2021
Q3 		$2.63M Buy
6,737
+167
+3% +$69.2K 2.27% 7
2021
Q2 		$2.63M Buy
6,570
+2,382
+57% +$950K 2.42% 8
2021
Q1 		$1.56M Sell
4,188
-4,796
-53% -$1.66M 1.42% 17
2020
Q4 		$3.15M Buy
+8,984
New +$3.01M 2.8% 6

Other funds holding UNH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

Heartland Bank & Trust reduced its UnitedHealth (UNH) stake by 1.4% in Q2 2026, selling an estimated $18.5K and leaving 3,597 shares worth $1.5M. The position accounts for 0.31% of the portfolio, ranked #51.

Heartland Bank & Trust first reported a position in UNH in Q4 2020 and has held it in 23 quarters since. The position peaked at $3.22M in Q3 2022. 3,389 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Heartland Bank & Trust held 3,597 shares of UnitedHealth worth $1.5M as of Q2 2026.
  • Heartland Bank & Trust sold 50 UnitedHealth shares in Q2 2026, an estimated $18.5K.
  • UnitedHealth made up 0.31% of Heartland Bank & Trust's portfolio in Q2 2026, its #51 holding.
  • Heartland Bank & Trust first reported a position in UnitedHealth in Q4 2020 and has held it in 23 quarters since.
  • Heartland Bank & Trust's UnitedHealth position peaked at $3.22M in Q3 2022.
  • 3,389 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Heartland Bank & Trust's 13F filing for Q2 2026, filed 12 Aug 2026.