Hills Bank & Trust’s UnitedHealth UNH Stock Holding History

Hills 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 Q1	$241K	Buy	889 +151	+20%	+$45K	0.01%	273
2025 Q4	$244K	Buy	+738	New	+$250K	0.01%	258
2025 Q2	–	Sell	-278	Closed	-$146K	–	316
2025 Q1	$146K	Buy	278 +5	+2%	+$2.56K	0.01%	274
2024 Q4	$138K	Buy	273 +14	+5%	+$7.96K	0.01%	278
2024 Q3	$151K	Buy	259 +12	+5%	+$6.79K	0.01%	272
2024 Q2	$126K	Buy	+247	New	+$121K	0.01%	272
2024 Q1	–	Sell	-280	Closed	-$147K	–	286
2023 Q4	$147K	Hold	280	–	–	0.01%	245
2023 Q3	$141K	Hold	280	–	–	0.02%	235
2023 Q2	$135K	Hold	280	–	–	0.02%	231
2023 Q1	$132K	Sell	280 -22	-7%	-$10.6K	0.02%	234
2022 Q4	$160K	Buy	302 +15	+5%	+$7.95K	0.02%	220
2022 Q3	$145K	Sell	287 -95	-25%	-$50K	0.02%	218
2022 Q2	$196K	Sell	382 -6	-2%	-$3.01K	0.03%	196
2022 Q1	$198K	Hold	388	–	–	0.03%	206
2021 Q4	$195K	Hold	388	–	–	0.03%	212
2021 Q3	$152K	Hold	388	–	–	0.02%	221
2021 Q2	$155K	Sell	388 -98	-20%	-$39.1K	0.02%	217
2021 Q1	$181K	Sell	486 -1	-0.2%	-$347	0.03%	202
2020 Q4	$171K	Buy	487 +4	+0.8%	+$1.34K	0.03%	198
2020 Q3	$151K	Hold	483	–	–	0.03%	200
2020 Q2	$142K	Buy	+483	New	+$138K	0.03%	202

Other funds holding UNH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Hills Bank & Trust's UNH Position: Q1 2026 in Review

Hills Bank & Trust increased its UnitedHealth (UNH) stake by 20% in Q1 2026, buying an estimated $45K and bringing the position to 889 shares worth $241K. The position accounts for 0.01% of the portfolio, ranked #273.

Hills Bank & Trust first reported a position in UNH in Q2 2020 and has held it in 21 quarters since. The position peaked at $244K in Q4 2025. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Hills Bank & Trust held 889 shares of UnitedHealth worth $241K as of Q1 2026.
Hills Bank & Trust bought 151 UnitedHealth shares in Q1 2026, an estimated $45K.
UnitedHealth made up 0.01% of Hills Bank & Trust's portfolio in Q1 2026, its #273 holding.
Hills Bank & Trust first reported a position in UnitedHealth in Q2 2020 and has held it in 21 quarters since.
Hills Bank & Trust's UnitedHealth position peaked at $244K in Q4 2025.
3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Hills Bank & Trust's 13F filing for Q1 2026, filed 1 May 2026.