Independence Bank of Kentucky’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.84M | Sell |
6,828
-349
| -5% | -$129K | 0.32% | 66 |
|
|
2026
Q1 | $1.94M | Sell |
7,177
-1,264
| -15% | -$376K | 0.25% | 85 |
|
|
2025
Q4 | $2.79M | Buy |
8,441
+501
| +6% | +$170K | 0.35% | 63 |
|
|
2025
Q3 | $2.74M | Buy |
7,940
+274
| +4% | +$82.9K | 0.35% | 62 |
|
|
2025
Q2 | $2.39M | Sell |
7,666
-644
| -8% | -$246K | 0.34% | 64 |
|
|
2025
Q1 | $4.35M | Sell |
8,310
-2,365
| -22% | -$1.21M | 0.68% | 31 |
|
|
2024
Q4 | $5.4M | Buy |
10,675
+81
| +0.8% | +$46K | 0.83% | 22 |
|
|
2024
Q3 | $6.19M | Buy |
10,594
+2,701
| +34% | +$1.53M | 1.33% | 14 |
|
|
2024
Q2 | $4.02M | Buy |
7,893
+1,626
| +26% | +$797K | 1.07% | 20 |
|
|
2024
Q1 | $3.1M | Buy |
6,267
+1,353
| +28% | +$688K | 0.93% | 22 |
|
|
2023
Q4 | $2.59M | Buy |
4,914
+1,006
| +26% | +$537K | 0.91% | 24 |
|
|
2023
Q3 | $1.97M | Buy |
3,908
+507
| +15% | +$250K | 0.83% | 30 |
|
|
2023
Q2 | $1.63M | Buy |
3,401
+520
| +18% | +$254K | 0.66% | 46 |
|
|
2023
Q1 | $1.36M | Buy |
2,881
+1,145
| +66% | +$553K | 0.59% | 52 |
|
|
2022
Q4 | $920K | Buy |
1,736
+273
| +19% | +$145K | 0.41% | 72 |
|
|
2022
Q3 | $739K | Hold |
1,463
| – | – | 0.36% | 78 |
|
|
2022
Q2 | $751K | Sell |
1,463
-143
| -9% | -$71.8K | 0.34% | 84 |
|
|
2022
Q1 | $819K | Sell |
1,606
-115
| -7% | -$55.5K | 0.32% | 86 |
|
|
2021
Q4 | $864K | Sell |
1,721
-105
| -6% | -$47.5K | 0.35% | 82 |
|
|
2021
Q3 | $713K | Buy |
1,826
+221
| +14% | +$91.5K | 0.31% | 88 |
|
|
2021
Q2 | $643K | Sell |
1,605
-160
| -9% | -$63.8K | 0.28% | 84 |
|
|
2021
Q1 | $657K | Sell |
1,765
-10
| -0.6% | -$3.46K | 0.32% | 80 |
|
|
2020
Q4 | $622K | Sell |
1,775
-25
| -1% | -$8.38K | 0.32% | 83 |
|
|
2020
Q3 | $561K | Buy |
1,800
+75
| +4% | +$23K | 0.32% | 84 |
|
|
2020
Q2 | $509K | Hold |
1,725
| – | – | 0.33% | 81 |
|
|
2020
Q1 | $430K | Sell |
1,725
-100
| -5% | -$27.5K | 0.34% | 83 |
|
|
2019
Q4 | $537K | Hold |
1,825
| – | – | 0.35% | 74 |
|
|
2019
Q3 | $397K | Hold |
1,825
| – | – | 0.28% | 81 |
|
|
2019
Q2 | $445K | Buy |
1,825
+100
| +6% | +$24.1K | 0.35% | 74 |
|
|
2019
Q1 | $427K | Sell |
1,725
-5
| -0.3% | -$1.27K | 0.35% | 72 |
|
|
2018
Q4 | $431K | Hold |
1,730
| – | – | 0.39% | 66 |
|
|
2018
Q3 | $460K | Buy |
1,730
+30
| +2% | +$7.8K | 0.36% | 70 |
|
|
2018
Q2 | $417K | Sell |
1,700
-100
| -6% | -$24K | 0.35% | 68 |
|
|
2018
Q1 | $385K | Sell |
1,800
-25
| -1% | -$5.71K | 0.33% | 71 |
|
|
2017
Q4 | $402K | Buy |
+1,825
| New | +$387K | 0.34% | 69 |
|
Other funds holding UNH
PAM
Independence Bank of Kentucky's UNH Position: Q2 2026 in Review
Independence Bank of Kentucky reduced its UnitedHealth (UNH) stake by 4.9% in Q2 2026, selling an estimated $129K and leaving 6,828 shares worth $2.84M. The position accounts for 0.32% of the portfolio, ranked #66.
Independence Bank of Kentucky first reported a position in UNH in Q4 2017 and has held it in 35 quarters since. The position peaked at $6.19M in Q3 2024. 1,661 funds tracked by Wall St. Rank hold UNH as of Q2 2026.
- Independence Bank of Kentucky held 6,828 shares of UnitedHealth worth $2.84M as of Q2 2026.
- Independence Bank of Kentucky sold 349 UnitedHealth shares in Q2 2026, an estimated $129K.
- UnitedHealth made up 0.32% of Independence Bank of Kentucky's portfolio in Q2 2026, its #66 holding.
- Independence Bank of Kentucky first reported a position in UnitedHealth in Q4 2017 and has held it in 35 quarters since.
- Independence Bank of Kentucky's UnitedHealth position peaked at $6.19M in Q3 2024.
- 1,661 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.
Based on Independence Bank of Kentucky's 13F filing for Q2 2026, filed 13 Jul 2026.