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Indiana Trust & Investment Management’s UnitedHealth UNH Stock Holding History

Indiana Trust & Investment Management’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 		$183K Hold
441
– – 0.05% 188
2026
Q1 		$119K Sell
441
-495
-53% -$147K 0.04% 211
2025
Q4 		$309K Sell
936
-158
-14% -$53.5K 0.09% 141
2025
Q3 		$378K Buy
1,094
+297
+37% +$89.8K 0.11% 133
2025
Q2 		$249K Buy
797
+43
+6% +$16.4K 0.08% 154
2025
Q1 		$395K Sell
754
-60
-7% -$30.7K 0.14% 119
2024
Q4 		$412K Buy
814
+18
+2% +$10.2K 0.14% 111
2024
Q3 		$465K Hold
796
– – 0.16% 107
2024
Q2 		$405K Buy
796
+91
+13% +$44.6K 0.15% 105
2024
Q1 		$349K Sell
705
-40
-5% -$20.3K 0.14% 117
2023
Q4 		$392K Buy
745
+13
+2% +$6.93K 0.18% 105
2023
Q3 		$369K Buy
732
+150
+26% +$73.8K 0.19% 99
2023
Q2 		$280K Sell
582
-24
-4% -$11.7K 0.14% 96
2023
Q1 		$286K Sell
606
-30
-5% -$14.5K 0.16% 94
2022
Q4 		$337 Buy
636
+11
+2% +$5.83K 0.19% 87
2022
Q3 		$316K Hold
625
– – 0.19% 83
2022
Q2 		$321K Sell
625
-50
-7% -$25.1K 0.18% 85
2022
Q1 		$344K Hold
675
– – 0.17% 90
2021
Q4 		$339K Buy
+675
New +$306K 0.16% 92
2021
Q3 		– Sell
-711
Closed -$249K – 122
2021
Q2 		$249K Buy
711
+102
+17% +$40.7K 0.14% 100
2021
Q1 		$227K Sell
609
-102
-14% -$35.3K 0.12% 104
2020
Q4 		$249K Buy
+711
New +$238K 0.14% 100

Other funds holding UNH

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
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
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
VAM
Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Indiana Trust & Investment Management's UNH Position: Q2 2026 in Review

Indiana Trust & Investment Management held its UnitedHealth (UNH) position steady in Q2 2026 at 441 shares worth $183K. The position accounts for 0.05% of the portfolio, ranked #188.

Indiana Trust & Investment Management first reported a position in UNH in Q4 2020 and has held it in 22 quarters since. The position peaked at $465K in Q3 2024. 1,719 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Indiana Trust & Investment Management held 441 shares of UnitedHealth worth $183K as of Q2 2026.
  • Indiana Trust & Investment Management left its UnitedHealth share count unchanged in Q2 2026.
  • UnitedHealth made up 0.05% of Indiana Trust & Investment Management's portfolio in Q2 2026, its #188 holding.
  • Indiana Trust & Investment Management first reported a position in UnitedHealth in Q4 2020 and has held it in 22 quarters since.
  • Indiana Trust & Investment Management's UnitedHealth position peaked at $465K in Q3 2024.
  • 1,719 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Indiana Trust & Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.