LC
UNH icon

LCNB Corp’s UnitedHealth UNH Stock Holding History

LCNB Corp’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
2025
Q2 		– Sell
-483
Closed -$253K – 189
2025
Q1 		$253K Hold
483
– – 0.09% 167
2024
Q4 		$244K Buy
483
+21
+5% +$11.9K 0.09% 165
2024
Q3 		$270K Sell
462
-10
-2% -$5.66K 0.1% 159
2024
Q2 		$240K Hold
472
– – 0.09% 165
2024
Q1 		$233K Sell
472
-8
-2% -$4.07K 0.08% 168
2023
Q4 		$253K Buy
480
+36
+8% +$19.2K 0.1% 163
2023
Q3 		$224K Sell
444
-11
-2% -$5.41K 0.1% 160
2023
Q2 		$219K Sell
455
-33
-7% -$16.1K 0.09% 170
2023
Q1 		$231K Sell
488
-30
-6% -$14.5K 0.1% 164
2022
Q4 		$275K Buy
518
+80
+18% +$42.4K 0.13% 151
2022
Q3 		$221K Hold
438
– – 0.12% 153
2022
Q2 		$225K Buy
438
+12
+3% +$6.03K 0.12% 152
2022
Q1 		$217K Buy
+426
New +$205K 0.1% 156

Other funds holding UNH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

LCNB Corp's UNH Position: Q2 2025 in Review

LCNB Corp sold out of UnitedHealth (UNH) in Q2 2025, closing a stake of 483 shares — an estimated $253K sold.

LCNB Corp first reported a position in UNH in Q1 2022 and held it in 13 quarters. The position peaked at $275K in Q4 2022. 3,177 funds tracked by Wall St. Rank hold UNH as of Q2 2025.

  • LCNB Corp reported no remaining UnitedHealth position as of Q2 2025 after selling out during the quarter.
  • LCNB Corp sold 483 UnitedHealth shares in Q2 2025, an estimated $253K.
  • LCNB Corp first reported a position in UnitedHealth in Q1 2022 and held it in 13 quarters.
  • LCNB Corp's UnitedHealth position peaked at $275K in Q4 2022.
  • 3,177 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2025.

Based on LCNB Corp's 13F filing for Q2 2025, filed 11 Aug 2025.