M&T Bank’s UnitedHealth UNH Stock Holding History

M&T Bank’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	$33.7K	Sell	21 -1	-5%	-$371	﹤0.01%	1746
2026 Q1	$770	Buy	22 +7	+47%	+$2.08K	﹤0.01%	1718
2025 Q4	$930	Buy	15 +1	+7%	+$339	﹤0.01%	1702
2025 Q3	$11.2K	Buy	14 +2	+17%	+$605	﹤0.01%	1460
2025 Q2	$6.12K	Buy	+12	New	+$4.59K	﹤0.01%	1546
2023 Q2	–	Sell	-8	Closed	-$296	–	1732
2023 Q1	$296	Buy	+8	New	+$3.86K	﹤0.01%	1691
2022 Q4	–	Sell	-10	Closed	-$5K	–	1697
2022 Q3	$5K	Hold	10	–	–	﹤0.01%	1583
2022 Q2	$15K	Hold	10	–	–	﹤0.01%	1540
2022 Q1	$41K	Buy	+10	New	+$4.82K	﹤0.01%	1461
2021 Q2	–	Sell	-8	Closed	-$45K	–	1631
2021 Q1	$45K	Hold	8	–	–	﹤0.01%	1490
2020 Q4	$32K	Hold	8	–	–	﹤0.01%	1614
2020 Q3	$18K	Hold	8	–	–	﹤0.01%	1539
2020 Q2	$17K	Hold	8	–	–	﹤0.01%	1518
2020 Q1	$9K	Hold	8	–	–	﹤0.01%	1512
2019 Q4	$18K	Hold	8	–	–	﹤0.01%	1359
2019 Q3	$1K	Buy	+8	New	+$1.93K	﹤0.01%	1603
2018 Q1	–	Sell	-1	Closed	-$2K	–	1646
2017 Q4	$2K	Hold	1	–	–	﹤0.01%	1610
2017 Q3	$1K	Buy	+1	New	+$193	﹤0.01%	1621
2015 Q2	–	Sell	-300	Closed	-$10K	–	2199
2015 Q1	$10K	Sell	300 -700	-70%	-$77.7K	﹤0.01%	2006
2014 Q4	$17K	Sell	1,000 -1,600	-62%	-$152K	﹤0.01%	2013
2014 Q3	$27K	Buy	+2,600	New	+$220K	﹤0.01%	2132

Other funds holding UNH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

M&T Bank's UNH Position: Q2 2026 in Review

M&T Bank reduced its UnitedHealth (UNH) stake by 1.4% in Q2 2026, selling an estimated $1.5M and leaving 279,089 shares worth $116M. The position accounts for 0.34% of the portfolio, ranked #61.

M&T Bank first reported a position in UNH in Q2 2013 and has held it in 53 quarters since. The position peaked at $131M in Q4 2022. 3,389 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

M&T Bank held 279,089 shares of UnitedHealth worth $116M as of Q2 2026.
M&T Bank sold 4,039 UnitedHealth shares in Q2 2026, an estimated $1.5M.
UnitedHealth made up 0.34% of M&T Bank's portfolio in Q2 2026, its #61 holding.
M&T Bank first reported a position in UnitedHealth in Q2 2013 and has held it in 53 quarters since.
M&T Bank's UnitedHealth position peaked at $131M in Q4 2022.
3,389 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on M&T Bank's 13F filing for Q2 2026, filed 4 Aug 2026.