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 Q1	$770	Buy	22 +7	+47%	+$2.08K	﹤0.01%	1709
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 $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

M&T Bank's UNH Position: Q1 2026 in Review

M&T Bank increased its UnitedHealth (UNH) stake by 2.7% in Q1 2026, buying an estimated $2.1M and bringing the position to 270,786 shares worth $73.3M. The position accounts for 0.25% of the portfolio, ranked #88.

M&T Bank first reported a position in UNH in Q2 2013 and has held it in 52 quarters since. The position peaked at $131M in Q4 2022. 3,021 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

M&T Bank held 270,786 shares of UnitedHealth worth $73.3M as of Q1 2026.
M&T Bank bought 7,058 UnitedHealth shares in Q1 2026, an estimated $2.1M.
UnitedHealth made up 0.25% of M&T Bank's portfolio in Q1 2026, its #88 holding.
M&T Bank first reported a position in UnitedHealth in Q2 2013 and has held it in 52 quarters since.
M&T Bank's UnitedHealth position peaked at $131M in Q4 2022.
3,021 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on M&T Bank's 13F filing for Q1 2026, filed 12 May 2026.