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MidWestOne Financial Group’s UnitedHealth UNH Stock Holding History

MidWestOne Financial Group’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
Q4 		$1.11M Sell
3,372
-258
-7% -$87.4K 0.12% 149
2025
Q3 		$1.25M Sell
3,630
-348
-9% -$105K 0.15% 135
2025
Q2 		$1.24M Sell
3,978
-95
-2% -$36.3K 0.16% 135
2025
Q1 		$2.13M Buy
4,073
+485
+14% +$248K 0.3% 73
2024
Q4 		$1.81M Sell
3,588
-88
-2% -$50K 0.25% 83
2024
Q3 		$2.15M Sell
3,676
-92
-2% -$52K 0.3% 72
2024
Q2 		$1.92M Sell
3,768
-157
-4% -$77K 0.35% 70
2024
Q1 		$1.94M Buy
3,925
+55
+1% +$28K 0.35% 72
2023
Q4 		$2.04M Sell
3,870
-41
-1% -$21.9K 0.39% 59
2023
Q3 		$1.97M Sell
3,911
-334
-8% -$164K 0.45% 54
2023
Q2 		$2.04M Sell
4,245
-197
-4% -$96.3K 0.44% 52
2023
Q1 		$2.1M Buy
4,442
+500
+13% +$241K 0.47% 49
2022
Q4 		$2.09M Sell
3,942
-201
-5% -$106K 0.47% 40
2022
Q3 		$2.09M Sell
4,143
-218
-5% -$115K 0.53% 40
2022
Q2 		$2.24M Buy
4,361
+229
+6% +$115K 0.55% 30
2022
Q1 		$2.11M Buy
4,132
+5
+0.1% +$2.41K 0.45% 48
2021
Q4 		$2.07M Sell
4,127
-11
-0.3% -$4.98K 0.43% 48
2021
Q3 		$1.62M Sell
4,138
-188
-4% -$77.9K 0.38% 57
2021
Q2 		$1.73M Buy
4,326
+150
+4% +$59.8K 0.41% 53
2021
Q1 		$1.55M Sell
4,176
-1
-0% -$347 0.38% 60
2020
Q4 		$1.47M Buy
4,177
+45
+1% +$15.1K 0.4% 56
2020
Q3 		$1.29M Buy
4,132
+775
+23% +$238K 0.43% 56
2020
Q2 		$990K Sell
3,357
-1,032
-24% -$296K 0.41% 48
2020
Q1 		$1.09M Sell
4,389
-83
-2% -$22.8K 0.4% 55
2019
Q4 		$1.31M Buy
4,472
+31
+0.7% +$8.11K 0.27% 66
2019
Q3 		$964K Buy
4,441
+46
+1% +$11.1K 0.3% 82
2019
Q2 		$1.07M Buy
+4,395
New +$1.06M 0.29% 91

Other funds holding UNH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

MidWestOne Financial Group's UNH Position: Q4 2025 in Review

MidWestOne Financial Group reduced its UnitedHealth (UNH) stake by 7.1% in Q4 2025, selling an estimated $87.4K and leaving 3,372 shares worth $1.11M. The position accounts for 0.12% of the portfolio, ranked #149.

MidWestOne Financial Group first reported a position in UNH in Q2 2019 and has held it in 27 quarters since. The position peaked at $2.24M in Q2 2022. 3,307 funds tracked by Wall St. Rank hold UNH as of Q4 2025.

  • MidWestOne Financial Group held 3,372 shares of UnitedHealth worth $1.11M as of Q4 2025.
  • MidWestOne Financial Group sold 258 UnitedHealth shares in Q4 2025, an estimated $87.4K.
  • UnitedHealth made up 0.12% of MidWestOne Financial Group's portfolio in Q4 2025, its #149 holding.
  • MidWestOne Financial Group first reported a position in UnitedHealth in Q2 2019 and has held it in 27 quarters since.
  • MidWestOne Financial Group's UnitedHealth position peaked at $2.24M in Q2 2022.
  • 3,307 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2025.

Based on MidWestOne Financial Group's 13F filing for Q4 2025, filed 12 Feb 2026.