Missouri Trust & Investment Company’s UnitedHealth UNH Stock Holding History

Missouri Trust & Investment Company’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	$2.24M	Buy	8,296 +2,783	+50%	+$829K	0.66%	34
2025 Q4	$1.82M	Sell	5,513 -506	-8%	-$171K	0.53%	38
2025 Q3	$2.08M	Buy	6,019 +1,146	+24%	+$347K	0.61%	34
2025 Q2	$1.52M	Buy	4,873 +669	+16%	+$256K	0.5%	41
2025 Q1	$2.2M	Buy	4,204 +340	+9%	+$174K	0.77%	26
2024 Q4	$1.95M	Buy	3,864 +723	+23%	+$411K	0.69%	33
2024 Q3	$1.84M	Sell	3,141 -35	-1%	-$19.8K	0.64%	31
2024 Q2	$1.62M	Sell	3,176 -51	-2%	-$25K	0.61%	33
2024 Q1	$1.6M	Sell	3,227 -170	-5%	-$86.4K	0.62%	34
2023 Q4	$1.79M	Buy	3,397 +170	+5%	+$90.7K	0.72%	26
2023 Q3	$1.63M	Buy	3,227 +864	+37%	+$425K	0.73%	22
2023 Q2	$1.14M	Buy	2,363 +10	+0.4%	+$4.89K	0.64%	36
2023 Q1	$1.11M	Sell	2,353 -88	-4%	-$42.5K	0.72%	33
2022 Q4	$1.29M	Buy	2,441 +66	+3%	+$35K	0.78%	30
2022 Q3	$1.2M	Sell	2,375 -153	-6%	-$80.5K	0.78%	27
2022 Q2	$1.3M	Buy	2,528 +102	+4%	+$51.2K	0.85%	25
2022 Q1	$1.24M	Buy	2,426 +667	+38%	+$322K	0.73%	33
2021 Q4	$883K	Buy	+1,759	New	+$796K	0.51%	49

Other funds holding UNH

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Missouri Trust & Investment Company's UNH Position: Q1 2026 in Review

Missouri Trust & Investment Company increased its UnitedHealth (UNH) stake by 50% in Q1 2026, buying an estimated $829K and bringing the position to 8,296 shares worth $2.24M. The position accounts for 0.66% of the portfolio, ranked #34.

Missouri Trust & Investment Company first reported a position in UNH in Q4 2021 and has held it in 18 quarters since. 3,032 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Missouri Trust & Investment Company held 8,296 shares of UnitedHealth worth $2.24M as of Q1 2026.
Missouri Trust & Investment Company bought 2,783 UnitedHealth shares in Q1 2026, an estimated $829K.
UnitedHealth made up 0.66% of Missouri Trust & Investment Company's portfolio in Q1 2026, its #34 holding.
Missouri Trust & Investment Company first reported a position in UnitedHealth in Q4 2021 and has held it in 18 quarters since.
3,032 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Missouri Trust & Investment Company's 13F filing for Q1 2026, filed 14 May 2026.