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Moody National Bank Trust Division’s UnitedHealth UNH Stock Holding History

Moody National Bank Trust Division’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 		$2.72M Sell
6,544
-30
-0.5% -$11.1K 0.23% 80
2026
Q1 		$1.78M Sell
6,574
-222
-3% -$66.1K 0.17% 115
2025
Q4 		$2.24M Sell
6,796
-3,020
-31% -$1.02M 0.22% 88
2025
Q3 		$3.39M Buy
9,816
+1,006
+11% +$304K 0.29% 63
2025
Q2 		$2.75M Sell
8,810
-666
-7% -$255K 0.25% 76
2025
Q1 		$4.96M Buy
9,476
+331
+4% +$169K 0.52% 36
2024
Q4 		$4.63M Sell
9,145
-322
-3% -$183K 0.48% 36
2024
Q3 		$5.54M Buy
9,467
+193
+2% +$109K 0.59% 29
2024
Q2 		$4.72M Buy
9,274
+175
+2% +$85.8K 0.37% 28
2024
Q1 		$4.5M Buy
9,099
+24
+0.3% +$12.2K 0.35% 23
2023
Q4 		$4.78M Sell
9,075
-10,076
-53% -$5.37M 0.37% 30
2023
Q3 		$9.66M Buy
19,151
+1,897
+11% +$934K 0.62% 17
2023
Q2 		$8.29M Buy
17,254
+145
+0.8% +$70.9K 0.57% 17
2023
Q1 		$8.09M Buy
17,109
+92
+0.5% +$44.4K 0.69% 15
2022
Q4 		$9.02M Sell
17,017
-587
-3% -$311K 0.79% 9
2022
Q3 		$8.89M Buy
17,604
+181
+1% +$95.2K 0.92% 8
2022
Q2 		$8.95M Sell
17,423
-82
-0.5% -$41.2K 0.94% 9
2022
Q1 		$8.93M Sell
17,505
-2,305
-12% -$1.11M 0.28% 14
2021
Q4 		$9.95M Sell
19,810
-65,526
-77% -$29.7M 0.3% 18
2021
Q3 		$33.3M Sell
85,336
-85
-0.1% -$35.2K 0.49% 15
2021
Q2 		$34.2M Sell
85,421
-116
-0.1% -$46.3K 0.7% 14
2021
Q1 		$31.8M Buy
85,537
+65
+0.1% +$22.5K 0.76% 13
2020
Q4 		$30M Buy
85,472
+50
+0.1% +$16.8K 0.77% 14
2020
Q3 		$26.6M Buy
85,422
+30
+0% +$9.21K 0.82% 15
2020
Q2 		$25.2M Buy
85,392
+300
+0.4% +$86K 0.79% 13
2020
Q1 		$21.2M Buy
85,092
+173
+0.2% +$47.6K 0.75% 13
2019
Q4 		$25M Buy
84,919
+961
+1% +$251K 0.66% 14
2019
Q3 		$18.2M Sell
83,958
-291
-0.3% -$70.2K 0.51% 24
2019
Q2 		$20.6M Sell
84,249
-16,659
-17% -$4.01M 0.58% 18
2019
Q1 		$25M Sell
100,908
-561
-0.6% -$143K 0.69% 12
2018
Q4 		$25.3M Buy
101,469
+869
+0.9% +$230K 0.72% 10
2018
Q3 		$26.8M Buy
100,600
+94,415
+1,527% +$24.6M 0.68% 13
2018
Q2 		$1.52M Sell
6,185
-50
-0.8% -$12K 0.07% 39
2018
Q1 		$1.33M Sell
6,235
-200
-3% -$45.7K 0.07% 48
2017
Q4 		$1.42M Sell
6,435
-50
-0.8% -$10.6K 0.07% 48
2017
Q3 		$1.27M Sell
6,485
-2,500
-28% -$483K 0.06% 51
2017
Q2 		$1.67M Hold
8,985
– – 0.08% 48
2017
Q1 		$1.47M Sell
8,985
-665
-7% -$109K 0.07% 52
2016
Q4 		$1.54M Hold
9,650
– – 0.07% 48
2016
Q3 		$1.35M Sell
9,650
-60
-0.6% -$8.4K 0.07% 55
2016
Q2 		$1.37M Buy
9,710
+20
+0.2% +$2.67K 0.08% 51
2016
Q1 		$1.25M Buy
9,690
+245
+3% +$29K 0.08% 50
2015
Q4 		$1.11M Hold
9,445
– – 0.08% 55
2015
Q3 		$1.1M Buy
9,445
+35
+0.4% +$4.19K 0.08% 51
2015
Q2 		$1.15M Hold
9,410
– – 0.09% 54
2015
Q1 		$1.11M Hold
9,410
– – 0.09% 57
2014
Q4 		$951K Sell
9,410
-50
-0.5% -$4.74K 0.06% 81
2014
Q3 		$816K Buy
9,460
+310
+3% +$26.2K 0.06% 82
2014
Q2 		$748K Hold
9,150
– – 0.05% 104
2014
Q1 		$751K Hold
9,150
– – 0.05% 95
2013
Q4 		$689K Sell
9,150
-45
-0.5% -$3.23K 0.05% 112
2013
Q3 		$658K Sell
9,195
-425
-4% -$30.4K 0.05% 101
2013
Q2 		$630K Buy
+9,620
New +$599K 0.05% 101

Other funds holding UNH

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
VAM
Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Moody National Bank Trust Division's UNH Position: Q2 2026 in Review

Moody National Bank Trust Division reduced its UnitedHealth (UNH) stake by 0.46% in Q2 2026, selling an estimated $11.1K and leaving 6,544 shares worth $2.72M. The position accounts for 0.23% of the portfolio, ranked #80.

Moody National Bank Trust Division first reported a position in UNH in Q2 2013 and has held it in 53 quarters since. The position peaked at $34.2M in Q2 2021. 1,773 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Moody National Bank Trust Division held 6,544 shares of UnitedHealth worth $2.72M as of Q2 2026.
  • Moody National Bank Trust Division sold 30 UnitedHealth shares in Q2 2026, an estimated $11.1K.
  • UnitedHealth made up 0.23% of Moody National Bank Trust Division's portfolio in Q2 2026, its #80 holding.
  • Moody National Bank Trust Division first reported a position in UnitedHealth in Q2 2013 and has held it in 53 quarters since.
  • Moody National Bank Trust Division's UnitedHealth position peaked at $34.2M in Q2 2021.
  • 1,773 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Moody National Bank Trust Division's 13F filing for Q2 2026, filed 7 Jul 2026.