Morton Community Bank’s UnitedHealth UNH Stock Holding History

Morton Community 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	$3.25M	Buy	12,001 +652	+6%	+$194K	0.71%	74
2025 Q4	$3.26M	Buy	11,349 +1,180	+12%	+$400K	0.7%	77
2025 Q3	$3.47M	Buy	10,169 +1,082	+12%	+$327K	0.8%	65
2025 Q2	$2.83M	Buy	9,087 +985	+12%	+$376K	0.7%	81
2025 Q1	$4.24M	Buy	8,102 +100	+1%	+$51.1K	1.11%	26
2024 Q4	$4.05M	Sell	8,002 -27	-0.3%	-$15.3K	1.07%	25
2024 Q3	$4.69M	Sell	8,029 -153	-2%	-$86.5K	1.23%	19
2024 Q2	$4.17M	Buy	8,182 +475	+6%	+$233K	1.18%	21
2024 Q1	$3.81M	Buy	7,707 +44	+0.6%	+$22.4K	1.1%	27
2023 Q4	$4.03M	Buy	+7,663	New	+$4.09M	1.32%	14

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

Morton Community Bank's UNH Position: Q1 2026 in Review

Morton Community Bank increased its UnitedHealth (UNH) stake by 5.7% in Q1 2026, buying an estimated $194K and bringing the position to 12,001 shares worth $3.25M. The position accounts for 0.71% of the portfolio, ranked #74.

Morton Community Bank first reported a position in UNH in Q4 2023 and has held it in 10 quarters since. The position peaked at $4.69M in Q3 2024. 3,020 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Morton Community Bank held 12,001 shares of UnitedHealth worth $3.25M as of Q1 2026.
Morton Community Bank bought 652 UnitedHealth shares in Q1 2026, an estimated $194K.
UnitedHealth made up 0.71% of Morton Community Bank's portfolio in Q1 2026, its #74 holding.
Morton Community Bank first reported a position in UnitedHealth in Q4 2023 and has held it in 10 quarters since.
Morton Community Bank's UnitedHealth position peaked at $4.69M in Q3 2024.
3,020 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Morton Community Bank's 13F filing for Q1 2026, filed 14 May 2026.