MCB
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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
Q2 		$5.21M Buy
12,546
+545
+5% +$202K 1.06% 31
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morton Community Bank's UNH Position: Q2 2026 in Review

Morton Community Bank increased its UnitedHealth (UNH) stake by 4.5% in Q2 2026, buying an estimated $202K and bringing the position to 12,546 shares worth $5.21M. The position accounts for 1.06% of the portfolio, ranked #31.

Morton Community Bank first reported a position in UNH in Q4 2023 and has held it in 11 quarters since. 3,389 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Morton Community Bank held 12,546 shares of UnitedHealth worth $5.21M as of Q2 2026.
  • Morton Community Bank bought 545 UnitedHealth shares in Q2 2026, an estimated $202K.
  • UnitedHealth made up 1.06% of Morton Community Bank's portfolio in Q2 2026, its #31 holding.
  • Morton Community Bank first reported a position in UnitedHealth in Q4 2023 and has held it in 11 quarters since.
  • 3,389 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Morton Community Bank's 13F filing for Q2 2026, filed 14 Aug 2026.