NBT Bank’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.57M | Sell |
13,209
-525
| -4% | -$156K | 0.23% | 100 |
|
|
2025
Q4 | $4.46M | Sell |
13,734
-437
| -3% | -$148K | 0.29% | 85 |
|
|
2025
Q3 | $4.82M | Sell |
14,171
-489
| -3% | -$148K | 0.31% | 84 |
|
|
2025
Q2 | $4.57M | Sell |
14,660
-2,645
| -15% | -$1.01M | 0.31% | 82 |
|
|
2025
Q1 | $9.06M | Sell |
17,305
-2,280
| -12% | -$1.17M | 0.65% | 37 |
|
|
2024
Q4 | $9.91M | Sell |
19,585
-777
| -4% | -$441K | 0.69% | 35 |
|
|
2024
Q3 | $11.9M | Sell |
20,362
-667
| -3% | -$377K | 0.8% | 30 |
|
|
2024
Q2 | $10.7M | Buy |
21,029
+344
| +2% | +$169K | 0.77% | 31 |
|
|
2024
Q1 | $10.2M | Sell |
20,685
-273
| -1% | -$139K | 0.75% | 34 |
|
|
2023
Q4 | $11M | Buy |
20,958
+47
| +0.2% | +$25.1K | 0.86% | 28 |
|
|
2023
Q3 | $10.5M | Buy |
20,911
+10,217
| +96% | +$5.03M | 1.01% | 26 |
|
|
2023
Q2 | $5.14M | Sell |
10,694
-110
| -1% | -$53.8K | 0.73% | 35 |
|
|
2023
Q1 | $5.11M | Sell |
10,804
-637
| -6% | -$307K | 0.75% | 37 |
|
|
2022
Q4 | $6.07M | Buy |
11,441
+119
| +1% | +$63K | 0.88% | 30 |
|
|
2022
Q3 | $5.72M | Sell |
11,322
-1,133
| -9% | -$596K | 0.93% | 28 |
|
|
2022
Q2 | $6.4M | Sell |
12,455
-13
| -0.1% | -$6.53K | 0.98% | 26 |
|
|
2022
Q1 | $6.36M | Sell |
12,468
-307
| -2% | -$148K | 0.85% | 33 |
|
|
2021
Q4 | $6.42M | Sell |
12,775
-170
| -1% | -$77K | 0.82% | 34 |
|
|
2021
Q3 | $5.06M | Sell |
12,945
-127
| -1% | -$52.6K | 0.7% | 44 |
|
|
2021
Q2 | $5.23M | Sell |
13,072
-146
| -1% | -$58.2K | 0.72% | 43 |
|
|
2021
Q1 | $4.92M | Sell |
13,218
-755
| -5% | -$262K | 0.71% | 46 |
|
|
2020
Q4 | $4.9M | Buy |
13,973
+178
| +1% | +$59.7K | 0.75% | 44 |
|
|
2020
Q3 | $4.3M | Sell |
13,795
-122
| -0.9% | -$37.5K | 0.72% | 40 |
|
|
2020
Q2 | $4.1M | Sell |
13,917
-670
| -5% | -$192K | 0.73% | 38 |
|
|
2020
Q1 | $3.64M | Sell |
14,587
-202
| -1% | -$55.6K | 0.74% | 39 |
|
|
2019
Q4 | $4.35M | Buy |
14,789
+708
| +5% | +$185K | 0.68% | 43 |
|
|
2019
Q3 | $3.06M | Buy |
14,081
+486
| +4% | +$117K | 0.54% | 62 |
|
|
2019
Q2 | $3.32M | Sell |
13,595
-627
| -4% | -$151K | 0.59% | 52 |
|
|
2019
Q1 | $3.52M | Sell |
14,222
-348
| -2% | -$88.7K | 0.64% | 49 |
|
|
2018
Q4 | $3.63M | Sell |
14,570
-182
| -1% | -$48.1K | 0.59% | 45 |
|
|
2018
Q3 | $3.92M | Sell |
14,752
-1,465
| -9% | -$381K | 0.63% | 51 |
|
|
2018
Q2 | $3.98M | Sell |
16,217
-655
| -4% | -$157K | 0.71% | 44 |
|
|
2018
Q1 | $3.61M | Sell |
16,872
-1,529
| -8% | -$349K | 0.59% | 54 |
|
|
2017
Q4 | $4.06M | Sell |
18,401
-2,132
| -10% | -$452K | 0.64% | 52 |
|
|
2017
Q3 | $4.02M | Sell |
20,533
-3,257
| -14% | -$629K | 0.64% | 52 |
|
|
2017
Q2 | $4.41M | Sell |
23,790
-3,071
| -11% | -$539K | 0.72% | 47 |
|
|
2017
Q1 | $4.41M | Buy |
26,861
+537
| +2% | +$87.9K | 0.73% | 46 |
|
|
2016
Q4 | $4.21M | Sell |
26,324
-1,896
| -7% | -$283K | 0.72% | 48 |
|
|
2016
Q3 | $3.95M | Sell |
28,220
-3,010
| -10% | -$422K | 0.69% | 51 |
|
|
2016
Q2 | $4.41M | Sell |
31,230
-655
| -2% | -$87.3K | 0.77% | 45 |
|
|
2016
Q1 | $4.11M | Sell |
31,885
-777
| -2% | -$91.9K | 0.72% | 47 |
|
|
2015
Q4 | $3.84M | Buy |
32,662
+8
| +0% | +$935 | 0.69% | 48 |
|
|
2015
Q3 | $3.79M | Sell |
32,654
-3,109
| -9% | -$372K | 0.71% | 51 |
|
|
2015
Q2 | $4.36M | Sell |
35,763
-1,097
| -3% | -$130K | 0.71% | 46 |
|
|
2015
Q1 | $4.36M | Buy |
36,860
+330
| +0.9% | +$36.6K | 0.7% | 49 |
|
|
2014
Q4 | $3.69M | Sell |
36,530
-2,678
| -7% | -$254K | 0.58% | 60 |
|
|
2014
Q3 | $3.38M | Sell |
39,208
-5,090
| -11% | -$430K | 0.54% | 60 |
|
|
2014
Q2 | $3.62M | Sell |
44,298
-8,163
| -16% | -$642K | 0.55% | 63 |
|
|
2014
Q1 | $4.3M | Sell |
52,461
-367
| -0.7% | -$27.6K | 0.62% | 54 |
|
|
2013
Q4 | $3.98M | Sell |
52,828
-4,835
| -8% | -$347K | 0.57% | 56 |
|
|
2013
Q3 | $4.13M | Sell |
57,663
-5,652
| -9% | -$405K | 0.62% | 55 |
|
|
2013
Q2 | $4.15M | Buy |
+63,315
| New | +$3.94M | 0.62% | 58 |
|
Other funds holding UNH
VCM
VPM
NBT Bank's UNH Position: Q1 2026 in Review
NBT Bank reduced its UnitedHealth (UNH) stake by 3.8% in Q1 2026, selling an estimated $156K and leaving 13,209 shares worth $3.57M. The position accounts for 0.23% of the portfolio, ranked #100.
NBT Bank first reported a position in UNH in Q2 2013 and has held it in 52 quarters since. The position peaked at $11.9M in Q3 2024. 3,021 funds tracked by Wall St. Rank hold UNH as of Q1 2026.
- NBT Bank held 13,209 shares of UnitedHealth worth $3.57M as of Q1 2026.
- NBT Bank sold 525 UnitedHealth shares in Q1 2026, an estimated $156K.
- UnitedHealth made up 0.23% of NBT Bank's portfolio in Q1 2026, its #100 holding.
- NBT Bank first reported a position in UnitedHealth in Q2 2013 and has held it in 52 quarters since.
- NBT Bank's UnitedHealth position peaked at $11.9M in Q3 2024.
- 3,021 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.
Based on NBT Bank's 13F filing for Q1 2026, filed 28 Apr 2026.