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Parkside Financial Bank & Trust’s UnitedHealth UNH Stock Holding History

Parkside Financial Bank & Trust’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 		$1.55M Sell
5,731
-1,090
-16% -$325K 0.12% 116
2025
Q4 		$2.25M Buy
6,821
+157
+2% +$53.2K 0.17% 93
2025
Q3 		$2.3M Sell
6,664
-408
-6% -$123K 0.18% 87
2025
Q2 		$2.21M Buy
7,072
+960
+16% +$367K 0.24% 87
2025
Q1 		$3.2M Buy
6,112
+141
+2% +$72.1K 0.41% 52
2024
Q4 		$3.02M Buy
5,971
+107
+2% +$60.8K 0.4% 50
2024
Q3 		$3.43M Buy
5,864
+321
+6% +$182K 0.48% 44
2024
Q2 		$2.82M Sell
5,543
-100
-2% -$49K 0.44% 47
2024
Q1 		$2.79M Buy
5,643
+265
+5% +$135K 0.45% 45
2023
Q4 		$2.83M Buy
5,378
+2,693
+100% +$1.44M 0.51% 41
2023
Q3 		$1.35M Buy
2,685
+132
+5% +$65K 0.31% 61
2023
Q2 		$1.23M Buy
2,553
+23
+0.9% +$11.2K 0.29% 60
2023
Q1 		$1.2M Sell
2,530
-404
-14% -$195K 0.32% 56
2022
Q4 		$1.56M Buy
2,934
+192
+7% +$102K 0.45% 41
2022
Q3 		$1.39M Sell
2,742
-627
-19% -$330K 0.44% 38
2022
Q2 		$1.73M Sell
3,369
-221
-6% -$111K 0.53% 36
2022
Q1 		$1.83M Sell
3,590
-78
-2% -$37.6K 0.49% 36
2021
Q4 		$1.84M Buy
3,668
+1,742
+90% +$789K 0.45% 41
2021
Q3 		$752K Buy
1,926
+64
+3% +$26.5K 0.22% 69
2021
Q2 		$746K Buy
1,862
+162
+10% +$64.6K 0.22% 70
2021
Q1 		$633K Sell
1,700
-240
-12% -$83.2K 0.19% 78
2020
Q4 		$681K Buy
1,940
+241
+14% +$80.8K 0.21% 72
2020
Q3 		$529K Sell
1,699
-488
-22% -$150K 0.18% 83
2020
Q2 		$645K Buy
2,187
+113
+5% +$32.4K 0.21% 70
2020
Q1 		$517K Buy
2,074
+405
+24% +$111K 0.2% 70
2019
Q4 		$490K Buy
1,669
+97
+6% +$25.4K 0.14% 103
2019
Q3 		$341K Sell
1,572
-56
-3% -$13.5K 0.11% 139
2019
Q2 		$397K Buy
1,628
+65
+4% +$15.6K 0.13% 124
2019
Q1 		$386K Sell
1,563
-109
-7% -$27.8K 0.13% 124
2018
Q4 		$417K Sell
1,672
-25
-1% -$6.6K 0.15% 98
2018
Q3 		$451K Sell
1,697
-39
-2% -$10.1K 0.16% 109
2018
Q2 		$426K Buy
1,736
+130
+8% +$31.2K 0.16% 106
2018
Q1 		$344K Buy
1,606
+33
+2% +$7.54K 0.13% 128
2017
Q4 		$346K Sell
1,573
-343
-18% -$72.7K 0.13% 126
2017
Q3 		$376K Buy
1,916
+114
+6% +$22K 0.15% 111
2017
Q2 		$334K Buy
1,802
+948
+111% +$166K 0.14% 112
2017
Q1 		$140K Buy
854
+12
+1% +$1.97K 0.06% 171
2016
Q4 		$135K Sell
842
-283
-25% -$42.3K 0.06% 187
2016
Q3 		$158K Buy
1,125
+129
+13% +$18.1K 0.07% 175
2016
Q2 		$140K Buy
996
+238
+31% +$31.7K 0.07% 183
2016
Q1 		$98K Buy
758
+201
+36% +$23.8K 0.05% 223
2015
Q4 		$66K Buy
557
+93
+20% +$10.9K 0.03% 277
2015
Q3 		$54K Sell
464
-3,515
-88% -$421K 0.03% 299
2015
Q2 		$485K Buy
3,979
+67
+2% +$7.92K 0.26% 79
2015
Q1 		$463K Buy
3,912
+153
+4% +$17K 0.25% 84
2014
Q4 		$380K Sell
3,759
-727
-16% -$68.9K 0.21% 102
2014
Q3 		$387K Sell
4,486
-2
-0% -$169 0.23% 97
2014
Q2 		$367K Buy
4,488
+168
+4% +$13.2K 0.22% 105
2014
Q1 		$354K Buy
4,320
+25
+0.6% +$1.88K 0.22% 104
2013
Q4 		$323K Buy
+4,295
New +$309K 0.22% 105

Other funds holding UNH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Parkside Financial Bank & Trust's UNH Position: Q1 2026 in Review

Parkside Financial Bank & Trust reduced its UnitedHealth (UNH) stake by 16% in Q1 2026, selling an estimated $325K and leaving 5,731 shares worth $1.55M. The position accounts for 0.12% of the portfolio, ranked #116.

Parkside Financial Bank & Trust first reported a position in UNH in Q4 2013 and has held it in 50 quarters since. The position peaked at $3.43M in Q3 2024. 3,018 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Parkside Financial Bank & Trust held 5,731 shares of UnitedHealth worth $1.55M as of Q1 2026.
  • Parkside Financial Bank & Trust sold 1,090 UnitedHealth shares in Q1 2026, an estimated $325K.
  • UnitedHealth made up 0.12% of Parkside Financial Bank & Trust's portfolio in Q1 2026, its #116 holding.
  • Parkside Financial Bank & Trust first reported a position in UnitedHealth in Q4 2013 and has held it in 50 quarters since.
  • Parkside Financial Bank & Trust's UnitedHealth position peaked at $3.43M in Q3 2024.
  • 3,018 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Parkside Financial Bank & Trust's 13F filing for Q1 2026, filed 13 May 2026.