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Southern Michigan Bank & Trust’s UnitedHealth UNH Stock Holding History

Southern Michigan 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
Q2 		$65.7K Buy
158
+5
+3% +$1.85K 0.02% 175
2026
Q1 		$41.4K Buy
+153
New +$45.6K 0.02% 220

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
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Southern Michigan Bank & Trust's UNH Position: Q2 2026 in Review

Southern Michigan Bank & Trust increased its UnitedHealth (UNH) stake by 3.3% in Q2 2026, buying an estimated $1.85K and bringing the position to 158 shares worth $65.7K. The position accounts for 0.02% of the portfolio, ranked #175.

Southern Michigan Bank & Trust first reported a position in UNH in Q1 2026 and has held it in 2 quarters since. 3,229 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Southern Michigan Bank & Trust held 158 shares of UnitedHealth worth $65.7K as of Q2 2026.
  • Southern Michigan Bank & Trust bought 5 UnitedHealth shares in Q2 2026, an estimated $1.85K.
  • UnitedHealth made up 0.02% of Southern Michigan Bank & Trust's portfolio in Q2 2026, its #175 holding.
  • Southern Michigan Bank & Trust first reported a position in UnitedHealth in Q1 2026 and has held it in 2 quarters since.
  • 3,229 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Southern Michigan Bank & Trust's 13F filing for Q2 2026, filed 21 Jul 2026.