Texas Bank & Trust’s UnitedHealth UNH Stock Holding History

Texas 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	$254K	Buy	+611	New	+$226K	0.08%	166
2026 Q1	–	Sell	-709	Closed	-$234K	–	186
2025 Q4	$234K	Sell	709 -20	-3%	-$6.78K	0.09%	166
2025 Q3	$252K	Sell	729 -12	-2%	-$3.63K	0.1%	162
2025 Q2	$231K	Sell	741 -1,701	-70%	-$650K	0.09%	169
2025 Q1	$1.28M	Sell	2,442 -160	-6%	-$81.8K	0.54%	45
2024 Q4	$1.32M	Buy	+2,602	New	+$1.48M	0.54%	45

Other funds holding UNH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

Texas Bank & Trust opened a new position in UnitedHealth (UNH) in Q2 2026: 611 shares worth $254K. The stake represents 0.08% of the portfolio and ranks #166 among its holdings. This is a return to the name: Texas Bank & Trust previously reported a position in UNH as recently as Q4 2025.

Texas Bank & Trust first reported a position in UNH in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.32M in Q4 2024. 3,373 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Texas Bank & Trust held 611 shares of UnitedHealth worth $254K as of Q2 2026.
UnitedHealth was a new Texas Bank & Trust position in Q2 2026.
UnitedHealth made up 0.08% of Texas Bank & Trust's portfolio in Q2 2026, its #166 holding.
Texas Bank & Trust first reported a position in UnitedHealth in Q4 2024 and has held it in 6 quarters since.
Texas Bank & Trust's UnitedHealth position peaked at $1.32M in Q4 2024.
3,373 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Texas Bank & Trust's 13F filing for Q2 2026, filed 31 Jul 2026.