UMB 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 | $4.78M | Sell |
17,674
-13,133
| -43% | -$3.91M | 0.07% | 173 |
|
|
2025
Q4 | $10.2M | Sell |
30,807
-2,247
| -7% | -$761K | 0.14% | 122 |
|
|
2025
Q3 | $11.4M | Sell |
33,054
-11,125
| -25% | -$3.36M | 0.17% | 103 |
|
|
2025
Q2 | $13.8M | Sell |
44,179
-42,928
| -49% | -$16.4M | 0.21% | 89 |
|
|
2025
Q1 | $45.6M | Sell |
87,107
-3,203
| -4% | -$1.64M | 0.75% | 32 |
|
|
2024
Q4 | $45.7M | Sell |
90,310
-3,081
| -3% | -$1.75M | 0.72% | 33 |
|
|
2024
Q3 | $54.6M | Buy |
93,391
+10,454
| +13% | +$5.91M | 0.85% | 28 |
|
|
2024
Q2 | $42.2M | Sell |
82,937
-22,837
| -22% | -$11.2M | 0.69% | 33 |
|
|
2024
Q1 | $52.3M | Sell |
105,774
-24,755
| -19% | -$12.6M | 0.83% | 30 |
|
|
2023
Q4 | $68.7M | Sell |
130,529
-9,415
| -7% | -$5.02M | 1% | 25 |
|
|
2023
Q3 | $70.6M | Sell |
139,944
-8,501
| -6% | -$4.18M | 1.13% | 21 |
|
|
2023
Q2 | $71.3M | Sell |
148,445
-397
| -0.3% | -$194K | 1.08% | 20 |
|
|
2023
Q1 | $70.3M | Buy |
148,842
+838
| +0.6% | +$404K | 1.13% | 16 |
|
|
2022
Q4 | $78.5M | Sell |
148,004
-2,242
| -1% | -$1.19M | 1.24% | 13 |
|
|
2022
Q3 | $75.9M | Buy |
150,246
+144
| +0.1% | +$75.7K | 1.28% | 12 |
|
|
2022
Q2 | $77.1M | Sell |
150,102
-812
| -0.5% | -$408K | 1.2% | 11 |
|
|
2022
Q1 | $77M | Sell |
150,914
-15,342
| -9% | -$7.4M | 1.02% | 16 |
|
|
2021
Q4 | $83.5M | Buy |
166,256
+20,947
| +14% | +$9.48M | 1.05% | 16 |
|
|
2021
Q3 | $56.8M | Buy |
145,309
+2,205
| +2% | +$913K | 1.28% | 15 |
|
|
2021
Q2 | $57.3M | Sell |
143,104
-985
| -0.7% | -$393K | 1.31% | 13 |
|
|
2021
Q1 | $53.6M | Buy |
144,089
+2,081
| +1% | +$721K | 1.31% | 14 |
|
|
2020
Q4 | $49.8M | Sell |
142,008
-5,509
| -4% | -$1.85M | 1.34% | 13 |
|
|
2020
Q3 | $43.5M | Hold |
147,517
| – | – | 1.35% | 13 |
|
|
2020
Q2 | $43.5M | Sell |
147,517
-3,916
| -3% | -$1.12M | 1.35% | 13 |
|
|
2020
Q1 | $37.8M | Sell |
151,433
-809
| -0.5% | -$223K | 1.35% | 14 |
|
|
2019
Q4 | $44.8M | Sell |
152,242
-968
| -0.6% | -$253K | 1.23% | 14 |
|
|
2019
Q3 | $33.3K | Buy |
153,210
+858
| +0.6% | +$207K | 0.8% | 24 |
|
|
2019
Q2 | $37.2K | Sell |
152,352
-3,063
| -2% | -$737K | 0.91% | 17 |
|
|
2019
Q1 | $38.4M | Sell |
155,415
-19,037
| -11% | -$4.85M | 1.17% | 16 |
|
|
2018
Q4 | $43.5K | Sell |
174,452
-3,551
| -2% | -$938K | 1.33% | 11 |
|
|
2018
Q3 | $47.4M | Buy |
178,003
+8,607
| +5% | +$2.24M | 1.41% | 12 |
|
|
2018
Q2 | $41.6M | Buy |
169,396
+2,601
| +2% | +$625K | 1.32% | 13 |
|
|
2018
Q1 | $35.7M | Buy |
166,795
+733
| +0.4% | +$167K | 1.15% | 14 |
|
|
2017
Q4 | $36.6M | Sell |
166,062
-2,418
| -1% | -$512K | 1.19% | 14 |
|
|
2017
Q3 | $33M | Sell |
168,480
-6,096
| -3% | -$1.18M | 1.13% | 16 |
|
|
2017
Q2 | $32.4M | Sell |
174,576
-3,108
| -2% | -$545K | 1.13% | 16 |
|
|
2017
Q1 | $29.1M | Buy |
177,684
+6,958
| +4% | +$1.14M | 1.02% | 18 |
|
|
2016
Q4 | $27.3M | Sell |
170,726
-877
| -0.5% | -$131K | 1.01% | 19 |
|
|
2016
Q3 | $24M | Buy |
171,603
+5,234
| +3% | +$733K | 0.97% | 26 |
|
|
2016
Q2 | $23.5M | Buy |
166,369
+14,713
| +10% | +$1.96M | 0.99% | 22 |
|
|
2016
Q1 | $19.5M | Sell |
151,656
-234
| -0.2% | -$27.7K | 0.83% | 31 |
|
|
2015
Q4 | $17.9M | Sell |
151,890
-2,582
| -2% | -$302K | 0.78% | 34 |
|
|
2015
Q3 | $17.9M | Buy |
154,472
+3,439
| +2% | +$412K | 1.05% | 20 |
|
|
2015
Q2 | $18.4K | Sell |
151,033
-1,524
| -1% | -$180K | 0.84% | 23 |
|
|
2015
Q1 | $18K | Buy |
152,557
+3,789
| +3% | +$421K | 0.81% | 25 |
|
|
2014
Q4 | $15M | Buy |
148,768
+4,532
| +3% | +$430K | 0.67% | 34 |
|
|
2014
Q3 | $12.4K | Sell |
144,236
-4,005
| -3% | -$338K | 0.61% | 38 |
|
|
2014
Q2 | $12.1M | Sell |
148,241
-8,054
| -5% | -$634K | 0.58% | 40 |
|
|
2014
Q1 | $12.8M | Sell |
156,295
-44,226
| -22% | -$3.33M | 0.72% | 38 |
|
|
2013
Q4 | $15.1K | Buy |
200,521
+235
| +0.1% | +$16.9K | 0.83% | 32 |
|
|
2013
Q3 | $14.3K | Sell |
200,286
-6,948
| -3% | -$497K | 0.83% | 30 |
|
|
2013
Q2 | $13.6K | Buy |
+207,234
| New | +$12.9M | 0.8% | 32 |
|
Other funds holding UNH
VCM
VPM
UMB Bank's UNH Position: Q1 2026 in Review
UMB Bank reduced its UnitedHealth (UNH) stake by 43% in Q1 2026, selling an estimated $3.91M and leaving 17,674 shares worth $4.78M. The position accounts for 0.07% of the portfolio, ranked #173.
UMB Bank first reported a position in UNH in Q2 2013 and has held it in 52 quarters since. The position peaked at $83.5M in Q4 2021. 3,019 funds tracked by Wall St. Rank hold UNH as of Q1 2026.
- UMB Bank held 17,674 shares of UnitedHealth worth $4.78M as of Q1 2026.
- UMB Bank sold 13,133 UnitedHealth shares in Q1 2026, an estimated $3.91M.
- UnitedHealth made up 0.07% of UMB Bank's portfolio in Q1 2026, its #173 holding.
- UMB Bank first reported a position in UnitedHealth in Q2 2013 and has held it in 52 quarters since.
- UMB Bank's UnitedHealth position peaked at $83.5M in Q4 2021.
- 3,019 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.
Based on UMB Bank's 13F filing for Q1 2026, filed 11 May 2026.