SEC 13F Intelligence

Finemark National Bank & Trust / UNH

Finemark National Bank & Trust’s Unitedhealth Group Inc Position

Does Finemark National Bank & Trust own Unitedhealth Group Inc (UNH)? Yes — 61.1K shares worth $20M (+0.63% of its 13F portfolio) as of Q4 2025, up from 47.5K shares the prior filed quarter.

Position Value
$20M
Q4 2025
Shares
61.1K
% of Portfolio
+0.63%
Quarters Held
29
currently held

Position History UNH

Reported value by quarter
Q4 ’18: $10MQ4 ’18Q1 ’19: $10MQ2 ’19: $10MQ3 ’19: $9MQ4 ’19: $12MQ4 ’19Q1 ’20: $10MQ2 ’20: $13MQ3 ’20: $13MQ4 ’20: $14MQ4 ’20Q1 ’21: $15MQ2 ’21: $17MQ3 ’21: $16MQ4 ’21: $21MQ4 ’21Q1 ’22: $21MQ2 ’22: $21MQ3 ’22: $20MQ4 ’22: $20MQ4 ’22Q1 ’23: $17MQ2 ’23: $17MQ3 ’23: $18MQ4 ’23: $18MQ4 ’23Q1 ’24: $18MQ2 ’24: $25MQ3 ’24: $30MQ4 ’24: $26MQ4 ’24Q1 ’25: $27MQ2 ’25: $16MQ3 ’25: $16MQ4 ’25: $20MQ4 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q4 202561.1K$20M+0.63%
Q3 202547.5K$16M+0.54%
Q2 202551.2K$16M+0.54%
Q1 202551.3K$27M+0.98%
Q4 202451.6K$26M+0.91%
Q3 202451.7K$30M+1.05%
Q2 202449.9K$25M+0.94%
Q1 202435.5K$18M+0.65%
Q4 202335.1K$18M+0.76%
Q3 202335.0K$18M+0.77%
Q2 202336.1K$17M+0.71%
Q1 202336.9K$17M+0.75%
Q4 202238.7K$20M+0.92%
Q3 202238.6K$20M+0.94%
Q2 202241.9K$21M+0.95%
Q1 202241.2K$21M+0.83%
Q4 202141.1K$21M+0.78%
Q3 202141.2K$16M+0.68%
Q2 202141.3K$17M+0.67%
Q1 202141.0K$15M+0.65%
Q4 202040.8K$14M+0.64%
Q3 202042.8K$13M+0.65%
Q2 202042.7K$13M+0.70%
Q1 202041.8K$10M+0.65%
Q4 201941.9K$12M+0.62%
Q3 201941.2K$9M+0.48%
Q2 201941.1K$10M+0.56%
Q1 201939.7K$10M+0.57%
Q4 201838.3K$10M+0.65%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Finemark National Bank & Trust’s full portfolio or all institutional holders of UNH.