First Financial Bank - Trust Division UNH — United Health Group Inc Com Equity

Ownership history in First Financial Bank - Trust Division  ·  71 quarters on record

AI Ownership Summary

First Financial Bank - Trust Division reported United Health Group Inc Com Equity (UNH) in 71 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.14% in 2024 Q3. The latest visible filing shows UNH at 0.02% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this UNH ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was First Financial Bank - Trust Division's position in United Health Group Inc Com Equity, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

UNH was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.14% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

UNH stock page First Financial Bank - Trust Division fund profile First Financial Bank - Trust Division full holdings
How First Financial Bank - Trust Division held UNH — position size vs. price
% of Fund (quarterly)    UNH price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 556 -129 -18.8% 0.02% $231K 2026-07-01 $426.54
2025 Q4 REDUCED — — — 685 -27 -3.8% 0.02% $226K 2026-01-02 $331.91
2025 Q3 REDUCED 14.2% -4.1% ✅ 712 -118 -14.2% 0.02% $246K 2025-10-01 $341.36
2025 Q2 REDUCED 52.9% +11.3% ❌ 830 -934 -52.9% 0.02% $259K 2025-07-02 $299.54
2025 Q1 REDUCED 26.0% -40.0% ✅ 1,764 -621 -26.0% 0.09% $924K 2025-04-01 $505.88
2024 Q4 REDUCED 6.7% +4.0% ❌ 2,385 -170 -6.7% 0.11% $1.2M 2025-01-02 $485.81
2024 Q3 ADDED — — — 2,555 +16 +0.6% 0.14% $1.5M 2024-10-01 $559.53
2024 Q2 REDUCED 10.3% +15.2% ❌ 2,539 -291 -10.3% 0.13% $1.3M 2024-07-03 $468.27
2024 Q1 REDUCED — — — 2,830 -90 -3.1% 0.13% $1.4M 2024-04-01 $466.11
62 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding UNH

As of 2026 Q2 — sorted by position size

Seilern Investment Management Ltd 8.38% Aurora Investment Managers, LLC. 3Y 4.58% Banque de Luxembourg S.A. 4.45% Victrix Investment Advisors 4.08% Palouse Capital Management, Inc. 3Y 7Y 2.96% Cohen Capital Management, Inc. 3Y 7Y 2.82% SWP Investment Management LLC 1.83% Piscataqua Savings Bank 3Y 1.46% COMMUNITY TRUST & INVESTMENT CO 3Y 7Y 1.38% Ballast, Inc. 3Y 7Y 1.37%

FAQ About First Financial Bank - Trust Division and UNH

These are the practical questions this page is built to answer before you even open the full history table.

How long has First Financial Bank - Trust Division reported owning UNH?

First Financial Bank - Trust Division reported UNH across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported UNH position in First Financial Bank - Trust Division's portfolio?

The largest reported portfolio weight for UNH was 0.14% in 2024 Q3.

What is the latest reported UNH position on this page?

The most recent filing on this page is 2026 Q2, when First Financial Bank - Trust Division reported 556 shares, equal to 0.02% of portfolio, with an estimated market value of $231K.

What does the chart on this UNH ownership page compare?

The chart compares First Financial Bank - Trust Division's quarterly UNH portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did First Financial Bank - Trust Division time their UNH position?

Based on 13F filing dates vs. subsequent UNH price moves, First Financial Bank - Trust Division correctly timed 23 out of 69 reported position changes (33%). The annualised alpha on UNH relative to SPY over the holding period was +84.9%.

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