Peoples Bank/KS UNH β€” UNITEDHEALTH GROUP INC COM

Ownership history in Peoples Bank/KS  Β·  5 quarters on record

AI Ownership Summary

Peoples Bank/KS reported UNITEDHEALTH GROUP INC COM (UNH) in 5 quarterly 13F filings from 2024 Q3 through 2025 Q3. Peak portfolio weight reached 0.66% in 2024 Q3. The latest visible filing shows UNH at 0.58% 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.

What this UNH ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Peoples Bank/KS's position in UNITEDHEALTH GROUP INC COM, 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
2025 Q3

UNH was reported at 0.58% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.66% 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 Q3 to 2025 Q3

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 Peoples Bank/KS fund profile Peoples Bank/KS full holdings
How Peoples Bank/KS held UNH β€” position size vs. price
% of Fund (quarterly)    UNH price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 11.1% -4.1% βœ… 1,680 -209 -11.1% 0.58% $580K 2025-10-08 $364.61
2025 Q2 ADDED β€” β€” β€” 1,889 +212 +12.6% 0.40% $589K 2025-07-10 $293.36
2025 Q1 UNCHANGED β€” β€” β€” 1,677 β€” 0% 0.60% $878K 2025-04-08 $537.91
2024 Q4 REDUCED β€” β€” β€” 1,677 -5 -0.3% 0.59% $848K 2025-01-08 $507.96
2024 Q3 INITIATED β€” β€” β€” 1,682 β€” β€” 0.66% $983K 2024-10-04 $570.35

🏒 Other funds also holding UNH

As of 2026 Q1 β€” sorted by position size

BAYBAN 9.43% Seilern Investment Management Ltd 9.07% GUARDCAP ASSET MANAGEMENT Ltd 3Y 7Y 7.26% Generali Powszechne Towarzystwo Emerytalne 4.32% Focused Investors LLC 3Y 7Y 4.31% McGinn Penninger Investment Management, Inc. 3Y 3.77% PENN DAVIS MCFARLAND INC 3Y 7Y 3.61% Banque de Luxembourg S.A. 3.39% William B. Walkup & Associates, Inc. 3.21% CFC Planning Co LLC 2.9%

FAQ About Peoples Bank/KS and UNH

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

How long has Peoples Bank/KS reported owning UNH?

Peoples Bank/KS reported UNH across 5 quarterly 13F filings, from 2024 Q3 through 2025 Q3.

What was the largest reported UNH position in Peoples Bank/KS's portfolio?

The largest reported portfolio weight for UNH was 0.66% in 2024 Q3.

What is the latest reported UNH position on this page?

The most recent filing on this page is 2025 Q3, when Peoples Bank/KS reported 1,680 shares, equal to 0.58% of portfolio, with an estimated market value of $580K.

What does the chart on this UNH ownership page compare?

The chart compares Peoples Bank/KS'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 Peoples Bank/KS time their UNH position?

Based on 13F filing dates vs. subsequent UNH price moves, Peoples Bank/KS correctly timed 1 out of 3 reported position changes (33%). The annualised alpha on UNH relative to SPY over the holding period was -45.9%.

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