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Adirondack Trust Company’s UnitedHealth UNH Stock Holding History

Adirondack Trust Company’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 		$261K Sell
629
-101
-14% -$37.4K 0.08% 131
2026
Q1 		$198K Sell
730
-218
-23% -$64.9K 0.07% 145
2025
Q4 		$313K Sell
948
-481
-34% -$163K 0.1% 117
2025
Q3 		$493K Sell
1,429
-697
-33% -$211K 0.17% 98
2025
Q2 		$663K Sell
2,126
-374
-15% -$143K 0.24% 83
2025
Q1 		$1.31M Sell
2,500
-57
-2% -$29.1K 0.51% 47
2024
Q4 		$1.29M Hold
2,557
– – 0.49% 52
2024
Q3 		$1.49M Sell
2,557
-17
-0.7% -$9.62K 0.58% 40
2024
Q2 		$1.31M Sell
2,574
-4
-0.2% -$1.96K 0.54% 47
2024
Q1 		$1.28M Sell
2,578
-48
-2% -$24.4K 0.53% 49
2023
Q4 		$1.3M Sell
2,626
-45
-2% -$24K 0.56% 47
2023
Q3 		$1.35M Buy
2,671
+14
+0.5% +$6.89K 0.67% 34
2023
Q2 		$1.35M Sell
2,657
-281
-10% -$137K 0.63% 36
2023
Q1 		$1.39M Sell
2,938
-16
-0.5% -$7.72K 0.7% 33
2022
Q4 		$1.57M Buy
2,954
+6
+0.2% +$3.18K 0.81% 31
2022
Q3 		$1.49M Buy
2,948
+36
+1% +$18.9K 0.83% 31
2022
Q2 		$1.5M Buy
2,912
+103
+4% +$51.7K 0.8% 32
2022
Q1 		$1.43M Buy
2,809
+259
+10% +$125K 0.68% 39
2021
Q4 		$1.28M Buy
2,550
+18
+0.7% +$8.15K 0.61% 40
2021
Q3 		$1.17M Buy
2,532
+37
+1% +$15.3K 0.55% 48
2021
Q2 		$999K Buy
2,495
+10
+0.4% +$3.99K 0.5% 50
2021
Q1 		$925K Buy
2,485
+605
+32% +$210K 0.49% 49
2020
Q4 		$627K Buy
1,880
+655
+53% +$220K 0.38% 63
2020
Q3 		$382K Hold
1,225
– – 0.25% 75
2020
Q2 		$371K Buy
1,225
+10
+0.8% +$2.87K 0.25% 76
2020
Q1 		$303K Buy
1,215
+65
+6% +$17.9K 0.25% 76
2019
Q4 		$313K Sell
1,150
-5
-0.4% -$1.31K 0.21% 82
2019
Q3 		$251K Sell
1,155
-66
-5% -$15.9K 0.18% 84
2019
Q2 		$298K Sell
1,221
-25
-2% -$6.01K 0.21% 84
2019
Q1 		$290K Buy
1,246
+415
+50% +$106K 0.2% 84
2018
Q4 		$207K Buy
831
+25
+3% +$6.6K 0.16% 90
2018
Q3 		$214K Buy
806
+5
+0.6% +$1.3K 0.14% 95
2018
Q2 		$197K Hold
801
– – 0.14% 96
2018
Q1 		$189K Sell
801
-89
-10% -$20.3K 0.13% 95
2017
Q4 		$196K Sell
890
-40
-4% -$8.48K 0.14% 92
2017
Q3 		$182K Buy
930
+15
+2% +$2.9K 0.14% 93
2017
Q2 		$169K Sell
915
-75
-8% -$13.2K 0.14% 94
2017
Q1 		$162K Buy
990
+5
+0.5% +$819 0.11% 103
2016
Q4 		$158K Buy
985
+100
+11% +$14.9K 0.11% 102
2016
Q3 		$124K Buy
885
+125
+16% +$17.5K 0.09% 107
2016
Q2 		$107K Sell
760
-140
-16% -$18.7K 0.08% 124
2016
Q1 		$116K Hold
900
– – 0.09% 113
2015
Q4 		$104K Buy
900
+35
+4% +$4.09K 0.08% 113
2015
Q3 		$100K Buy
865
+35
+4% +$4.19K 0.08% 117
2015
Q2 		$102K Buy
830
+30
+4% +$3.55K 0.08% 119
2015
Q1 		$94K Buy
800
+225
+39% +$25K 0.07% 123
2014
Q4 		$58K Sell
575
-200
-26% -$19K 0.04% 150
2014
Q3 		$67K Buy
775
+275
+55% +$23.2K 0.05% 136
2014
Q2 		$41K Buy
500
+140
+39% +$11K 0.03% 153
2014
Q1 		$30K Hold
360
– – 0.02% 167
2013
Q4 		$27K Hold
360
– – 0.02% 170
2013
Q3 		$26K Hold
360
– – 0.02% 167
2013
Q2 		$24K Buy
+360
New +$22.4K 0.02% 161

Other funds holding UNH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Adirondack Trust Company's UNH Position: Q2 2026 in Review

Adirondack Trust Company reduced its UnitedHealth (UNH) stake by 14% in Q2 2026, selling an estimated $37.4K and leaving 629 shares worth $261K. The position accounts for 0.08% of the portfolio, ranked #131.

Adirondack Trust Company first reported a position in UNH in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.57M in Q4 2022. 3,367 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Adirondack Trust Company held 629 shares of UnitedHealth worth $261K as of Q2 2026.
  • Adirondack Trust Company sold 101 UnitedHealth shares in Q2 2026, an estimated $37.4K.
  • UnitedHealth made up 0.08% of Adirondack Trust Company's portfolio in Q2 2026, its #131 holding.
  • Adirondack Trust Company first reported a position in UnitedHealth in Q2 2013 and has held it in 53 quarters since.
  • Adirondack Trust Company's UnitedHealth position peaked at $1.57M in Q4 2022.
  • 3,367 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Adirondack Trust Company's 13F filing for Q2 2026, filed 16 Jul 2026.