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Advantage Trust Company’s UnitedHealth UNH Stock Holding History

Advantage 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
2025
Q3 		– Sell
-25
Closed -$7.8K – 207
2025
Q2 		$7.8K Hold
25
– – ﹤0.01% 191
2025
Q1 		$13.1K Hold
25
– – 0.01% 131
2024
Q4 		$12.6K Hold
25
– – 0.01% 148
2024
Q3 		$14.6K Hold
25
– – 0.01% 134
2024
Q2 		$12.7K Hold
25
– – 0.01% 155
2024
Q1 		$12.4K Hold
25
– – 0.01% 154
2023
Q4 		$13.2K Buy
+25
New +$13.3K 0.01% 160

Other funds holding UNH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Advantage Trust Company's UNH Position: Q3 2025 in Review

Advantage Trust Company sold out of UnitedHealth (UNH) in Q3 2025, closing a stake of 25 shares — an estimated $7.8K sold.

Advantage Trust Company first reported a position in UNH in Q4 2023 and held it in 7 quarters. The position peaked at $14.6K in Q3 2024. 3,159 funds tracked by Wall St. Rank hold UNH as of Q3 2025.

  • Advantage Trust Company reported no remaining UnitedHealth position as of Q3 2025 after selling out during the quarter.
  • Advantage Trust Company sold 25 UnitedHealth shares in Q3 2025, an estimated $7.8K.
  • Advantage Trust Company first reported a position in UnitedHealth in Q4 2023 and held it in 7 quarters.
  • Advantage Trust Company's UnitedHealth position peaked at $14.6K in Q3 2024.
  • 3,159 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2025.

Based on Advantage Trust Company's 13F filing for Q3 2025, filed 3 Nov 2025.