AT
UNH icon

American Trust’s UnitedHealth UNH Stock Holding History

American Trust’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
Q2 		– Sell
-11,657
Closed -$6.11M – 310
2025
Q1 		$6.11M Sell
11,657
-1,637
-12% -$837K 1.51% 10
2024
Q4 		$6.72M Sell
13,294
-803
-6% -$456K 0.51% 34
2024
Q3 		$8.24M Sell
14,097
-2,633
-16% -$1.49M 0.68% 21
2024
Q2 		$8.52M Sell
16,730
-744
-4% -$365K 0.7% 22
2024
Q1 		$8.64M Buy
17,474
+749
+4% +$381K 0.72% 19
2023
Q4 		$8.81M Sell
16,725
-473
-3% -$252K 0.65% 24
2023
Q3 		$8.67M Sell
17,198
-1,497
-8% -$737K 0.67% 23
2023
Q2 		$8.99M Sell
18,695
-993
-5% -$486K 0.62% 30
2023
Q1 		$9.3M Buy
19,688
+1,528
+8% +$737K 0.65% 26
2022
Q4 		$9.63M Buy
18,160
+228
+1% +$121K 0.89% 21
2022
Q3 		$9.06M Sell
17,932
-2,559
-12% -$1.35M 0.76% 22
2022
Q2 		$10.5M Sell
20,491
-3,363
-14% -$1.69M 0.84% 21
2022
Q1 		$12.2M Buy
23,854
+5,148
+28% +$2.48M 0.82% 20
2021
Q4 		$9.39M Buy
+18,706
New +$8.47M 0.72% 23

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

American Trust's UNH Position: Q2 2025 in Review

American Trust sold out of UnitedHealth (UNH) in Q2 2025, closing a stake of 11,657 shares — an estimated $6.11M sold.

American Trust first reported a position in UNH in Q4 2021 and held it in 14 quarters. The position peaked at $12.2M in Q1 2022. 3,177 funds tracked by Wall St. Rank hold UNH as of Q2 2025.

  • American Trust reported no remaining UnitedHealth position as of Q2 2025 after selling out during the quarter.
  • American Trust sold 11,657 UnitedHealth shares in Q2 2025, an estimated $6.11M.
  • American Trust first reported a position in UnitedHealth in Q4 2021 and held it in 14 quarters.
  • American Trust's UnitedHealth position peaked at $12.2M in Q1 2022.
  • 3,177 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2025.

Based on American Trust's 13F filing for Q2 2025, filed 3 Sep 2025.