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AMG National Trust Bank’s UnitedHealth UNH Stock Holding History

AMG National Trust Bank’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
Q1 		$3.77M Sell
13,918
-411
-3% -$122K 0.08% 153
2025
Q4 		$4.73M Sell
14,329
-289
-2% -$97.9K 0.11% 112
2025
Q3 		$5.05M Sell
14,618
-309
-2% -$93.5K 0.12% 102
2025
Q2 		$4.66M Buy
14,927
+152
+1% +$58.1K 0.12% 107
2025
Q1 		$7.74M Sell
14,775
-154
-1% -$78.7K 0.22% 74
2024
Q4 		$7.55M Sell
14,929
-2,744
-16% -$1.56M 0.21% 75
2024
Q3 		$10.3M Buy
17,673
+778
+5% +$440K 0.28% 58
2024
Q2 		$8.6M Buy
16,895
+1,383
+9% +$678K 0.23% 72
2024
Q1 		$7.67M Sell
15,512
-223
-1% -$113K 0.22% 67
2023
Q4 		$8.28M Buy
15,735
+71
+0.5% +$37.9K 0.26% 56
2023
Q3 		$7.9M Sell
15,664
-143
-0.9% -$70.4K 0.28% 54
2023
Q2 		$7.6M Buy
15,807
+1,024
+7% +$501K 0.25% 60
2023
Q1 		$6.99M Buy
14,783
+360
+2% +$174K 0.24% 61
2022
Q4 		$7.65M Sell
14,423
-506
-3% -$268K 0.28% 55
2022
Q3 		$7.54M Buy
14,929
+812
+6% +$427K 0.28% 60
2022
Q2 		$7.63M Sell
14,117
-365
-3% -$183K 0.28% 55
2022
Q1 		$7.39M Sell
14,482
-464
-3% -$224K 0.23% 60
2021
Q4 		$7.5M Sell
14,946
-345
-2% -$156K 0.22% 62
2021
Q3 		$5.97M Buy
15,291
+265
+2% +$110K 0.19% 73
2021
Q2 		$6.02M Buy
15,026
+217
+1% +$86.5K 0.19% 73
2021
Q1 		$5.51M Sell
14,809
-18
-0.1% -$6.24K 0.19% 76
2020
Q4 		$5.2M Sell
14,827
-53
-0.4% -$17.8K 0.19% 79
2020
Q3 		$4.64M Buy
14,880
+360
+2% +$111K 0.19% 79
2020
Q2 		$4.28M Buy
+14,520
New +$4.16M 0.19% 78

Other funds holding UNH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

AMG National Trust Bank's UNH Position: Q1 2026 in Review

AMG National Trust Bank reduced its UnitedHealth (UNH) stake by 2.9% in Q1 2026, selling an estimated $122K and leaving 13,918 shares worth $3.77M. The position accounts for 0.08% of the portfolio, ranked #153.

AMG National Trust Bank first reported a position in UNH in Q2 2020 and has held it in 24 quarters since. The position peaked at $10.3M in Q3 2024. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • AMG National Trust Bank held 13,918 shares of UnitedHealth worth $3.77M as of Q1 2026.
  • AMG National Trust Bank sold 411 UnitedHealth shares in Q1 2026, an estimated $122K.
  • UnitedHealth made up 0.08% of AMG National Trust Bank's portfolio in Q1 2026, its #153 holding.
  • AMG National Trust Bank first reported a position in UnitedHealth in Q2 2020 and has held it in 24 quarters since.
  • AMG National Trust Bank's UnitedHealth position peaked at $10.3M in Q3 2024.
  • 3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on AMG National Trust Bank's 13F filing for Q1 2026, filed 4 May 2026.