AMG National Trust Bank
UNH icon

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
Q2 		$6.22M Buy
14,966
+1,048
+8% +$388K 0.13% 96
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 $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 $3.38T AUM 44.17% 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

AMG National Trust Bank's UNH Position: Q2 2026 in Review

AMG National Trust Bank increased its UnitedHealth (UNH) stake by 7.5% in Q2 2026, buying an estimated $388K and bringing the position to 14,966 shares worth $6.22M. The position accounts for 0.13% of the portfolio, ranked #96.

AMG National Trust Bank first reported a position in UNH in Q2 2020 and has held it in 25 quarters since. The position peaked at $10.3M in Q3 2024. 3,395 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • AMG National Trust Bank held 14,966 shares of UnitedHealth worth $6.22M as of Q2 2026.
  • AMG National Trust Bank bought 1,048 UnitedHealth shares in Q2 2026, an estimated $388K.
  • UnitedHealth made up 0.13% of AMG National Trust Bank's portfolio in Q2 2026, its #96 holding.
  • AMG National Trust Bank first reported a position in UnitedHealth in Q2 2020 and has held it in 25 quarters since.
  • AMG National Trust Bank's UnitedHealth position peaked at $10.3M in Q3 2024.
  • 3,395 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on AMG National Trust Bank's 13F filing for Q2 2026, filed 7 Aug 2026.