Amica Retiree Medical Trust’s UnitedHealth UNH Stock Holding History

Amica Retiree Medical 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 Q3	$740K	Hold	2,143	–	–	1.01%	30
2025 Q2	$668K	Hold	2,143	–	–	0.96%	30
2025 Q1	$1.12M	Sell	2,143 -512	-19%	-$262K	1.71%	12
2024 Q4	$1.34M	Sell	2,655 -230	-8%	-$131K	1.27%	14
2024 Q3	$1.69M	Buy	+2,885	New	+$1.63M	1.4%	12
2023 Q3	$1.87M	Hold	3,711	–	–	2.2%	7
2023 Q2	$1.78M	Sell	3,711 -237	-6%	-$116K	1.99%	7
2023 Q1	$1.87M	Buy	3,948 +531	+16%	+$256K	1.98%	7
2022 Q4	$1.81M	Hold	3,417	–	–	2.33%	7
2022 Q3	$1.73M	Sell	3,417 -101	-3%	-$53.1K	2.16%	8
2022 Q2	$1.81M	Hold	3,518	–	–	2.05%	7
2022 Q1	$1.79M	Sell	3,518 -72	-2%	-$34.7K	1.68%	9
2021 Q4	$1.8M	Sell	3,590 -193	-5%	-$87.4K	1.53%	11
2021 Q3	$1.48M	Sell	3,783 -1,474	-28%	-$611K	1.34%	13
2021 Q2	$2.1M	Hold	5,257	–	–	1.33%	15
2021 Q1	$1.96M	Hold	5,257	–	–	1.32%	16
2020 Q4	$1.84M	Hold	5,257	–	–	1.3%	15
2020 Q3	$1.64M	Hold	5,257	–	–	1.27%	16
2020 Q2	$1.55M	Hold	5,257	–	–	1.22%	15
2020 Q1	$1.31M	Buy	+5,257	New	+$1.45M	1.17%	15
2017 Q1	–	Sell	-4,425	Closed	-$708K	–	402
2016 Q4	$708K	Sell	4,425 -1,254	-22%	-$187K	0.56%	35
2016 Q3	$795K	Sell	5,679 -875	-13%	-$123K	0.67%	34
2016 Q2	$925K	Hold	6,554	–	–	0.79%	27
2016 Q1	$845K	Hold	6,554	–	–	0.72%	33
2015 Q4	$771K	Hold	6,554	–	–	0.67%	37
2015 Q3	$760K	Hold	6,554	–	–	0.69%	37
2015 Q2	$800K	Hold	6,554	–	–	0.68%	37
2015 Q1	$775K	Hold	6,554	–	–	0.65%	38
2014 Q4	$663K	Hold	6,554	–	–	0.54%	50
2014 Q3	$565K	Hold	6,554	–	–	0.48%	59
2014 Q2	$536K	Buy	+6,554	New	+$516K	0.44%	64

Other funds holding UNH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Amica Retiree Medical Trust's UNH Position: Q3 2025 in Review

Amica Retiree Medical Trust held its UnitedHealth (UNH) position steady in Q3 2025 at 2,143 shares worth $740K. The position accounts for 1.01% of the portfolio, ranked #30.

Amica Retiree Medical Trust first reported a position in UNH in Q2 2014 and has held it in 31 quarters since. The position peaked at $2.1M in Q2 2021. 3,160 funds tracked by Wall St. Rank hold UNH as of Q3 2025.

Amica Retiree Medical Trust held 2,143 shares of UnitedHealth worth $740K as of Q3 2025.
Amica Retiree Medical Trust left its UnitedHealth share count unchanged in Q3 2025.
UnitedHealth made up 1.01% of Amica Retiree Medical Trust's portfolio in Q3 2025, its #30 holding.
Amica Retiree Medical Trust first reported a position in UnitedHealth in Q2 2014 and has held it in 31 quarters since.
Amica Retiree Medical Trust's UnitedHealth position peaked at $2.1M in Q2 2021.
3,160 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2025.

Based on Amica Retiree Medical Trust's 13F filing for Q3 2025, filed 7 Nov 2025.