Arbor Trust Wealth Advisors’s UnitedHealth UNH Stock Holding History

Arbor Trust Wealth Advisors’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	-3,065	Closed	-$956K	–	85
2025 Q2	$956K	Sell	3,065 -134	-4%	-$51.2K	0.47%	47
2025 Q1	$1.68M	Buy	3,199 +182	+6%	+$93K	0.79%	37
2024 Q4	$1.53M	Buy	3,017 +304	+11%	+$173K	0.72%	39
2024 Q3	$1.38M	Hold	2,713	–	–	0.73%	36
2024 Q2	$1.38M	Buy	2,713 +150	+6%	+$73.5K	0.73%	36
2024 Q1	$1.15M	Buy	2,563 +140	+6%	+$71.2K	0.63%	41
2023 Q4	$1.28M	Buy	2,423 +569	+31%	+$303K	0.76%	34
2023 Q3	$935K	Buy	1,854 +405	+28%	+$199K	0.62%	40
2023 Q2	$696K	Buy	+1,449	New	+$709K	0.44%	51

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

Arbor Trust Wealth Advisors's UNH Position: Q3 2025 in Review

Arbor Trust Wealth Advisors sold out of UnitedHealth (UNH) in Q3 2025, closing a stake of 3,065 shares — an estimated $956K sold.

Arbor Trust Wealth Advisors first reported a position in UNH in Q2 2023 and held it in 9 quarters. The position peaked at $1.68M in Q1 2025. 3,159 funds tracked by Wall St. Rank hold UNH as of Q3 2025.

Arbor Trust Wealth Advisors reported no remaining UnitedHealth position as of Q3 2025 after selling out during the quarter.
Arbor Trust Wealth Advisors sold 3,065 UnitedHealth shares in Q3 2025, an estimated $956K.
Arbor Trust Wealth Advisors first reported a position in UnitedHealth in Q2 2023 and held it in 9 quarters.
Arbor Trust Wealth Advisors's UnitedHealth position peaked at $1.68M in Q1 2025.
3,159 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2025.

Based on Arbor Trust Wealth Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.