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Arlington Trust’s UnitedHealth UNH Stock Holding History

Arlington 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
2026
Q2 		$178K Buy
428
+64
+18% +$23.7K 0.02% 129
2026
Q1 		$98.5K Buy
364
+201
+123% +$59.9K 0.01% 159
2025
Q4 		$53.8K Sell
163
-951
-85% -$322K 0.01% 195
2025
Q3 		$385K Sell
1,114
-428
-28% -$129K 0.07% 120
2025
Q2 		$481K Sell
1,542
-587
-28% -$224K 0.09% 99
2025
Q1 		$1.12M Sell
2,129
-194
-8% -$99.2K 0.24% 60
2024
Q4 		$1.18M Buy
2,323
+502
+28% +$285K 0.25% 54
2024
Q3 		$1.06M Buy
1,821
+11
+0.6% +$6.22K 0.23% 58
2024
Q2 		$922K Buy
1,810
+57
+3% +$27.9K 0.22% 61
2024
Q1 		$867K Sell
1,753
-102
-5% -$51.9K 0.22% 60
2023
Q4 		$977K Buy
1,855
+1,254
+209% +$669K 0.27% 55
2023
Q3 		$303K Buy
+601
New +$296K 0.12% 72

Other funds holding UNH

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
VAM
Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Arlington Trust's UNH Position: Q2 2026 in Review

Arlington Trust increased its UnitedHealth (UNH) stake by 18% in Q2 2026, buying an estimated $23.7K and bringing the position to 428 shares worth $178K. The position accounts for 0.02% of the portfolio, ranked #129.

Arlington Trust first reported a position in UNH in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.18M in Q4 2024. 1,733 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Arlington Trust held 428 shares of UnitedHealth worth $178K as of Q2 2026.
  • Arlington Trust bought 64 UnitedHealth shares in Q2 2026, an estimated $23.7K.
  • UnitedHealth made up 0.02% of Arlington Trust's portfolio in Q2 2026, its #129 holding.
  • Arlington Trust first reported a position in UnitedHealth in Q3 2023 and has held it in 12 quarters since.
  • Arlington Trust's UnitedHealth position peaked at $1.18M in Q4 2024.
  • 1,733 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Arlington Trust's 13F filing for Q2 2026, filed 7 Jul 2026.