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Bath Savings Trust’s UnitedHealth UNH Stock Holding History

Bath Savings 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
Q2 		– Sell
-761
Closed -$399K – 165
2025
Q1 		$399K Buy
761
+52
+7% +$26.6K 0.04% 125
2024
Q4 		$359K Hold
709
– – 0.04% 130
2024
Q3 		$415K Sell
709
-2
-0.3% -$1.13K 0.04% 128
2024
Q2 		$362K Sell
711
-11
-2% -$5.39K 0.04% 128
2024
Q1 		$357K Buy
722
+13
+2% +$6.61K 0.04% 128
2023
Q4 		$373K Buy
709
+36
+5% +$19.2K 0.04% 127
2023
Q3 		$339K Hold
673
– – 0.04% 127
2023
Q2 		$323K Sell
673
-12
-2% -$5.87K 0.04% 125
2023
Q1 		$324K Hold
685
– – 0.04% 130
2022
Q4 		$363K Buy
685
+153
+29% +$81K 0.05% 125
2022
Q3 		$269K Buy
532
+33
+7% +$17.4K 0.04% 138
2022
Q2 		$256K Sell
499
-15
-3% -$7.53K 0.03% 143
2022
Q1 		$262K Hold
514
– – 0.03% 145
2021
Q4 		$258K Hold
514
– – 0.03% 150
2021
Q3 		$201K Buy
+514
New +$213K 0.02% 157
2020
Q4 		– Sell
-679
Closed -$212K – 151
2020
Q3 		$212K Hold
679
– – 0.03% 124
2020
Q2 		$200K Buy
+679
New +$195K 0.04% 121
2020
Q1 		– Sell
-799
Closed -$235K – 131
2019
Q4 		$235K Buy
+799
New +$209K 0.04% 118
2019
Q3 		– Sell
-1,032
Closed -$252K – 134
2019
Q2 		$252K Hold
1,032
– – 0.05% 117
2019
Q1 		$256K Buy
+1,032
New +$263K 0.05% 113

Other funds holding UNH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Bath Savings Trust's UNH Position: Q2 2025 in Review

Bath Savings Trust sold out of UnitedHealth (UNH) in Q2 2025, closing a stake of 761 shares — an estimated $399K sold.

Bath Savings Trust first reported a position in UNH in Q1 2019 and held it in 20 quarters. The position peaked at $415K in Q3 2024. 3,177 funds tracked by Wall St. Rank hold UNH as of Q2 2025.

  • Bath Savings Trust reported no remaining UnitedHealth position as of Q2 2025 after selling out during the quarter.
  • Bath Savings Trust sold 761 UnitedHealth shares in Q2 2025, an estimated $399K.
  • Bath Savings Trust first reported a position in UnitedHealth in Q1 2019 and held it in 20 quarters.
  • Bath Savings Trust's UnitedHealth position peaked at $415K in Q3 2024.
  • 3,177 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2025.

Based on Bath Savings Trust's 13F filing for Q2 2025, filed 10 Jul 2025.