Davidson Trust Company’s UnitedHealth UNH Stock Holding History

Davidson Trust Company’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 Q3	$200K	Hold	545	–	–	0.08%	180
2026 Q2	$227K	Buy	+545	New	+$202K	0.09%	178
2025 Q4	–	Sell	-582	Closed	-$201K	–	185
2025 Q3	$201K	Buy	+582	New	+$176K	0.08%	171
2025 Q2	–	Sell	-403	Closed	-$211K	–	165
2025 Q1	$211K	Hold	403	–	–	0.1%	159
2024 Q4	$204K	Hold	403	–	–	0.1%	156
2024 Q3	$236K	Hold	403	–	–	0.12%	146
2024 Q2	$205K	Buy	+403	New	+$198K	0.14%	138

Other funds holding UNH

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

BTCPP

Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

QPBE

Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return

AMBIA

Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $673M AUM 20.03% 1-Year Est. Return

VCM

Violich Capital Management San Francisco, California $927M AUM 28.93% 1-Year Est. Return

TFA

Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

Davidson Trust Company's UNH Position: Q3 2026 in Review

Davidson Trust Company held its UnitedHealth (UNH) position steady in Q3 2026 at 545 shares worth $200K. The position accounts for 0.08% of the portfolio, ranked #180.

Davidson Trust Company first reported a position in UNH in Q2 2024 and has held it in 7 quarters since. The position peaked at $236K in Q3 2024. 169 funds tracked by Wall St. Rank hold UNH as of Q3 2026.

Davidson Trust Company held 545 shares of UnitedHealth worth $200K as of Q3 2026.
Davidson Trust Company left its UnitedHealth share count unchanged in Q3 2026.
UnitedHealth made up 0.08% of Davidson Trust Company's portfolio in Q3 2026, its #180 holding.
Davidson Trust Company first reported a position in UnitedHealth in Q2 2024 and has held it in 7 quarters since.
Davidson Trust Company's UnitedHealth position peaked at $236K in Q3 2024.
169 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2026.

Based on Davidson Trust Company's 13F filing for Q3 2026, filed 9 Oct 2026.