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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Davidson Trust Company's UNH Position: Q2 2026 in Review

Davidson Trust Company opened a new position in UnitedHealth (UNH) in Q2 2026: 545 shares worth $227K. The stake represents 0.09% of the portfolio and ranks #178 among its holdings. This is a return to the name: Davidson Trust Company previously reported a position in UNH as recently as Q3 2025.

Davidson Trust Company first reported a position in UNH in Q2 2024 and has held it in 6 quarters since. The position peaked at $236K in Q3 2024. 3,367 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Davidson Trust Company held 545 shares of UnitedHealth worth $227K as of Q2 2026.
  • UnitedHealth was a new Davidson Trust Company position in Q2 2026.
  • UnitedHealth made up 0.09% of Davidson Trust Company's portfolio in Q2 2026, its #178 holding.
  • Davidson Trust Company first reported a position in UnitedHealth in Q2 2024 and has held it in 6 quarters since.
  • Davidson Trust Company's UnitedHealth position peaked at $236K in Q3 2024.
  • 3,367 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Davidson Trust Company's 13F filing for Q2 2026, filed 29 Jul 2026.