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Farmers & Merchants Trust Company’s UnitedHealth UNH Stock Holding History

Farmers & Merchants 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
Q1 		$4.32M Buy
15,960
+84
+0.5% +$25K 1.01% 25
2025
Q4 		$5.24M Sell
15,876
-2,844
-15% -$964K 1.2% 18
2025
Q3 		$6.46M Sell
18,720
-71
-0.4% -$21.5K 1.37% 15
2025
Q2 		$5.86M Buy
18,791
+2,016
+12% +$771K 1.24% 18
2025
Q1 		$8.79M Sell
16,775
-679
-4% -$347K 2.22% 11
2024
Q4 		$8.83M Sell
17,454
-548
-3% -$311K 2.19% 10
2024
Q3 		$10.5M Buy
18,002
+76
+0.4% +$43K 2.58% 8
2024
Q2 		$9.13M Sell
17,926
-128
-0.7% -$62.7K 2.37% 9
2024
Q1 		$8.93M Buy
18,054
+156
+0.9% +$79.3K 2.21% 11
2023
Q4 		$9.42M Buy
17,898
+269
+2% +$143K 2.49% 8
2023
Q3 		$8.89M Sell
17,629
-117
-0.7% -$57.6K 2.62% 7
2023
Q2 		$8.53M Buy
17,746
+141
+0.8% +$68.9K 2.28% 7
2023
Q1 		$8.32M Sell
17,605
-613
-3% -$296K 2.31% 7
2022
Q4 		$9.66M Sell
18,218
-88
-0.5% -$46.6K 2.72% 5
2022
Q3 		$9.24M Sell
18,306
-23
-0.1% -$12.1K 2.88% 5
2022
Q2 		$9.41M Buy
18,329
+137
+0.8% +$68.8K 2.87% 5
2022
Q1 		$9.28M Sell
18,192
-524
-3% -$253K 2.41% 8
2021
Q4 		$9.4M Buy
18,716
+167
+0.9% +$75.6K 2.29% 8
2021
Q3 		$7.25M Buy
18,549
+88
+0.5% +$36.4K 1.9% 9
2021
Q2 		$7.39M Buy
18,461
+54
+0.3% +$21.5K 2.01% 8
2021
Q1 		$6.85M Sell
18,407
-337
-2% -$117K 2.3% 7
2020
Q4 		$6.57M Sell
18,744
-47
-0.3% -$15.8K 2.43% 7
2020
Q3 		$5.86M Sell
18,791
-284
-1% -$87.2K 2.4% 7
2020
Q2 		$5.63M Buy
19,075
+73
+0.4% +$20.9K 2.54% 6
2020
Q1 		$4.74M Sell
19,002
-936
-5% -$258K 2.57% 5
2019
Q4 		$5.86M Sell
19,938
-99
-0.5% -$25.9K 2.45% 4
2019
Q3 		$4.35M Sell
20,037
-17
-0.1% -$4.1K 1.91% 8
2019
Q2 		$4.89M Sell
20,054
-309
-2% -$74.3K 2.19% 6
2019
Q1 		$5.04M Sell
20,363
-103
-0.5% -$26.3K 2.3% 5
2018
Q4 		$5.1M Buy
+20,466
New +$5.41M 2.56% 4

Other funds holding UNH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Farmers & Merchants Trust Company's UNH Position: Q1 2026 in Review

Farmers & Merchants Trust Company increased its UnitedHealth (UNH) stake by 0.53% in Q1 2026, buying an estimated $25K and bringing the position to 15,960 shares worth $4.32M. The position accounts for 1.01% of the portfolio, ranked #25.

Farmers & Merchants Trust Company first reported a position in UNH in Q4 2018 and has held it in 30 quarters since. The position peaked at $10.5M in Q3 2024. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Farmers & Merchants Trust Company held 15,960 shares of UnitedHealth worth $4.32M as of Q1 2026.
  • Farmers & Merchants Trust Company bought 84 UnitedHealth shares in Q1 2026, an estimated $25K.
  • UnitedHealth made up 1.01% of Farmers & Merchants Trust Company's portfolio in Q1 2026, its #25 holding.
  • Farmers & Merchants Trust Company first reported a position in UnitedHealth in Q4 2018 and has held it in 30 quarters since.
  • Farmers & Merchants Trust Company's UnitedHealth position peaked at $10.5M in Q3 2024.
  • 3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Farmers & Merchants Trust Company's 13F filing for Q1 2026, filed 16 Apr 2026.