First American Trust’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $522K | Sell |
1,930
-62
| -3% | -$18.5K | 0.04% | 198 |
|
|
2025
Q4 | $657K | Sell |
1,992
-307
| -13% | -$104K | 0.05% | 177 |
|
|
2025
Q3 | $794K | Buy |
2,299
+488
| +27% | +$148K | 0.06% | 149 |
|
|
2025
Q2 | $565K | Sell |
1,811
-3
| -0.2% | -$1.15K | 0.05% | 163 |
|
|
2025
Q1 | $950K | Sell |
1,814
-86
| -5% | -$44K | 0.09% | 128 |
|
|
2024
Q4 | $961K | Sell |
1,900
-505
| -21% | -$287K | 0.1% | 121 |
|
|
2024
Q3 | $1.41M | Buy |
2,405
+516
| +27% | +$292K | 0.14% | 112 |
|
|
2024
Q2 | $962K | Buy |
1,889
+239
| +14% | +$117K | 0.1% | 119 |
|
|
2024
Q1 | $816K | Sell |
1,650
-249
| -13% | -$127K | 0.09% | 125 |
|
|
2023
Q4 | $1,000K | Buy |
1,899
+906
| +91% | +$483K | 0.12% | 98 |
|
|
2023
Q3 | $501K | Buy |
993
+116
| +13% | +$57.1K | 0.07% | 108 |
|
|
2023
Q2 | $421K | Sell |
877
-223
| -20% | -$109K | 0.06% | 112 |
|
|
2023
Q1 | $520K | Buy |
1,100
+30
| +3% | +$14.5K | 0.08% | 109 |
|
|
2022
Q4 | $567K | Buy |
1,070
+137
| +15% | +$72.6K | 0.09% | 109 |
|
|
2022
Q3 | $471K | Sell |
933
-132
| -12% | -$69.4K | 0.08% | 105 |
|
|
2022
Q2 | $547K | Sell |
1,065
-192
| -15% | -$96.4K | 0.09% | 104 |
|
|
2022
Q1 | $641K | Buy |
1,257
+217
| +21% | +$105K | 0.09% | 104 |
|
|
2021
Q4 | $522K | Buy |
1,040
+5
| +0.5% | +$2.26K | 0.07% | 111 |
|
|
2021
Q3 | $404K | Buy |
1,035
+54
| +6% | +$22.4K | 0.06% | 114 |
|
|
2021
Q2 | $393K | Sell |
981
-1
| -0.1% | -$399 | 0.06% | 113 |
|
|
2021
Q1 | $365K | Sell |
982
-217
| -18% | -$75.2K | 0.06% | 122 |
|
|
2020
Q4 | $421K | Sell |
1,199
-439
| -27% | -$147K | 0.07% | 103 |
|
|
2020
Q3 | $511K | Buy |
1,638
+18
| +1% | +$5.53K | 0.09% | 91 |
|
|
2020
Q2 | $478K | Buy |
1,620
+48
| +3% | +$13.8K | 0.09% | 92 |
|
|
2020
Q1 | $392K | Sell |
1,572
-36
| -2% | -$9.91K | 0.1% | 85 |
|
|
2019
Q4 | $472K | Sell |
1,608
-23
| -1% | -$6.02K | 0.09% | 90 |
|
|
2019
Q3 | $354K | Sell |
1,631
-76
| -4% | -$18.3K | 0.07% | 98 |
|
|
2019
Q2 | $416K | Sell |
1,707
-947
| -36% | -$228K | 0.09% | 89 |
|
|
2019
Q1 | $656K | Sell |
2,654
-15,059
| -85% | -$3.84M | 0.14% | 77 |
|
|
2018
Q4 | $4.41M | Sell |
17,713
-650
| -4% | -$172K | 1.11% | 31 |
|
|
2018
Q3 | $4.88M | Sell |
18,363
-3,831
| -17% | -$996K | 1.09% | 32 |
|
|
2018
Q2 | $5.45M | Sell |
22,194
-3,815
| -15% | -$916K | 1.28% | 24 |
|
|
2018
Q1 | $5.57M | Buy |
26,009
+194
| +0.8% | +$44.3K | 1.35% | 21 |
|
|
2017
Q4 | $5.69M | Buy |
25,815
+493
| +2% | +$104K | 1.4% | 23 |
|
|
2017
Q3 | $4.96M | Buy |
25,322
+780
| +3% | +$151K | 1.3% | 23 |
|
|
2017
Q2 | $4.55M | Buy |
24,542
+8,359
| +52% | +$1.47M | 1.27% | 26 |
|
|
2017
Q1 | $2.65M | Sell |
16,183
-423
| -3% | -$69.3K | 0.81% | 51 |
|
|
2016
Q4 | $2.66M | Sell |
16,606
-1,141
| -6% | -$170K | 0.82% | 53 |
|
|
2016
Q3 | $2.48M | Sell |
17,747
-8,163
| -32% | -$1.14M | 0.78% | 58 |
|
|
2016
Q2 | $3.66M | Sell |
25,910
-1,550
| -6% | -$207K | 1.29% | 34 |
|
|
2016
Q1 | $3.54M | Sell |
27,460
-7,427
| -21% | -$879K | 1.24% | 36 |
|
|
2015
Q4 | $4.1M | Sell |
34,887
-11,747
| -25% | -$1.37M | 1.51% | 27 |
|
|
2015
Q3 | $5.41M | Buy |
46,634
+132
| +0.3% | +$15.8K | 2.09% | 13 |
|
|
2015
Q2 | $5.67M | Sell |
46,502
-1,775
| -4% | -$210K | 2.1% | 12 |
|
|
2015
Q1 | $5.71M | Buy |
48,277
+363
| +0.8% | +$40.3K | 2.04% | 11 |
|
|
2014
Q4 | $4.84M | Buy |
47,914
+21,390
| +81% | +$2.03M | 1.79% | 17 |
|
|
2014
Q3 | $2.29M | Sell |
26,524
-289
| -1% | -$24.4K | 0.85% | 53 |
|
|
2014
Q2 | $2.19M | Buy |
26,813
+1,239
| +5% | +$97.5K | 0.83% | 54 |
|
|
2014
Q1 | $2.1M | Sell |
25,574
-1,006
| -4% | -$75.7K | 0.78% | 59 |
|
|
2013
Q4 | $2M | Sell |
26,580
-14,895
| -36% | -$1.07M | 0.68% | 65 |
|
|
2013
Q3 | $2.97M | Sell |
41,475
-803
| -2% | -$57.5K | 1.07% | 40 |
|
|
2013
Q2 | $2.77M | Buy |
+42,278
| New | +$2.63M | 1.04% | 40 |
|
Other funds holding UNH
VCM
VPM
First American Trust's UNH Position: Q1 2026 in Review
First American Trust reduced its UnitedHealth (UNH) stake by 3.1% in Q1 2026, selling an estimated $18.5K and leaving 1,930 shares worth $522K. The position accounts for 0.04% of the portfolio, ranked #198.
First American Trust first reported a position in UNH in Q2 2013 and has held it in 52 quarters since. The position peaked at $5.71M in Q1 2015. 3,021 funds tracked by Wall St. Rank hold UNH as of Q1 2026.
- First American Trust held 1,930 shares of UnitedHealth worth $522K as of Q1 2026.
- First American Trust sold 62 UnitedHealth shares in Q1 2026, an estimated $18.5K.
- UnitedHealth made up 0.04% of First American Trust's portfolio in Q1 2026, its #198 holding.
- First American Trust first reported a position in UnitedHealth in Q2 2013 and has held it in 52 quarters since.
- First American Trust's UnitedHealth position peaked at $5.71M in Q1 2015.
- 3,021 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.
Based on First American Trust's 13F filing for Q1 2026, filed 12 May 2026.