Members Trust
UNH icon

Members Trust’s UnitedHealth UNH Stock Holding History

Members 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
2026
Q1 		$356K Sell
1,315
-121
-8% -$36K 0.01% 108
2025
Q4 		$474K Sell
1,436
-97
-6% -$32.9K 0.02% 93
2025
Q3 		$529K Buy
1,533
+54
+4% +$16.3K 0.02% 84
2025
Q2 		$461K Buy
1,479
+177
+14% +$67.6K 0.02% 84
2025
Q1 		$682K Buy
1,302
+162
+14% +$82.8K 0.02% 58
2024
Q4 		$577K Sell
1,140
-86
-7% -$48.9K 0.02% 60
2024
Q3 		$717K Buy
1,226
+6
+0.5% +$3.39K 0.02% 50
2024
Q2 		$621K Sell
1,220
-19
-2% -$9.31K 0.02% 58
2024
Q1 		$613K Buy
1,239
+154
+14% +$78.3K 0.02% 56
2023
Q4 		$570K Buy
1,085
+51
+5% +$27.2K 0.02% 54
2023
Q3 		$527K Hold
1,034
– – 0.02% 56
2023
Q2 		$497K Buy
+1,034
New +$506K 0.01% 59
2022
Q4 		– Sell
-1,050
Closed -$530K – 103
2022
Q3 		$530K Sell
1,050
-100
-9% -$52.6K 0.02% 57
2022
Q2 		$591K Hold
1,150
– – 0.02% 54
2022
Q1 		$586K Sell
1,150
-23
-2% -$11.1K 0.02% 63
2021
Q4 		$589K Buy
1,173
+100
+9% +$45.3K 0.02% 63
2021
Q3 		$430K Sell
1,073
-56
-5% -$23.2K 0.01% 73
2021
Q2 		$452K Buy
1,129
+110
+11% +$43.9K 0.01% 75
2021
Q1 		$379K Buy
1,019
+17
+2% +$5.89K 0.01% 81
2020
Q4 		$351K Buy
1,002
+40
+4% +$13.4K 0.01% 81
2020
Q3 		$300K Buy
962
+39
+4% +$12K 0.01% 81
2020
Q2 		$273K Buy
+923
New +$264K 0.01% 81
2018
Q1 		$682K Buy
3,187
+64
+2% +$14.6K 0.03% 38
2017
Q4 		$688K Buy
3,123
+60
+2% +$12.7K 0.04% 37
2017
Q3 		$600K Hold
3,063
– – 0.03% 35
2017
Q2 		$568K Sell
3,063
-74
-2% -$13K 0.03% 39
2017
Q1 		$514K Buy
+3,137
New +$514K 0.03% 43

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

Members Trust's UNH Position: Q1 2026 in Review

Members Trust reduced its UnitedHealth (UNH) stake by 8.4% in Q1 2026, selling an estimated $36K and leaving 1,315 shares worth $356K. The position accounts for 0.01% of the portfolio, ranked #108.

Members Trust first reported a position in UNH in Q1 2017 and has held it in 27 quarters since. The position peaked at $717K in Q3 2024. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Members Trust held 1,315 shares of UnitedHealth worth $356K as of Q1 2026.
  • Members Trust sold 121 UnitedHealth shares in Q1 2026, an estimated $36K.
  • UnitedHealth made up 0.01% of Members Trust's portfolio in Q1 2026, its #108 holding.
  • Members Trust first reported a position in UnitedHealth in Q1 2017 and has held it in 27 quarters since.
  • Members Trust's UnitedHealth position peaked at $717K in Q3 2024.
  • 3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Members Trust's 13F filing for Q1 2026, filed 4 May 2026.